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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.

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
Stifel Financial
2
Stifel Financial
Missouri
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$361M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$101M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35.2M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$665K
2
Goldman Sachs
2
Goldman Sachs
New York
$734K
3
RBC
3
Ronald Blue & Co
Georgia
$5.51M
4
GLA
4
Great Lakes Advisors
Illinois
$1.27M
5
LI
5
LVZ Inc
Michigan
$1.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$361M 7,124,516 +366,715 +5%
Ameriprise
2
Ameriprise
Minnesota
$195M 3,838,552 +1,787,038 +87%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$185M 3,644,185 -145,404 -4%
AssetMark Inc
4
AssetMark Inc
California
$153M 3,020,588 -37,131 -1%
U
5
UBS
Switzerland
$113M 2,223,736 +61,782 +3%
WIM
6
Windhaven Investment Management
Massachusetts
$111M 2,191,286 -33,694 -2%
FSIM
7
F-Squared Investment Management
Massachusetts
$101M 1,992,074 +363,009 +22%
Morgan Stanley
8
Morgan Stanley
New York
$64.5M 1,271,295 -113,163 -8%
LPL Financial
9
LPL Financial
California
$59.9M 1,181,890 -92,608 -7%
EMA
10
Efficient Market Advisors
California
$59.4M 1,170,953 +132,245 +13%
SR
11
Swiss Reinsurance
Switzerland
$50.7M 1,000,000 – –
BCI
12
Brinker Capital Investments
Pennsylvania
$49.5M 976,773 -5,460 -0.6%
AA
13
Alesco Advisors
New York
$44.8M 882,924 +45,763 +5%
Wells Fargo
14
Wells Fargo
California
$41M 809,197 +83,512 +12%
SMA
15
Simply Money Advisors
Ohio
$38.1M 752,081 -6,083 -0.8%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$36.5M 719,732 -79,505 -10%
SMM
17
Stadion Money Management
Georgia
$35.3M 696,548 -22,713 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$35.2M 695,088 +302,466 +77%
BFA
19
Beaumont Financial Advisors
Massachusetts
$32.4M 638,733 +108,660 +20%
DC
20
Davenport & Co
Virginia
$30.8M 607,022 +174,325 +40%
CAM
21
Capstone Asset Management
Texas
$29.3M 577,000 – –
DWM
22
Destination Wealth Management
California
$28.3M 557,520 +12,209 +2%
AC
23
AFAM Capital
Texas
$27.3M 538,290 -1,383 -0.3%
Stifel Financial
24
Stifel Financial
Missouri
$25.3M 498,382 +498,382 New
ECML
25
Eagle Capital Management (Louisiana)
Louisiana
$21.1M 416,655 -11,790 -3%
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