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iShares Floating Rate Bond ETF
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Overview Fund Activity

173 hedge funds and large institutions have $2.29B invested in iShares Floating Rate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
173
Holders Change
+36
Holders Change %
+26.28%
% of All Funds
5.02%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.73%
New
48
Increased
64
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$343M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$82.6M
3
AA
3
Alesco Advisors
New York
$42.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$192M
5
CAM
5
Capstone Asset Management
Texas
$29.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$104M
2
BTS
2
BB&T Securities
Virginia
$0
3
NA
3
Navellier & Associates
Nevada
$809K
4
AssetMark Inc
4
AssetMark Inc
California
$155M
5
AC
5
AFAM Capital
Texas
$27.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$343M 6,757,801 +1,284,894 +23%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$192M 3,789,589 +630,905 +20%
AssetMark Inc
3
AssetMark Inc
California
$155M 3,057,719 -174,103 -5%
WIM
4
Windhaven Investment Management
Massachusetts
$113M 2,224,980 -79,785 -3%
U
5
UBS
Switzerland
$110M 2,161,954 +518,884 +32%
Ameriprise
6
Ameriprise
Minnesota
$104M 2,051,514 -1,112,315 -35%
FSIM
7
F-Squared Investment Management
Massachusetts
$82.6M 1,629,065 +1,223,918 +302%
Morgan Stanley
8
Morgan Stanley
New York
$70.2M 1,384,458 -18,797 -1%
LPL Financial
9
LPL Financial
California
$64.6M 1,274,498 -126,511 -9%
EMA
10
Efficient Market Advisors
California
$52.7M 1,038,708 +183,837 +22%
SR
11
Swiss Reinsurance
Switzerland
$50.7M 1,000,000 – –
BCI
12
Brinker Capital Investments
Pennsylvania
$49.8M 982,233 +72,673 +8%
AA
13
Alesco Advisors
New York
$42.5M 837,161 +837,161 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$40.5M 799,237 +198,993 +33%
SMA
15
Simply Money Advisors
Ohio
$38.5M 758,164 +15,929 +2%
Wells Fargo
16
Wells Fargo
California
$36.8M 725,685 -57,136 -7%
SMM
17
Stadion Money Management
Georgia
$36.5M 719,261 +16,518 +2%
CAM
18
Capstone Asset Management
Texas
$29.3M 577,000 +577,000 New
DWM
19
Destination Wealth Management
California
$27.7M 545,311 +42,411 +8%
AC
20
AFAM Capital
Texas
$27.4M 539,673 -147,841 -22%
RBC
21
Ronald Blue & Co
Georgia
$27.1M 534,495 +517,104 +2,973%
BFA
22
Beaumont Financial Advisors
Massachusetts
$26.9M 530,073 +46,278 +10%
SCM
23
Saba Capital Management
New York
$24.7M 487,915 +487,915 New
Goldman Sachs
24
Goldman Sachs
New York
$24.1M 474,986 -21,767 -4%
DC
25
Davenport & Co
Virginia
$21.9M 432,697 -5,153 -1%
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