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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
JIR
3
James Investment Research
Ohio
$20.6M
4
Ameriprise
4
Ameriprise
Minnesota
$171M
5
QCMNJ
5
Quantum Capital Management (New Jersey)
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
76
Colony Group
Massachusetts
$2.29M +$38.1K +751 +2%
JG
77
Jefferies Group
New York
$2.22M +$2.22M +43,603 New
RBC
78
Ronald Blue & Co
Georgia
$2.18M -$3.34M -65,683 -60%
CA
79
Capital Advantage
California
$2.11M +$468K +9,218 +28%
TAT
80
TD Ameritrade Trust
Colorado
$2.04M +$67.8K +1,335 +3%
KC
81
Kingfisher Capital
North Carolina
$2.02M +$14.5K +285 +0.7%
WT
82
Whittier Trust
California
$1.97M -$6.14K -121 -0.3%
LIM
83
Leavell Investment Management
Alabama
$1.9M +$254K +5,000 +15%
CS
84
Credit Suisse
Switzerland
$1.89M +$1.47M +28,888 +347%
LNC
85
Lincoln National Corp
Pennsylvania
$1.86M +$227K +4,466 +14%
GCA
86
Greenwood Capital Associates
South Carolina
$1.83M +$121K +2,376 +7%
CC
87
Courier Capital
New York
$1.75M +$4.22K +83 +0.2%
AIG
88
American International Group
New York
$1.74M -$1.03M -20,309 -37%
1IC
89
1919 Investment Counsel
Maryland
$1.73M -$34.1K -671 -2%
PGA
90
Portland Global Advisors
Maine
$1.73M +$1.73M +34,050 New
LOCC
91
Lombard Odier & Cie (Canada)
Quebec, Canada
$1.62M +$1.36M +26,800 +536%
SCA
92
STALEY CAPITAL ADVISERS
Pennsylvania
$1.57M – – –
NES
93
New England Securities
New York
$1.55M -$9.35K -184 -0.6%
AL
94
Aspiriant LLC
California
$1.49M -$332K -6,545 -18%
PAG
95
Private Advisor Group
New Jersey
$1.41M -$392K -7,709 -22%
IFA
96
Interactive Financial Advisors
Illinois
$1.41M +$1.41M +27,793 New
SP
97
Sarasin & Partners
United Kingdom
$1.4M – – –
RIA
98
Regal Investment Advisors
Michigan
$1.33M -$179K -3,520 -12%
FIM
99
Freedom Investment Management
Connecticut
$1.22M +$58.1K +1,144 +5%
GLA
100
Great Lakes Advisors
Illinois
$1.19M -$83.2K -1,638 -7%
2 3
4
5 6