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iShares Floating Rate Bond ETF
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Overview Fund Activity

209 hedge funds and large institutions have $3.15B invested in iShares Floating Rate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 28 closing their positions.

Holders
209
Holders Change
+10
Holders Change %
+5.03%
% of All Funds
5.58%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.61%
New
42
Increased
70
Reduced
70
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$53.9M
2
BCM
2
Bluefin Capital Management
New York
$18.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$77.1M
4
Jane Street
4
Jane Street
New York
$16.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$14M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
Ameriprise
2
Ameriprise
Minnesota
$132M
3
AssetMark Inc
3
AssetMark Inc
California
$249K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$93.4M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$21.8M -$9.73M -192,557 -31%
Citigroup
27
Citigroup
New York
$21.4M +$981K +19,401 +5%
ECML
28
Eagle Capital Management (Louisiana)
Louisiana
$21.3M +$147K +2,900 +0.7%
SMM
29
Stadion Money Management
Georgia
$20M -$14.1M -279,318 -41%
SGAM
30
Steinberg Global Asset Management
Florida
$19.4M +$523K +10,339 +3%
BCM
31
Bluefin Capital Management
New York
$18.4M +$18.4M +364,278 New
VA
32
Valmark Advisers
Ohio
$18.4M +$668K +13,208 +4%
LG
33
Leuthold Group
Minnesota
$18.2M -$2.09M -41,298 -10%
SMA
34
Simply Money Advisors
Ohio
$17.7M -$212K -4,191 -1%
JIR
35
James Investment Research
Ohio
$17.6M -$18.5M – –
Jane Street
36
Jane Street
New York
$16.5M +$16.5M +326,654 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$14M +$14M +276,775 New
BCMO
38
Buckingham Capital Management (Ohio)
Ohio
$13.1M +$2.49M +49,285 +23%
SF
39
Synovus Financial
Georgia
$12.5M +$538K +10,645 +4%
AWA
40
ARS Wealth Advisors
Florida
$12.4M +$76.8K +1,520 +0.6%
GLA
41
Great Lakes Advisors
Illinois
$11.9M +$10.7M +212,525 +910%
HF
42
Hoxton Financial
West Virginia
$11.8M -$120K -2,380 -1%
BFA
43
Beaumont Financial Advisors
Massachusetts
$11.5M -$19.5M -385,319 -63%
LPT
44
Legacy Private Trust
Wisconsin
$11.3M -$1.88M -37,274 -14%
CCG
45
Chatham Capital Group
Georgia
$11.1M +$414K +8,200 +4%
RW
46
Rand Wealth
Maryland
$10.5M +$814K +16,093 +8%
PWAG
47
Polaris Wealth Advisory Group
California
$10.3M -$1.3M -25,679 -11%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$10.3M +$499K +9,871 +5%
VKH
49
Virtu KCG Holdings
New York
$10M +$9.48M +187,509 +1,662%
FBNAT
50
FirstMerit Bank N.A. Trustee
Ohio
$9.91M -$1.55M -30,694 -14%
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