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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
Ameriprise
2
Ameriprise
Minnesota
$211M
3
U
3
UBS
Switzerland
$140M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$120M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$49.1M

Top Sellers

1
JIR
1
James Investment Research
Ohio
$18.5M
2
SMA
2
Simply Money Advisors
Ohio
$18M
3
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$1.19M
4
HI
4
Horizon Investments
North Carolina
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$911K
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
126
KeyBank National Association
Ohio
$643K 12,641 +12,641 New
UBS AM
127
UBS AM
Illinois
– – – –
William Blair & Company
128
William Blair & Company
Illinois
$604K 11,885 -283 -2%
BOTW
129
Bank of the West
California
$588K 11,570 +11,570 New
VKH
130
Virtu KCG Holdings
New York
$573K 11,281 -1,355 -11%
AL
131
Aspiriant LLC
California
$548K 10,772 -18,561 -63%
CWM
132
Concert Wealth Management
California
$547K 10,775 -1,388 -11%
AWS
133
Aris Wealth Services
Pennsylvania
$506K 9,954 +1,566 +19%
AI
134
Atria Investments
North Carolina
$480K 9,437 -9,991 -51%
ICOA
135
Investment Centers of America
North Dakota
$475K 9,367 +9,367 New
JG
136
Jefferies Group
New York
$462K 9,091 -34,512 -79%
SFA
137
Sequoia Financial Advisors
Ohio
$449K 8,832 – –
BA
138
BlackRock Advisors
Delaware
$429K 8,440 +2,034 +32%
ST
139
Smithfield Trust
Pennsylvania
$421K 8,271 +7,861 +1,917%
BWAM
140
Boyd Watterson Asset Management
Ohio
$420K 8,260 +8,260 New
FAAM
141
First Allied Asset Management
California
$418K 8,273 +8,273 New
CAN
142
Cetera Advisor Networks
California
$413K 8,111 +2,980 +58%
SI
143
SII Investments
Wisconsin
$402K 7,909 +500 +7%
ACM
144
Aviance Capital Management
Florida
$379K 7,462 -2,710 -27%
FA
145
FDx Advisors
Illinois
$371K 7,306 +864 +13%
ACI
146
Alpha Cubed Investments
California
$367K 7,212 -1,823 -20%
Schroder Investment Management Group
147
Schroder Investment Management Group
United Kingdom
$354K 6,970 -2,000 -22%
SAM
148
Shamrock Asset Management
Texas
$354K 6,959 -45,708 -87%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$348K 6,855 +637 +10%
WPC
150
White Pine Capital
Minnesota
$346K 6,800 +1,500 +28%
4 5
6
7 8