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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.

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

Top Sellers

1
SCM
Saba Capital Management
New York
$665K
2
Goldman Sachs
Goldman Sachs
New York
$734K
3
JIR
James Investment Research
Ohio
$20.4M
4
RBC
Ronald Blue & Co
Georgia
$5.51M
5
GLA
Great Lakes Advisors
Illinois
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
126
UBS AM
Illinois
$609K -$609K – –
CNB
127
City National Bank
California
$597K -$4.25M -83,801 -88%
Schroder Investment Management Group
128
Schroder Investment Management Group
United Kingdom
$576K – – –
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$555K -$2.75M -54,326 -83%
WTC
130
WhitTier Trust Company
Nevada
$526K -$10.1K -200 -2%
ACM
131
Aviance Capital Management
Florida
$522K +$522K +10,295 New
RC
132
Roundview Capital
New Jersey
$507K +$507K +10,000 New
SFA
133
Sequoia Financial Advisors
Ohio
$449K +$48.3K +952 +12%
SS
134
SG Select
Florida
$434K +$106K +2,093 +32%
CS
135
Credit Suisse
Switzerland
$423K +$222K +4,376 +111%
KA
136
Kovack Advisors
Florida
$416K -$5.43K -107 -1%
WCA
137
Westover Capital Advisors
Delaware
$391K +$391K +7,701 New
ICOA
138
Investment Centers of America
North Dakota
$383K +$8.07K +160 +2%
VFS
139
VSR Financial Services
Kansas
$352K +$352K +6,946 New
PMG
140
ProVise Management Group
Florida
$336K +$336K +6,629 New
VNA
141
VNBTrust National Association
Virginia
$331K -$129K -2,555 -28%
PIM
142
Penobscot Investment Management
Massachusetts
$320K +$320K +6,320 New
FA
143
FDx Advisors
Illinois
$312K -$11.4K -225 -4%
FIG
144
Fusion Investment Group
Pennsylvania
$308K -$163K -3,203 -35%
SEIA
145
Signature Estate & Investment Advisors
California
$300K +$300K +5,912 New
SI
146
SII Investments
Wisconsin
$299K – – –
CA
147
Cetera Advisors
Colorado
$284K +$284K +5,601 New
WPC
148
White Pine Capital
Minnesota
$279K +$10.2K +200 +4%
RT
149
Reliance Trust
Georgia
$268K +$19.9K +394 +8%
HCM
150
Hollencrest Capital Management
California
$259K +$5.08K +100 +2%
4 5
6
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