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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
SR
2
Swiss Re
Switzerland
$50.8M
3
Ameriprise
3
Ameriprise
Minnesota
$211M
4
U
4
UBS
Switzerland
$140M
5
FSIM
5
F-Squared Investment Management
Massachusetts
$120M

Top Sellers

1
SMA
1
Simply Money Advisors
Ohio
$18M
2
WCWM
2
Wooster Corthell Wealth Management
Connecticut
$1.19M
3
HI
3
Horizon Investments
North Carolina
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$911K
5
LPT
5
Legacy Private Trust
Wisconsin
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
151
Hollencrest Capital Management
California
$341K 6,700 -80 -1%
CNB
152
City National Bank
California
$335K 6,597 -5,300 -45%
VNA
153
VNBTrust National Association
Virginia
$334K 6,570 – –
GC
154
Garde Capital
Washington
$331K 6,510 – –
CWM
155
Cabot Wealth Management
Massachusetts
$329K 6,471 +1,570 +32%
WF
156
Welch & Forbes
Massachusetts
$318K 6,250 -573 -8%
CA
157
Cetera Advisors
Colorado
$318K 6,255 +79 +1%
SEIA
158
Signature Estate & Investment Advisors
California
$315K 6,191 -7,926 -56%
RT
159
Reliance Trust
Georgia
$310K 6,084 – –
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$306K 6,023 +6,023 New
KFS
161
KMS Financial Services
Washington
$303K 5,974 +1,825 +44%
NFG
162
Next Financial Group
Texas
$281K 5,521 +4,971 +904%
DSN
163
D. Scott Neal
Kentucky
$279K 5,495 -790 -13%
VC
164
Vicus Capital
Pennsylvania
$278K 5,462 +5,462 New
BJ
165
Brouwer & Janachowski
California
$273K 5,370 – –
BA
166
Boston Advisors
Massachusetts
$262K 5,163 – –
RCAG
167
Rehmann Capital Advisory Group
Michigan
$262K 5,155 – –
WEC
168
Winslow Evans & Crocker
Massachusetts
$229K 4,516 +8 +0.2%
OC
169
Oppenheimer & Co
New York
$222K 4,366 +140 +3%
HCA
170
Harbour Capital Advisors
Virginia
$213K 4,200 +4,200 New
NPF
171
Norris Perne & French
Michigan
$203K 4,000 – –
SAM
172
Stringer Asset Management
Tennessee
$169K 3,329 +3,329 New
FIG
173
Fusion Investment Group
Pennsylvania
$168K 3,298 -1,290 -28%
SCA
174
Strategic Capital Alternatives
United States
$160K 3,140 +3,140 New
Deutsche Bank
175
Deutsche Bank
Germany
$139K 2,745 +300 +12%
5 6
7
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