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iShares Floating Rate Bond ETF
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Overview Fund Activity

137 hedge funds and large institutions have $3.18B invested in iShares Floating Rate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 64 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+30
Holders Change %
+28.04%
% of All Funds
4.44%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.62%
New
42
Increased
64
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$277M
2
SR
2
Swiss Reinsurance
Switzerland
$50.7M
3
SMA
3
Simply Money Advisors
Ohio
$37.6M
4
BTS
4
BB&T Securities
Virginia
$35.4M
5
NA
5
Navellier & Associates
Nevada
$34M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$25.2M
2
AUIM
2
Aegon USA Investment Management
Iowa
$759K
3
LFG
3
LifePlan Financial Group
Ohio
$57K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$30.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cabot Wealth Management
Massachusetts
$3.96M +$2.24M +44,162 +130%
LG
52
LaFleur & Godfrey
Michigan
$3.84M +$271K +5,350 +8%
SIM
53
SSI Investment Management
California
$3.79M – – –
LG
54
Laidlaw Group
New York
$3.65M -$58.6K -1,157 -2%
BAAM
55
Baker Avenue Asset Management
California
$3.5M +$160K +3,149 +5%
FAAS
56
First Allied Advisory Services
California
$3.35M +$1.33M +26,235 +66%
SAM
57
Shamrock Asset Management
Texas
$3.33M -$1.37M -27,121 -29%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$3.22M +$3.22M +63,528 New
AIG
59
American International Group
New York
$3.2M +$815K +16,082 +34%
JG
60
Jefferies Group
New York
$3.03M +$2.51M +49,559 +488%
Bessemer Group
61
Bessemer Group
New Jersey
$2.74M -$882K -17,400 -24%
TFA
62
Transamerica Financial Advisors
Florida
$2.72M +$62.6K +1,234 +2%
CFA
63
Camarda Financial Advisors
Florida
$2.62M -$250K -4,940 -9%
FC
64
FCA Corp
Texas
$2.45M +$75.5K +1,490 +3%
Citigroup
65
Citigroup
New York
$2.4M +$1.7M +33,580 +243%
KC
66
Kingfisher Capital
North Carolina
$2.34M +$2.34M +46,186 New
CIBC World Market
67
CIBC World Market
Ontario, Canada
$2.26M +$1.11M +21,984 +97%
STIA
68
Stone Toro Investment Advisers
New Jersey
$2.13M +$2.13M +42,095 New
FIM
69
Freedom Investment Management
Connecticut
$2.1M +$92.4K +1,823 +5%
HP
70
HT Partners
Connecticut
$2.04M +$1.06M +20,994 +110%
WT
71
Whittier Trust
California
$2M -$171K -3,375 -8%
GLA
72
Great Lakes Advisors
Illinois
$1.93M +$131K +2,577 +7%
CC
73
Curian Capital
Colorado
$1.88M -$87.3K -1,723 -4%
MFS
74
MSI Financial Services
Massachusetts
$1.8M +$1.27M +24,999 +238%
TAT
75
TD Ameritrade Trust
Colorado
$1.79M +$1.79M +35,243 New
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3
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