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iShares Floating Rate Bond ETF
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Overview Fund Activity

187 hedge funds and large institutions have $2.24B invested in iShares Floating Rate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 18 closing their positions.

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
5.38%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.63%
New
25
Increased
72
Reduced
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DJSG
1
D.J. St. Germain
Massachusetts
$23.3M
2
EB
2
Eastern Bank
Massachusetts
$20M
3
LG
3
Leuthold Group
Minnesota
$19.7M
4
LI
4
LVZ Inc
Michigan
$16.9M
5
RW
5
Rand Wealth
Maryland
$9.57M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$61.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Ameriprise
3
Ameriprise
Minnesota
$171M
4
QCMNJ
4
Quantum Capital Management (New Jersey)
New Jersey
$0
5
U
5
UBS
Switzerland
$97.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$6.12M 120,401 -94,133 -44%
LYV
52
Live Your Vision
Pennsylvania
$5.9M 116,034 -112,180 -49%
BFG
53
Bouchey Financial Group
New York
$5.71M 112,398 +31,575 +39%
NC
54
NewSquare Capital
Pennsylvania
$5.37M 105,726 -143,984 -58%
GC
55
Guggenheim Capital
Illinois
$5.35M 105,251 -9,837 -9%
CIBC World Market
56
CIBC World Market
Ontario, Canada
$4.76M 93,657 -1,449 -2%
IH
57
IFC Holdings
Florida
$4.74M 93,275 -58,180 -38%
LG
58
Laidlaw Group
New York
$4.37M 86,010 +3,415 +4%
SIM
59
SSI Investment Management
California
$4.06M 79,812 – –
GIA
60
Granite Investment Advisors
New Hampshire
$3.93M 77,445 -12,410 -14%
LG
61
LaFleur & Godfrey
Michigan
$3.83M 75,443 +1,050 +1%
TFA
62
Transamerica Financial Advisors
Florida
$3.75M 73,782 -4,428 -6%
WI
63
WBI Investments
New Jersey
$3.6M 70,889 +2,758 +4%
GJIC
64
Gamble Jones Investment Counsel
California
$3.54M 69,713 +22,237 +47%
BIM
65
BlackRock Investment Management
Delaware
$3.52M 69,304 -23,654 -25%
FAAS
66
First Allied Advisory Services
California
$3.46M 68,282 +13,975 +26%
FC
67
FCA Corp
Texas
$3.28M 64,559 +4,268 +7%
CFA
68
Camarda Financial Advisors
Florida
$3.13M 61,695 +3,531 +6%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$3.05M 59,995 -17,883 -23%
DADC
70
D.A. Davidson & Co
Montana
$2.86M 56,281 +1,400 +3%
TNBTD
71
Trustmark National Bank Trust Department
Mississippi
$2.76M 54,262 +19,800 +57%
CFMC
72
Curbstone Financial Management Corp
New Hampshire
$2.68M 52,725 -3,825 -7%
SAM
73
Shamrock Asset Management
Texas
$2.68M 52,667 -11,225 -18%
CC
74
Curian Capital
Colorado
$2.5M 49,245 -3,717 -7%
Axa
75
Axa
France
$2.37M 46,740 +14,430 +45%
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