SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

95 hedge funds and large institutions have $1.09B invested in iShares Short Treasury Bond ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.75%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
13
Increased
27
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$54.3M
2
HP
HT Partners
Connecticut
+$20.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.7M
4
UCFA
United Capital Financial Advisors
Texas
+$15.9M
5
WIM
Windhaven Investment Management
Massachusetts
+$14.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.6M
2
BFA
BlackRock Fund Advisors
California
-$12.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.95M
4
U
UBS
Switzerland
-$8.63M
5
FSIM
F-Squared Investment Management
Massachusetts
-$8.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Horizon Investments
North Carolina
$5.51M +$5.51M +49,970 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$5.35M +$147K +1,333 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.23M +$4.1M +37,196 +363%
DS
29
DRW Securities
Illinois
$4.52M +$4.52M +41,019 New
OC
30
Oppenheimer & Co
New York
$4.29M -$563K -5,103 -12%
DWM
31
Destination Wealth Management
California
$4.05M +$60.4K +548 +2%
RJA
32
Raymond James & Associates
Florida
$3.75M -$352K -3,192 -9%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$3.28M +$407K +3,690 +14%
CNB
34
City National Bank
California
$3.15M +$2.93M +26,533 +1,291%
AAM
35
American Asset Management
Florida
$3.09M -$436K -3,952 -12%
JIR
36
James Investment Research
Ohio
$2.97M -$3.07M – –
SAM
37
SignalPoint Asset Management
Missouri
$2.93M – – –
Deutsche Bank
38
Deutsche Bank
Germany
$2.81M – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.73M -$1.61M -14,618 -37%
CC
40
Curian Capital
Colorado
$2.65M +$171K +1,553 +7%
KeyBank National Association
41
KeyBank National Association
Ohio
$2.51M -$159K -1,441 -6%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$2.37M +$730K +6,624 +44%
IFS
43
Ifrah Financial Services
Arkansas
$2.32M -$155K -1,408 -6%
AA
44
Alesco Advisors
New York
$2.3M – – –
BCM
45
Bluefin Capital Management
New York
$2M -$1.7M -15,108 -46%
LPL Financial
46
LPL Financial
California
$1.96M -$331K -3,003 -14%
AIG
47
American International Group
New York
$1.91M -$3.62M -32,858 -65%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$1.89M -$13.7K -124 -0.7%
MAA
49
Managed Account Advisors
New Jersey
$1.82M -$9.04K -82 -0.5%
BFA
50
Beaumont Financial Advisors
Massachusetts
$1.72M -$2.4M -21,809 -58%
1
2
3 4 5