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iShares Floating Rate Bond ETF

187 hedge funds and large institutions have $2.24B invested in iShares Floating Rate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 18 closing their positions.

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
5.38%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.63%
New
25
Increased
72
Reduced
71
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$368M 7,235,116 +110,600 +2%
Ameriprise
2
Ameriprise
Minnesota
$171M 3,432,168 -406,384 -11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$122M 2,400,677 -1,243,508 -34%
WIM
4
Windhaven Investment Management
Massachusetts
$115M 2,257,305 +66,019 +3%
U
5
UBS
Switzerland
$97.8M 1,924,680 -299,056 -13%
FSIM
6
F-Squared Investment Management
Massachusetts
$93.1M 1,832,411 -159,663 -8%
EMA
7
Efficient Market Advisors
California
$63M 1,240,192 +69,239 +6%
Morgan Stanley
8
Morgan Stanley
New York
$62.6M 1,232,718 -38,577 -3%
AssetMark Inc
9
AssetMark Inc
California
$61.1M 1,202,875 -1,817,713 -60%
SR
10
Swiss Reinsurance
Switzerland
$50.8M 1,000,000
BCI
11
Brinker Capital Investments
Pennsylvania
$49.6M 977,188 +415 +0%
LPL Financial
12
LPL Financial
California
$46.5M 915,724 -266,166 -23%
AA
13
Alesco Advisors
New York
$45.9M 902,618 +19,694 +2%
Wells Fargo
14
Wells Fargo
California
$40.9M 805,202 -3,995 -0.5%
SMA
15
Simply Money Advisors
Ohio
$36.9M 725,552 -26,529 -4%
SMM
16
Stadion Money Management
Georgia
$36.8M 724,598 +28,050 +4%
DC
17
Davenport & Co
Virginia
$32.3M 635,452 +28,430 +5%
BFA
18
Beaumont Financial Advisors
Massachusetts
$30.7M 604,824 -33,909 -5%
CAM
19
Capstone Asset Management
Texas
$29.6M 583,050 +6,050 +1%
DWM
20
Destination Wealth Management
California
$29M 570,676 +13,156 +2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$27.5M 542,121 -177,611 -25%
AC
22
AFAM Capital
Texas
$25.2M 495,758 -42,532 -8%
Stifel Financial
23
Stifel Financial
Missouri
$25M 492,436 -5,946 -1%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$24.9M 490,831 +88,169 +22%
DJSG
25
D.J. St. Germain
Massachusetts
$23.3M 459,482 +434,625 +1,749%