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iShares Floating Rate Bond ETF
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Overview Fund Activity

182 hedge funds and large institutions have $2.4B invested in iShares Floating Rate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 20 closing their positions.

Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
5.26%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
29
Increased
74
Reduced
64
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$195M
2
Bank of America
2
Bank of America
North Carolina
$361M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$101M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$35.2M
5
SF
5
Synovus Financial
Georgia
$11.1M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$665K
2
Goldman Sachs
2
Goldman Sachs
New York
$734K
3
JIR
3
James Investment Research
Ohio
$20.4M
4
RBC
4
Ronald Blue & Co
Georgia
$5.51M
5
GLA
5
Great Lakes Advisors
Illinois
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
101
Weatherstone Capital Management
Colorado
$1.11M 219,101 -26,770 -11%
LTI
102
Laffer Tengler Investments
Tennessee
$1.08M 21,374 -415 -2%
BJ
103
Brouwer & Janachowski
California
$1.08M 21,270 -5,980 -22%
LWI
104
Long Wharf Investors
Massachusetts
$1.03M 20,300 +20,300 New
LG
105
Leuthold Group
Minnesota
$999K 19,700 +19,700 New
BMM
106
Buffington Mohr McNeal
Idaho
$967K 19,078 -4,110 -18%
AUIM
107
Aegon USA Investment Management
Iowa
$964K 19,003 +6,691 +54%
AI
108
Atria Investments
North Carolina
$962K 18,963 -19,185 -50%
FAAM
109
First Allied Asset Management
California
$928K 18,323 +5,519 +43%
ACM
110
Antonetti Capital Management
Florida
$883K 17,406 -4,796 -22%
AT
111
Arden Trust
Delaware
$862K 17,004 +2,562 +18%
RJA
112
Raymond James & Associates
Florida
$860K 16,956 +105 +0.6%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$858K 16,925 +2,790 +20%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$736K 14,511 -5,313 -27%
PA
115
Pinnacle Associates
New York
$735K 14,501 -595 -4%
Goldman Sachs
116
Goldman Sachs
New York
$734K 14,480 -460,506 -97%
CS
117
Comerica Securities
Michigan
$724K 14,276 +1,688 +13%
DSN
118
D. Scott Neal
Kentucky
$699K 13,780 – –
Bank of New York Mellon
119
Bank of New York Mellon
New York
$693K 13,662 -6,965 -34%
NEPWA
120
New England Private Wealth Advisors
Massachusetts
$689K 13,575 +3,531 +35%
SCM
121
Saba Capital Management
New York
$665K 13,113 -474,802 -97%
CAN
122
Cetera Advisor Networks
California
$653K 12,982 +2,301 +22%
NPF
123
Norris Perne & French
Michigan
$649K 12,800 +12,800 New
CWM
124
Concert Wealth Management
California
$627K 12,384 -268 -2%
William Blair & Company
125
William Blair & Company
Illinois
$614K 12,100 -434 -3%
3 4
5
6 7