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iShares Short Maturity Bond ETF
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Overview Fund Activity

53 hedge funds and large institutions have $892M invested in iShares Short Maturity Bond ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
8
Increased
19
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$243M
2
UCFA
2
United Capital Financial Advisors
Texas
$241M
3
LPL Financial
3
LPL Financial
California
$36.5M
4
BIM
4
BlackRock Investment Management
Delaware
$22.3M
5
AIM
5
Astor Investment Management
Illinois
$9.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.9M
2
TCM
2
TD Capital Management
Tennessee
$892K
3
VKH
3
Virtu KCG Holdings
New York
$0
4
SCA
4
STALEY CAPITAL ADVISERS
Pennsylvania
$23.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.68M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Alesco Advisors
New York
$880K 17,555 +17,555 New
AP
27
Advisors Preferred
Maryland
$778K 15,520 -950 -6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$732K 14,609 +1,678 +13%
NA
29
Nottingham Advisors
New York
$643K 12,825 -8,873 -41%
AI
30
Atria Investments
North Carolina
$581K 11,589 -2,551 -18%
NGA
31
Naples Global Advisors
Florida
$557K 11,102 -3,354 -23%
HighTower Advisors
32
HighTower Advisors
Illinois
$481K 9,590 +193 +2%
LG
33
LaFleur & Godfrey
Michigan
$471K 9,400 +1,700 +22%
CS
34
Credit Suisse
Switzerland
$433K 8,634 -80 -0.9%
RA
35
RFG Advisory
Alabama
$425K 8,480 +8,480 New
CCFCSB
36
Cape Cod Five Cents Savings Bank
Massachusetts
$395K 7,883 +358 +5%
CWM
37
Cabot Wealth Management
Massachusetts
$356K 7,093 – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$341K 6,810 -8,971 -57%
CAN
39
Cetera Advisor Networks
California
$325K 6,495 – –
AIM
40
Aspen Investment Management
Michigan
$316K 6,300 – –
FWSM
41
First Wilshire Securities Management
California
$316K 6,309 +6,309 New
DIA
42
Dana Investment Advisors
Wisconsin
$258K 5,147 -199 -4%
KA
43
Klingman & Associates
New York
$250K 4,990 +3,000 +151%
NPF
44
Norris Perne & French
Michigan
$226K 4,500 – –
CMO
45
Covenant Multifamily Offices
Texas
$203K 4,043 +4,043 New
ASN
46
Advisory Services Network
Georgia
$166K 3,318 +3,318 New
AIG
47
American International Group
New York
$109K 2,165 -3,767 -64%
CB
48
Community Bank
New York
$108K 2,150 – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$86K 1,725 – –
CFS
50
Commonwealth Financial Services
West Virginia
$79K 1,567 -200 -11%
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