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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 %
AssetMark Inc
1
AssetMark Inc
California
$159M +$54.3M +492,872 +52%
Bank of America
2
Bank of America
North Carolina
$151M +$8.33M +75,502 +6%
BFA
3
BlackRock Fund Advisors
California
$100M -$12.4M -112,041 -11%
BIT
4
BlackRock Institutional Trust
California
$73.4M -$1.23M -11,173 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$70.8M -$8.95M -81,139 -11%
Morgan Stanley
6
Morgan Stanley
New York
$67.9M -$28.6M -258,984 -30%
FSIM
7
F-Squared Investment Management
Massachusetts
$61.9M -$8.23M -74,662 -12%
Ameriprise
8
Ameriprise
Minnesota
$54.8M +$13M +357,815 +31%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$36.9M +$16.7M +151,221 +83%
Wells Fargo
10
Wells Fargo
California
$22.3M +$1.67M +15,147 +8%
HP
11
HT Partners
Connecticut
$21.3M +$20.7M +187,411 +3,173%
IA
12
IndexIQ Advisors
New York
$21.2M -$6.15M -55,814 -23%
WS
13
Wedbush Securities
California
$17.4M +$12.3M +111,250 +238%
U
14
UBS
Switzerland
$16M -$8.63M -78,274 -35%
UCFA
15
United Capital Financial Advisors
Texas
$15.9M +$15.9M +144,628 New
WIM
16
Windhaven Investment Management
Massachusetts
$14.4M +$14.4M +130,958 New
Citigroup
17
Citigroup
New York
$12.9M -$2.26M -20,519 -15%
SAM
18
Shamrock Asset Management
Texas
$12.3M +$9.42M +85,382 +322%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$11.3M +$514K +4,660 +5%
BTS
20
BB&T Securities
Virginia
$9.54M +$6.77M +6,143 +245%
SC
21
Scotia Capital
Ontario, Canada
$8.87M +$2.95M +26,738 +50%
PI
22
Placemark Investments
Illinois
$8.15M -$3.25M -29,475 -29%
TFA
23
Transamerica Financial Advisors
Florida
$8.08M +$803K +7,278 +11%
B
24
Baird
Wisconsin
$6.17M +$628K +5,699 +11%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$5.87M -$157K -1,426 -3%
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