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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 %
RIA
76
Regal Investment Advisors
Michigan
$1.61M +$1.61M +31,714 New
LIM
77
Leavell Investment Management
Alabama
$1.57M +$253K +5,000 +19%
DJSG
78
D.J. St. Germain
Massachusetts
$1.53M +$9.12K +180 +0.6%
SCA
79
STALEY CAPITAL ADVISERS
Pennsylvania
$1.44M – – –
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$1.4M +$856K +16,900 +158%
SP
81
Sarasin & Partners
United Kingdom
$1.39M – – –
SF
82
Synovus Financial
Georgia
$1.37M +$304K +6,000 +29%
Jane Street
83
Jane Street
New York
$1.27M +$1.27M +25,042 New
BMM
84
Buffington Mohr McNeal
Idaho
$1.14M +$291K +5,745 +34%
GCA
85
Greenwood Capital Associates
South Carolina
$1.14M +$1.14M +22,443 New
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$1.12M +$787K +15,540 +235%
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.06M +$1.06M +20,870 New
DIA
88
Dana Investment Advisors
Wisconsin
$1.03M +$402K +7,919 +64%
WA
89
WFG Advisors
Texas
$1.01M +$339K +6,697 +50%
RC
90
Roundview Capital
New Jersey
$1.01M -$507K -10,000 -33%
ACM
91
Antonetti Capital Management
Florida
$914K +$914K +18,042 New
RBC
92
Ronald Blue & Co
Georgia
$881K +$881K +17,391 New
RJA
93
Raymond James & Associates
Florida
$807K -$4.87K -96 -0.6%
CS
94
Comerica Securities
Michigan
$762K +$10.7K +211 +1%
AUIM
95
Aegon USA Investment Management
Iowa
$759K -$13.4M -265,239 -95%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$759K +$759K +14,971 New
AI
97
Atria Investments
North Carolina
$746K -$1.81M -35,677 -71%
AT
98
Arden Trust
Delaware
$717K +$125K +2,468 +21%
VKH
99
Virtu KCG Holdings
New York
$698K +$698K +13,773 New
VNA
100
VNBTrust National Association
Virginia
$686K +$686K +13,545 New
2 3
4
5 6