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iShares Floating Rate Bond ETF
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Overview Fund Activity

199 hedge funds and large institutions have $2.64B invested in iShares Floating Rate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 62 reducing their positions, and 8 closing their positions.

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
5.78%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.64%
New
22
Increased
88
Reduced
62
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUIM
1
Aegon USA Investment Management
Iowa
$215M
2
SR
2
Swiss Re
Switzerland
$50.8M
3
Ameriprise
3
Ameriprise
Minnesota
$211M
4
U
4
UBS
Switzerland
$140M
5
FSIM
5
F-Squared Investment Management
Massachusetts
$120M

Top Sellers

1
SMA
1
Simply Money Advisors
Ohio
$18M
2
WCWM
2
Wooster Corthell Wealth Management
Connecticut
$1.19M
3
HI
3
Horizon Investments
North Carolina
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$911K
5
LPT
5
Legacy Private Trust
Wisconsin
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$372M 7,315,811 +80,695 +1%
AUIM
2
Aegon USA Investment Management
Iowa
$215M 4,220,002 +4,200,999 +22,107%
Ameriprise
3
Ameriprise
Minnesota
$211M 4,349,326 +917,158 +27%
U
4
UBS
Switzerland
$140M 2,759,211 +834,531 +43%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$135M 2,651,189 +250,512 +10%
FSIM
6
F-Squared Investment Management
Massachusetts
$120M 2,365,366 +532,955 +29%
WIM
7
Windhaven Investment Management
Massachusetts
$114M 2,249,832 -7,473 -0.3%
AssetMark Inc
8
AssetMark Inc
California
$65.9M 1,297,299 +94,424 +8%
EMA
9
Efficient Market Advisors
California
$64.8M 1,275,575 +35,383 +3%
Morgan Stanley
10
Morgan Stanley
New York
$60.3M 1,185,634 -47,084 -4%
BCI
11
Brinker Capital Investments
Pennsylvania
$53.6M 1,055,005 +77,817 +8%
SR
12
Swiss Re
Switzerland
$50.8M 1,000,000 +1,000,000 New
Wells Fargo
13
Wells Fargo
California
$49.2M 967,728 +162,526 +20%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$49.1M 964,991 +474,160 +97%
AA
15
Alesco Advisors
New York
$48.2M 948,209 +45,591 +5%
LPL Financial
16
LPL Financial
California
$45.2M 890,361 -25,363 -3%
AC
17
AFAM Capital
Texas
$38.5M 757,990 +262,232 +53%
SMM
18
Stadion Money Management
Georgia
$34.3M 674,891 -49,707 -7%
DWM
19
Destination Wealth Management
California
$34.2M 672,728 +102,052 +18%
DC
20
Davenport & Co
Virginia
$33M 648,990 +13,538 +2%
MG
21
Mather Group
Illinois
$32M 629,931 +307,213 +95%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$31.7M 623,650 +81,529 +15%
BFA
23
Beaumont Financial Advisors
Massachusetts
$31.1M 612,223 +7,399 +1%
CAM
24
Capstone Asset Management
Texas
$29.6M 583,050 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$28M 550,686 +122,373 +29%
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