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iShares Floating Rate Bond ETF
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Overview Fund Activity

209 hedge funds and large institutions have $3.15B invested in iShares Floating Rate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 28 closing their positions.

Holders
209
Holders Change
+10
Holders Change %
+5.03%
% of All Funds
5.58%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.61%
New
42
Increased
70
Reduced
70
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$53.9M
2
BCM
2
Bluefin Capital Management
New York
$18.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$77.1M
4
Jane Street
4
Jane Street
New York
$16.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$14M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
Ameriprise
2
Ameriprise
Minnesota
$132M
3
AssetMark Inc
3
AssetMark Inc
California
$249K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$93.4M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$1.86M -$584K -11,552 -24%
FIM
102
Freedom Investment Management
Connecticut
$1.74M +$325K +6,437 +23%
LNC
103
Lincoln National Corp
Pennsylvania
$1.72M +$99K +1,958 +6%
WT
104
Whittier Trust
California
$1.69M -$30.3K -600 -2%
AP
105
Advisors Preferred
Maryland
$1.67M +$1.67M +33,100 New
Bank of New York Mellon
106
Bank of New York Mellon
New York
$1.66M +$526K +10,403 +46%
RJA
107
Raymond James & Associates
Florida
$1.58M +$471K +9,313 +42%
CW
108
Cabot-Wellington
Massachusetts
$1.58M +$26.5K +525 +2%
RBC
109
Ronald Blue & Co
Georgia
$1.37M -$39.7K -786 -3%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$1.34M +$1.34M +26,556 New
IFA
111
Interactive Financial Advisors
Illinois
$1.32M -$92.7K -1,833 -7%
TAT
112
TD Ameritrade Trust
Colorado
$1.25M -$815K -16,132 -39%
LOT
113
Lombard Odier Transatlantic
Quebec, Canada
$1.23M +$1.23M +24,400 New
RIA
114
Regal Investment Advisors
Michigan
$1.21M -$69.4K -1,374 -5%
WCA
115
Westover Capital Advisors
Delaware
$1.19M +$61.1K +1,209 +5%
WCWM
116
Wooster Corthell Wealth Management
Connecticut
$1.18M -$354 -7 -0%
MC
117
Mathes Company
New York
$1.16M – – –
MFS
118
MSI Financial Services
Massachusetts
$1.1M +$24.7K +488 +2%
Barclays
119
Barclays
United Kingdom
$1.05M – – –
EA
120
Efficient Advisors
Ohio
$1.04M +$39.9K +790 +4%
CLOS
121
Compagnie Lombard Odier SCmA
Switzerland
$1.01M +$1.01M +19,900 New
PA
122
Pinnacle Associates
New York
$1M -$8.84K -175 -0.9%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$879K -$5.31K -105 -0.6%
AT
124
Arden Trust
Delaware
$858K – – –
AIG
125
American International Group
New York
$852K -$838K -16,573 -50%
3 4
5
6 7