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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 Market Value Shares Shares
Change 		Shares
Change %
MC
101
Mathes Company
New York
$1.17M 23,000 – –
LWI
102
Long Wharf Investors
Massachusetts
$1.16M 22,780 +2,480 +12%
WCA
103
Westover Capital Advisors
Delaware
$1.14M 22,354 +14,653 +190%
Comerica Bank
104
Comerica Bank
Texas
$1.11M 21,932 +21,932 New
Barclays
105
Barclays
United Kingdom
$1.09M 21,710 -2,890 -12%
IAA
106
Ironsides Asset Advisors
North Carolina
$1.07M 21,147 +21,147 New
MFS
107
MSI Financial Services
Massachusetts
$1.06M 20,859 -1,332 -6%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$1.05M 20,638 +6,976 +51%
PA
109
Pinnacle Associates
New York
$1.03M 20,265 +5,764 +40%
AI
110
Atria Investments
North Carolina
$987K 19,428 +465 +2%
DIA
111
Dana Investment Advisors
Wisconsin
$974K 19,176 +19,176 New
BMM
112
Buffington Mohr McNeal
Idaho
$972K 19,139 +61 +0.3%
AUIM
113
Aegon USA Investment Management
Iowa
$965K 19,003 – –
ACM
114
Antonetti Capital Management
Florida
$946K 18,626 +1,220 +7%
EA
115
Efficient Advisors
Ohio
$942K 18,551 +18,551 New
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$922K 18,145 +7,207 +66%
AT
117
Arden Trust
Delaware
$863K 16,984 -20 -0.1%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$860K 16,925 – –
LTI
119
Laffer Tengler Investments
Tennessee
$856K 16,860 -4,514 -21%
RJA
120
Raymond James & Associates
Florida
$827K 16,288 -668 -4%
CW
121
Cabot-Wellington
Massachusetts
$737K 14,500 +14,500 New
HighTower Advisors
122
HighTower Advisors
Illinois
$733K 14,427 -135,153 -90%
CS
123
Comerica Securities
Michigan
$725K 14,277 +1 +0%
SEIA
124
Signature Estate & Investment Advisors
California
$717K 14,117 +8,205 +139%
VKH
125
Virtu KCG Holdings
New York
$642K 12,636 +12,636 New
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5
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