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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.

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
1
Ameriprise
Minnesota
$195M
2
Bank of America
2
Bank of America
North Carolina
$361M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$101M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$35.2M
5
SF
5
Synovus Financial
Georgia
$11.1M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$665K
2
Goldman Sachs
2
Goldman Sachs
New York
$734K
3
JIR
3
James Investment Research
Ohio
$20.4M
4
RBC
4
Ronald Blue & Co
Georgia
$5.51M
5
GLA
5
Great Lakes Advisors
Illinois
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOCC
151
Lombard Odier & Cie (Canada)
Quebec, Canada
$254K +$254K +5,000 New
HCA
152
Harbour Capital Advisors
Virginia
$247K -$38K -750 -13%
WEC
153
Winslow Evans & Crocker
Massachusetts
$241K +$9.69K +191 +4%
RCAG
154
Rehmann Capital Advisory Group
Michigan
$238K -$78.8K -1,552 -25%
MAM
155
Marquette Asset Management
Minnesota
$237K +$237K +4,681 New
KFS
156
KMS Financial Services
Washington
$224K +$224K +4,409 New
IFWM
157
Institute for Wealth Management
Colorado
$215K +$557 +11 +0.3%
OC
158
Oppenheimer & Co
New York
$214K +$214K +4,228 New
Deutsche Bank
159
Deutsche Bank
Germany
$152K +$50.7K +1,000 +50%
MAA
160
Managed Account Advisors
New Jersey
$135K +$135K +2,656 New
PTC
161
Private Trust Company
Ohio
$112K +$31.1K +616 +38%
CFA
162
CT Financial Advisors
Pennsylvania
$83.8K +$83.8K +1,655 New
DBT
163
Dubuque Bank & Trust
Iowa
$82K +$9.68K +190 +13%
OAM
164
Orinda Asset Management
California
$81K – – –
Bessemer Group
165
Bessemer Group
New Jersey
$66K -$2.68M -52,782 -98%
US Bancorp
166
US Bancorp
Minnesota
$51K +$37.3K +732 +273%
Creative Planning
167
Creative Planning
Kansas
$46K -$25.3K -500 -35%
CTC
168
Central Trust Company
Missouri
$38K +$38K +748 New
BPBT
169
Boston Private Bank & Trust
Massachusetts
$37K +$37K +725 New
JFA
170
JNBA Financial Advisors
Minnesota
$36K – – –
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$31K – – –
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$24K +$24K +482 New
ST
173
Smithfield Trust
Pennsylvania
$21K – – –
CFN
174
Cordasco Financial Network
Florida
$12K -$33.1K -634 -73%
PIA
175
Piedmont Investment Advisors
North Carolina
$10.1K – – –
5 6
7
8 9