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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
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 %
WA
176
WFG Advisors
Texas
$8K -$923K -17,428 -99%
LFG
177
LifePlan Financial Group
Ohio
$8K – – –
LWCFA
178
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
PSI
179
Pinnacle Summer Investments
Virginia
$7K -$347K -6,984 -98%
TWA
180
TCI Wealth Advisors
Arizona
$6K – – –
BRWM
181
B. Riley Wealth Management
Tennessee
$6K +$6K +125 New
KTC
182
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$4K -$349K -6,976 -99%
TCM
184
Tradewinds Capital Management
Washington
$2K +$2K +41 New
BAAM
185
Baker Avenue Asset Management
California
– -$3.7M -72,893 Closed
DIA
186
Dana Investment Advisors
Wisconsin
– -$1.16M -22,898 Closed
NA
187
Navellier & Associates
Nevada
– -$809K -15,942 Closed
RCM
188
Rotella Capital Management
Washington
– -$695K -13,700 Closed
AP
189
Advisors Preferred
Maryland
– -$583K -11,500 Closed
CFC
190
Coyle Financial Counsel
Illinois
– -$546K -10,765 Closed
BCM
191
Bluefin Capital Management
New York
– -$545K -10,754 Closed
WCM
192
Windham Capital Management
Massachusetts
– -$448K -8,837 Closed
Two Sigma Investments
193
Two Sigma Investments
New York
– -$417K -8,213 Closed
AWE
194
Avidian Wealth Enterprises
Texas
– -$278K -5,489 Closed
CONA
195
Capital One National Association
New York
– -$244K -4,812 Closed
NPC
196
National Planning Corporation
California
– -$223K -4,393 Closed
BA
197
Boston Advisors
Massachusetts
– -$208K -4,099 Closed
MAM
198
Meeder Asset Management
Ohio
– -$151K -2,970 Closed
Invesco
199
Invesco
Georgia
– -$112K -2,206 Closed
LWA
200
Lenox Wealth Advisors
New York
– -$99K -1,960 Closed
5 6 7
8
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