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iShares Short Maturity Bond ETF
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Overview Fund Activity

43 hedge funds and large institutions have $342M invested in iShares Short Maturity Bond ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+39
Holders Change %
+975%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$89.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$88.2M
3
Bank of America
3
Bank of America
North Carolina
$60.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.4M
5
BIM
5
BlackRock Investment Management
Delaware
$8.86M

Top Sellers

1
HJA
1
Hugh Johnson Advisors
New York
$0
2
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cabot Wealth Management
Massachusetts
$378K +$378K +7,548 New
CCFCSB
27
Cape Cod Five Cents Savings Bank
Massachusetts
$292K +$292K +5,845 New
CAN
28
Cetera Advisor Networks
California
$280K +$280K +5,600 New
AIM
29
Astor Investment Management
Illinois
$236K +$15.9K +317 +7%
PAG
30
Private Advisor Group
New Jersey
$233K +$233K +4,649 New
Wells Fargo
31
Wells Fargo
California
$228K +$228K +4,568 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$181K +$181K +3,622 New
KA
33
Klingman & Associates
New York
$99K +$99K +1,990 New
DADC
34
D.A. Davidson & Co
Montana
$95K +$95K +1,914 New
AIG
35
American International Group
New York
$90.4K +$90.4K +1,807 New
CFS
36
Commonwealth Financial Services
West Virginia
$88K +$88K +1,767 New
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$86K +$86K +1,725 New
FCCM
38
First City Capital Management
Georgia
$77.8K +$77.8K +1,555 New
BCI
39
Brinker Capital Investments
Pennsylvania
$36K +$36K +711 New
NES
40
New England Securities
New York
$24K +$24K +489 New
Deutsche Bank
41
Deutsche Bank
Germany
$15K +$15K +301 New
NPC
42
National Planning Corporation
California
$10K +$10K +200 New
HJA
43
Hugh Johnson Advisors
New York
– -$387K -7,710 Closed
1
2