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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 %
RVP
76
Relative Value Partners
Illinois
$245K – – –
AMIM
77
Aull & Monroe Investment Management
Alabama
$245K – – –
Jane Street
78
Jane Street
New York
$232K -$4.42M -40,055 -95%
FA
79
FDx Advisors
Illinois
$213K +$213K +1,934 New
F
80
Filament
Washington
$211K – – –
V
81
Veritable
Delaware
$203K +$203K +1,838 New
IFWM
82
Institute for Wealth Management
Colorado
$143K -$360K -3,265 -72%
BC
83
Brinker Capital
Pennsylvania
$132K +$132K +1,202 New
Creative Planning
84
Creative Planning
Kansas
$105K +$59K +535 +128%
US Bancorp
85
US Bancorp
Minnesota
$101K -$613K -5,581 -86%
NES
86
New England Securities
New York
$54K – – –
EWM
87
Elite Wealth Management
Washington
$35K -$107K -978 -75%
PP
88
Palladium Partners
Virginia
$33K +$33K +300 New
SAMC
89
Shinko Asset Management Company
Japan
$33K +$33K +300 New
LIA
90
LS Investment Advisors
Michigan
$25K – – –
JA
91
JOYN Advisors
Georgia
$18K – – –
MWP
92
MYCIO Wealth Partners
Pennsylvania
$17K – – –
RIA
93
Regal Investment Advisors
Michigan
$12K -$36.9K -335 -75%
BIM
94
BlackRock Investment Management
Delaware
$8K -$123K -1,134 -94%
MBT
95
Monroe Bank & Trust
Michigan
$8K -$14.9K -140 -65%
BPBT
96
Boston Private Bank & Trust
Massachusetts
$3K – – –
VKH
97
Virtu KCG Holdings
New York
– -$2.74M -24,844 Closed
NPC
98
National Planning Corporation
California
– -$1.27M -11,509 Closed
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
– -$992K -9,000 Closed
VA
100
Valmark Advisers
Ohio
– -$918K -8,323 Closed
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