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iShares Short Treasury Bond ETF
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Overview Fund Activity

94 hedge funds and large institutions have $1.15B invested in iShares Short Treasury Bond ETF in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
17
Increased
35
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$189M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$70.1M
3
AssetMark Inc
3
AssetMark Inc
California
$105M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$79.7M
5
BIT
5
BlackRock Institutional Trust
California
$74.6M

Top Sellers

1
DS
1
DRW Securities
Illinois
$0
2
VKH
2
Virtu KCG Holdings
New York
$2.74M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.73M
4
JIR
4
James Investment Research
Ohio
$3.07M
5
IFS
5
Ifrah Financial Services
Arkansas
$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
26
Beaumont Financial Advisors
Massachusetts
$4.13M +$672K +6,092 +19%
RJA
27
Raymond James & Associates
Florida
$4.1M -$5.91M -53,622 -59%
DWM
28
Destination Wealth Management
California
$3.99M -$727K -6,591 -15%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.91M +$3.91M +35,499 New
BCM
30
Bluefin Capital Management
New York
$3.63M +$3.63M +32,915 New
AAM
31
American Asset Management
Florida
$3.52M +$221K +2,000 +7%
CS
32
Credit Suisse
Switzerland
$3.4M +$1.99M +18,052 +141%
JIR
33
James Investment Research
Ohio
$3.07M -$18.7M – –
SAM
34
SignalPoint Asset Management
Missouri
$2.93M +$2.53M +22,916 +621%
SAM
35
Shamrock Asset Management
Texas
$2.92M +$305K +2,764 +12%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$2.87M +$1.39M +12,637 +95%
Deutsche Bank
37
Deutsche Bank
Germany
$2.81M -$992 -9 -0%
BTS
38
BB&T Securities
Virginia
$2.77M +$2.77M +2,508 New
VKH
39
Virtu KCG Holdings
New York
$2.74M -$30.7M -278,369 -92%
Goldman Sachs
40
Goldman Sachs
New York
$2.73M -$18.8M -170,588 -87%
KeyBank National Association
41
KeyBank National Association
Ohio
$2.67M -$387K -3,514 -13%
IFS
42
Ifrah Financial Services
Arkansas
$2.48M -$12.9M -117,409 -84%
CC
43
Curian Capital
Colorado
$2.48M +$618K +5,602 +33%
AA
44
Alesco Advisors
New York
$2.3M +$2.3M +20,875 New
LPL Financial
45
LPL Financial
California
$2.29M -$85.8K -778 -4%
AI
46
Atria Investments
North Carolina
$1.91M -$131K -1,188 -6%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1.91M +$1.19M +10,787 +166%
MAA
48
Managed Account Advisors
New Jersey
$1.82M -$133K -1,208 -7%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.64M -$394K -3,572 -19%
AP
50
Advisors Preferred
Maryland
$1.51M +$1.51M +13,683 New
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