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iShares Floating Rate Bond ETF
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Overview Fund Activity

173 hedge funds and large institutions have $2.29B invested in iShares Floating Rate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+36
Holders Change %
+26.28%
% of All Funds
5.02%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.73%
New
48
Increased
64
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$343M
2
FSIM
F-Squared Investment Management
Massachusetts
$82.6M
3
AA
Alesco Advisors
New York
$42.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$192M
5
CAM
Capstone Asset Management
Texas
$29.3M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$104M
2
BTS
BB&T Securities
Virginia
$0
3
NA
Navellier & Associates
Nevada
$809K
4
AssetMark Inc
AssetMark Inc
California
$155M
5
AC
AFAM Capital
Texas
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
151
Institute for Wealth Management
Colorado
$215K -$365K -7,183 -63%
BA
152
Boston Advisors
Massachusetts
$208K +$208K +4,099 New
CS
153
Credit Suisse
Switzerland
$201K +$201K +3,959 New
MAM
154
Meeder Asset Management
Ohio
$151K +$151K +2,970 New
Invesco
155
Invesco
Georgia
$112K +$112K +2,206 New
Deutsche Bank
156
Deutsche Bank
Germany
$101K -$158K -3,122 -61%
LWA
157
Lenox Wealth Advisors
New York
$99K +$99K +1,960 New
OAM
158
Orinda Asset Management
California
$81K – – –
PTC
159
Private Trust Company
Ohio
$81K +$53K +1,047 +189%
DBT
160
Dubuque Bank & Trust
Iowa
$72K -$13.7K -270 -16%
Creative Planning
161
Creative Planning
Kansas
$71K +$907 +18 +1%
ASN
162
Advisory Services Network
Georgia
$68K +$68K +1,340 New
GI
163
Gradient Investments
Minnesota
$46K +$46K +910 New
CFN
164
Cordasco Financial Network
Florida
$44K +$44K +864 New
JFA
165
JNBA Financial Advisors
Minnesota
$36K – – –
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$31K -$550K -10,924 -95%
ST
167
Smithfield Trust
Pennsylvania
$21K +$21K +410 New
FBT
168
Founders Bank & Trust
Michigan
$18K -$75.5K -1,494 -81%
US Bancorp
169
US Bancorp
Minnesota
$14K +$14K +268 New
PIA
170
Piedmont Investment Advisors
North Carolina
$10.1K +$10.1K +200 New
LFG
171
LifePlan Financial Group
Ohio
$8K -$46.8K -954 -85%
LWCFA
172
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
TWA
173
TCI Wealth Advisors
Arizona
$6K +$6K +112 New
KTC
174
Kistler-Tiffany Companies
Pennsylvania
$5K -$92.8K -1,911 -95%
LG
175
Leuthold Group
Minnesota
– -$5.13M -101,172 Closed
4 5 6
7
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