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iShares Floating Rate Bond ETF
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Overview Fund Activity

137 hedge funds and large institutions have $3.18B invested in iShares Floating Rate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 64 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
137
Holders Change
+30
Holders Change %
+28.04%
% of All Funds
4.44%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.62%
New
42
Increased
64
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$277M
2
AssetMark Inc
2
AssetMark Inc
California
$164M
3
SR
3
Swiss Reinsurance
Switzerland
$50.7M
4
SMA
4
Simply Money Advisors
Ohio
$37.6M
5
BTS
5
BB&T Securities
Virginia
$35.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$25.2M
2
AUIM
2
Aegon USA Investment Management
Iowa
$759K
3
LFG
3
LifePlan Financial Group
Ohio
$57K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$30.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.61M
Name Market Value Shares Shares
Change 		Shares
Change %
LTI
1
Laffer Tengler Investments
Tennessee
– – – –
Bank of America
2
Bank of America
North Carolina
$277M 5,472,907 +4,031,914 +280%
AssetMark Inc
3
AssetMark Inc
California
$164M 3,231,822 +3,231,822 New
Ameriprise
4
Ameriprise
Minnesota
$160M 3,163,829 +588,218 +23%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$160M 3,158,684 +217,739 +7%
U
6
UBS
Switzerland
$83.3M 1,643,070 +416,120 +34%
Morgan Stanley
7
Morgan Stanley
New York
$71.1M 1,403,255 +420,002 +43%
LPL Financial
8
LPL Financial
California
$71M 1,401,009 +527,208 +60%
SR
9
Swiss Reinsurance
Switzerland
$50.7M 1,000,000 +1,000,000 New
BCI
10
Brinker Capital Investments
Pennsylvania
$46.1M 909,560 +151,400 +20%
EMA
11
Efficient Market Advisors
California
$43.3M 854,871 +81,235 +11%
Wells Fargo
12
Wells Fargo
California
$39.7M 782,821 +99,759 +15%
SMA
13
Simply Money Advisors
Ohio
$37.6M 742,235 +742,235 New
SMM
14
Stadion Money Management
Georgia
$35.6M 702,743 +325,189 +86%
BTS
15
BB&T Securities
Virginia
$35.4M 69,833 +69,833 New
AC
16
AFAM Capital
Texas
$34.8M 687,514 +136,512 +25%
NA
17
Navellier & Associates
Nevada
$34M 670,472 +609,356 +997%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$30.4M 600,244 -138,507 -19%
DWM
19
Destination Wealth Management
California
$25.5M 502,900 +502,900 New
SNC
20
Stifel Nicolaus & Co
Missouri
$25.3M 499,936 +129,929 +35%
Goldman Sachs
21
Goldman Sachs
New York
$25.2M 496,753 -309,048 -38%
BFA
22
Beaumont Financial Advisors
Massachusetts
$24.5M 483,795 +55,327 +13%
DC
23
Davenport & Co
Virginia
$22.2M 437,850 +79,800 +22%
LPT
24
Legacy Private Trust
Wisconsin
$21M 413,990 +187,339 +83%
FSIM
25
F-Squared Investment Management
Massachusetts
$20.5M 405,147 +405,147 New
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