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iShares Floating Rate Bond ETF
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Overview Fund Activity

199 hedge funds and large institutions have $2.64B invested in iShares Floating Rate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 62 reducing their positions, and 8 closing their positions.

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
5.78%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.64%
New
22
Increased
88
Reduced
62
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUIM
1
Aegon USA Investment Management
Iowa
$215M
2
SR
2
Swiss Re
Switzerland
$50.8M
3
Ameriprise
3
Ameriprise
Minnesota
$211M
4
U
4
UBS
Switzerland
$140M
5
FSIM
5
F-Squared Investment Management
Massachusetts
$120M

Top Sellers

1
SMA
1
Simply Money Advisors
Ohio
$18M
2
WCWM
2
Wooster Corthell Wealth Management
Connecticut
$1.19M
3
HI
3
Horizon Investments
North Carolina
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$911K
5
LPT
5
Legacy Private Trust
Wisconsin
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CC
76
Curian Capital
Colorado
$2.5M 49,127 -118 -0.2%
PAG
77
Private Advisor Group
New Jersey
$2.46M 48,298 +20,461 +74%
CFMC
78
Curbstone Financial Management Corp
New Hampshire
$2.43M 47,875 -4,850 -9%
UCFA
79
United Capital Financial Advisors
Texas
$2.25M 44,330 +44,330 New
GCA
80
Greenwood Capital Associates
South Carolina
$2.21M 43,474 +7,535 +21%
TAT
81
TD Ameritrade Trust
Colorado
$2.08M 40,945 +813 +2%
PIM
82
Penobscot Investment Management
Massachusetts
$2.02M 39,760 +30,540 +331%
KC
83
Kingfisher Capital
North Carolina
$2.01M 39,438 -280 -0.7%
LOCC
84
Lombard Odier & Cie (Canada)
Quebec, Canada
$1.93M 37,900 +6,100 +19%
LIM
85
Leavell Investment Management
Alabama
$1.9M 37,328 – –
PGA
86
Portland Global Advisors
Maine
$1.86M 36,512 +2,462 +7%
WT
87
Whittier Trust
California
$1.73M 34,109 -4,747 -12%
AIG
88
American International Group
New York
$1.7M 33,423 -745 -2%
CC
89
Courier Capital
New York
$1.66M 32,666 -1,741 -5%
LNC
90
Lincoln National Corp
Pennsylvania
$1.63M 31,998 -4,600 -13%
CW
91
Cabot-Wellington
Massachusetts
$1.56M 30,675 +16,175 +112%
CG
92
Colony Group
Massachusetts
$1.56M 30,636 -14,465 -32%
FIM
93
Freedom Investment Management
Connecticut
$1.42M 27,976 +3,875 +16%
IFA
94
Interactive Financial Advisors
Illinois
$1.42M 27,884 +91 +0.3%
RBC
95
Ronald Blue & Co
Georgia
$1.42M 27,863 -15,060 -35%
SP
96
Sarasin & Partners
United Kingdom
$1.4M 27,500 – –
NES
97
New England Securities
New York
$1.37M 26,923 -3,558 -12%
RIA
98
Regal Investment Advisors
Michigan
$1.28M 25,263 -866 -3%
Comerica Bank
99
Comerica Bank
Texas
$1.28M 25,261 +3,329 +15%
SC
100
Scotia Capital
Ontario, Canada
$1.27M 25,044 +25,044 New
2 3
4
5 6