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iShares Floating Rate Bond ETF
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Overview Fund Activity

173 hedge funds and large institutions have $2.29B invested in iShares Floating Rate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
173
Holders Change
+36
Holders Change %
+26.28%
% of All Funds
5.02%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.73%
New
48
Increased
64
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$343M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$82.6M
3
AA
3
Alesco Advisors
New York
$42.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$192M
5
CAM
5
Capstone Asset Management
Texas
$29.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$104M
2
BTS
2
BB&T Securities
Virginia
$0
3
NA
3
Navellier & Associates
Nevada
$809K
4
AssetMark Inc
4
AssetMark Inc
California
$155M
5
AC
5
AFAM Capital
Texas
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$1.94M +$1.19M +23,430 +159%
DADC
77
D.A. Davidson & Co
Montana
$1.87M +$1.72M +33,960 +1,192%
TAT
78
TD Ameritrade Trust
Colorado
$1.74M -$47.9K -944 -3%
CG
79
Colony Group
Massachusetts
$1.73M +$1.73M +34,090 New
FIM
80
Freedom Investment Management
Connecticut
$1.67M -$432K -8,519 -21%
1IC
81
1919 Investment Counsel
Maryland
$1.62M +$1.62M +31,921 New
GLA
82
Great Lakes Advisors
Illinois
$1.6M +$1.4M +276,332 +726%
LIM
83
Leavell Investment Management
Alabama
$1.59M +$16.6K +328 +1%
LNC
84
Lincoln National Corp
Pennsylvania
$1.55M +$1.55M +30,642 New
AIG
85
American International Group
New York
$1.5M -$1.7M -33,553 -53%
RIA
86
Regal Investment Advisors
Michigan
$1.49M -$121K -2,378 -7%
DJSG
87
D.J. St. Germain
Massachusetts
$1.47M -$60.6K -1,195 -4%
MFS
88
MSI Financial Services
Massachusetts
$1.47M -$335K -6,609 -19%
SCA
89
STALEY CAPITAL ADVISERS
Pennsylvania
$1.44M – – –
SP
90
Sarasin & Partners
United Kingdom
$1.4M – – –
BJ
91
Brouwer & Janachowski
California
$1.38M +$1.38M +27,250 New
SF
92
Synovus Financial
Georgia
$1.37M – – –
GCA
93
Greenwood Capital Associates
South Carolina
$1.35M +$209K +4,115 +18%
GJIC
94
Gamble Jones Investment Counsel
California
$1.32M +$645K +12,709 +95%
Axa
95
Axa
France
$1.21M +$1.21M +23,820 New
BMM
96
Buffington Mohr McNeal
Idaho
$1.18M +$37.8K +745 +3%
DIA
97
Dana Investment Advisors
Wisconsin
$1.16M +$134K +2,642 +13%
ACM
98
Antonetti Capital Management
Florida
$1.13M +$211K +4,160 +23%
LTI
99
Laffer Tengler Investments
Tennessee
$1.11M +$1.11M +21,789 New
Bank of New York Mellon
100
Bank of New York Mellon
New York
$1.05M +$287K +5,656 +38%
2 3
4
5 6