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iShares Floating Rate Bond ETF
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Overview Fund Activity

209 hedge funds and large institutions have $3.15B invested in iShares Floating Rate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+10
Holders Change %
+5.03%
% of All Funds
5.58%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.61%
New
42
Increased
70
Reduced
70
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$53.9M
2
BCM
2
Bluefin Capital Management
New York
$18.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$77.1M
4
Jane Street
4
Jane Street
New York
$16.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$14M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
Ameriprise
2
Ameriprise
Minnesota
$132M
3
AssetMark Inc
3
AssetMark Inc
California
$249K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$93.4M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
201
Piedmont Investment Advisors
North Carolina
$10.1K – – –
First Manhattan
202
First Manhattan
New York
$9K – – –
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
PSI
204
Pinnacle Summer Investments
Virginia
$7K – – –
AP
205
Atwood & Palmer
Missouri
$6K – – –
KTC
206
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
LIA
207
LS Investment Advisors
Michigan
$5K +$5K +105 New
LWA
208
Lowe Wealth Advisors
Maryland
$3K +$3K +55 New
W
209
Wealthfront
California
$1K – – –
BRWA
210
B. Riley Wealth Advisors
Florida
$15 +$15 +294 New
Manulife (Manufacturers Life Insurance)
211
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8 +$8 +156 New
FSIM
212
F-Squared Investment Management
Massachusetts
– -$120M -2,365,366 Closed
LI
213
LVZ Inc
Michigan
– -$17.3M -340,500 Closed
SIM
214
SSI Investment Management
California
– -$4.06M -79,812 Closed
LIM
215
Leavell Investment Management
Alabama
– -$1.9M -37,328 Closed
PGA
216
Portland Global Advisors
Maine
– -$1.86M -36,512 Closed
SP
217
Sarasin & Partners
United Kingdom
– -$1.4M -27,500 Closed
CS
218
Credit Suisse
Switzerland
– -$1.15M -22,637 Closed
CWM
219
Concert Wealth Management
California
– -$547K -10,775 Closed
AL
220
Aspiriant LLC
California
– -$548K -10,772 Closed
AI
221
Atria Investments
North Carolina
– -$480K -9,437 Closed
ICOA
222
Investment Centers of America
North Dakota
– -$475K -9,367 Closed
ST
223
Smithfield Trust
Pennsylvania
– -$421K -8,271 Closed
FA
224
FDx Advisors
Illinois
– -$371K -7,306 Closed
ACI
225
Alpha Cubed Investments
California
– -$367K -7,212 Closed
6 7 8
9
10