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iShares Floating Rate Bond ETF
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Overview Fund Activity

199 hedge funds and large institutions have $2.64B invested in iShares Floating Rate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 62 reducing their positions, and 8 closing their positions.

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
5.78%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.64%
New
22
Increased
88
Reduced
62
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUIM
1
Aegon USA Investment Management
Iowa
$215M
2
SR
2
Swiss Re
Switzerland
$50.8M
3
Ameriprise
3
Ameriprise
Minnesota
$211M
4
U
4
UBS
Switzerland
$140M
5
FSIM
5
F-Squared Investment Management
Massachusetts
$120M

Top Sellers

1
SMA
1
Simply Money Advisors
Ohio
$18M
2
WCWM
2
Wooster Corthell Wealth Management
Connecticut
$1.19M
3
HI
3
Horizon Investments
North Carolina
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$911K
5
LPT
5
Legacy Private Trust
Wisconsin
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$25.1M 493,455 +1,019 +0.2%
DJSG
27
D.J. St. Germain
Massachusetts
$22.9M 450,822 -8,660 -2%
EB
28
Eastern Bank
Massachusetts
$21.6M 425,148 +32,206 +8%
ECML
29
Eagle Capital Management (Louisiana)
Louisiana
$21.3M 418,185 -11,054 -3%
Citigroup
30
Citigroup
New York
$20.5M 403,955 +13,634 +3%
LG
31
Leuthold Group
Minnesota
$20.4M 401,581 +14,461 +4%
SGAM
32
Steinberg Global Asset Management
Florida
$19M 374,094 -3,193 -0.8%
JIR
33
James Investment Research
Ohio
– – – –
SMA
34
Simply Money Advisors
Ohio
$18M 354,824 -370,728 -51%
VA
35
Valmark Advisers
Ohio
$17.8M 349,999 +10,209 +3%
LI
36
LVZ Inc
Michigan
$17.3M 340,500 +8,503 +3%
LPT
37
Legacy Private Trust
Wisconsin
$13.3M 260,771 -69,177 -21%
AWA
38
ARS Wealth Advisors
Florida
$12.4M 242,993 +3,738 +2%
SF
39
Synovus Financial
Georgia
$12.1M 237,516 +10,878 +5%
HF
40
Hoxton Financial
West Virginia
$12M 235,573 +8,777 +4%
PWAG
41
Polaris Wealth Advisory Group
California
$11.6M 229,045 +40,835 +22%
FBNAT
42
FirstMerit Bank N.A. Trustee
Ohio
$11.5M 226,718 -11,141 -5%
PI
43
Placemark Investments
Illinois
$10.8M 212,979 +9,954 +5%
CCG
44
Chatham Capital Group
Georgia
$10.7M 210,975 +27,850 +15%
BCMO
45
Buckingham Capital Management (Ohio)
Ohio
$10.7M 209,973 +72,555 +53%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$10M 196,722 +76,321 +63%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$9.83M 193,372 -1,412 -0.7%
RW
48
Rand Wealth
Maryland
$9.69M 190,688 +2,312 +1%
WCM
49
Weatherstone Capital Management
Colorado
$9.38M 184,599 +29,480 +19%
TFA
50
Transamerica Financial Advisors
Florida
$7.21M 141,758 +67,976 +92%
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