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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 %
WCWM
101
Wooster Corthell Wealth Management
Connecticut
$1.19M 23,417 -228,914 -91%
GLA
102
Great Lakes Advisors
Illinois
$1.19M 23,342 -111 -0.5%
MC
103
Mathes Company
New York
$1.17M 23,000 – –
CS
104
Credit Suisse
Switzerland
$1.15M 22,637 -14,586 -39%
Bank of New York Mellon
105
Bank of New York Mellon
New York
$1.14M 22,494 +1,856 +9%
WCA
106
Westover Capital Advisors
Delaware
$1.14M 22,335 -19 -0.1%
RJA
107
Raymond James & Associates
Florida
$1.12M 21,971 +5,683 +35%
ACM
108
Antonetti Capital Management
Florida
$1.09M 21,509 +2,883 +15%
MFS
109
MSI Financial Services
Massachusetts
$1.08M 21,212 +353 +2%
Barclays
110
Barclays
United Kingdom
$1.05M 20,914 -796 -4%
PA
111
Pinnacle Associates
New York
$1.02M 19,990 -275 -1%
EA
112
Efficient Advisors
Ohio
$1M 19,750 +1,199 +6%
BMM
113
Buffington Mohr McNeal
Idaho
$925K 18,203 -936 -5%
M&T Bank
114
M&T Bank
New York
$925K 18,189 +18,189 New
Goldman Sachs
115
Goldman Sachs
New York
$911K 17,930 -121,967 -87%
1IC
116
1919 Investment Counsel
Maryland
$903K 17,758 -16,370 -48%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$889K 17,490 +565 +3%
LTI
118
Laffer Tengler Investments
Tennessee
$866K 17,032 +172 +1%
AT
119
Arden Trust
Delaware
$863K 16,984 – –
MAA
120
Managed Account Advisors
New Jersey
$774K 15,233 +7,387 +94%
WTC
121
WhitTier Trust Company
Nevada
$705K 13,870 +3,900 +39%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$679K 13,366 -4,779 -26%
HighTower Advisors
123
HighTower Advisors
Illinois
$673K 13,233 -1,194 -8%
DIA
124
Dana Investment Advisors
Wisconsin
$664K 13,065 -6,111 -32%
IAA
125
Ironsides Asset Advisors
North Carolina
$653K 12,847 -8,300 -39%
3 4
5
6 7