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iShares Short Treasury Bond ETF
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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 %
AP
51
Advisors Preferred
Maryland
$1.52M +$6.51K +59 +0.4%
Goldman Sachs
52
Goldman Sachs
New York
$1.36M -$1.37M -12,418 -50%
AUIM
53
Aegon USA Investment Management
Iowa
$1.29M +$598K +5,425 +87%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$1.28M +$1.28M +11,605 New
FIM
55
Freedom Investment Management
Connecticut
$1.21M -$291K -2,639 -19%
LPT
56
Legacy Private Trust
Wisconsin
$1.15M +$630K +5,710 +122%
WA
57
WFG Advisors
Texas
$966K -$56.7K -514 -6%
MA
58
MUFG Americas
New York
$838K -$4.08K -37 -0.5%
AI
59
Atria Investments
North Carolina
$803K -$1.11M -10,074 -58%
MFS
60
MSI Financial Services
Massachusetts
$772K +$24.3K +220 +3%
FAAM
61
First Allied Asset Management
California
$754K +$754K +6,828 New
HSBC Holdings
62
HSBC Holdings
United Kingdom
$729K -$64.2K -582 -8%
Barclays
63
Barclays
United Kingdom
$712K +$34.4K +312 +5%
CS
64
Credit Suisse
Switzerland
$665K -$2.73M -24,814 -80%
WEC
65
Winslow Evans & Crocker
Massachusetts
$566K +$332K +3,008 +141%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$515K -$58.7K -532 -10%
FHC
67
First Heartland Consultants
Missouri
$467K +$467K +4,236 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$456K -$37.3K -338 -8%
Nomura Holdings
69
Nomura Holdings
Japan
$441K +$441K +4,000 New
ECAM
70
East Coast Asset Management
Massachusetts
$426K -$2.21K -20 -0.5%
RMCM
71
Reynders McVeigh Capital Management
Massachusetts
$397K – – –
HighTower Advisors
72
HighTower Advisors
Illinois
$338K -$3.58M -32,435 -91%
Comerica Bank
73
Comerica Bank
Texas
$331K -$4.41K -40 -1%
WA
74
Winfield Associates
Ohio
$319K – – –
RCAG
75
Rehmann Capital Advisory Group
Michigan
$288K -$61.8K -561 -18%
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