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iShares Short Maturity Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $2.32B invested in iShares Short Maturity Bond ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
11
Increased
31
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$183M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$560M
3
UCFA
United Capital Financial Advisors
Texas
$555M
4
BIM
BlackRock Investment Management
Delaware
$41M
5
LPL Financial
LPL Financial
California
$32.1M

Top Sellers

1
NYLIM
New York Life Investment Management
New York
$0
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$2.76M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
MIAN
Mariner Independent Advisor Network
Kansas
$0
5
RJA
Raymond James & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
26
Haverford Trust Company
Pennsylvania
$1.25M -$200K -3,999 -14%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.19M +$180K +3,601 +18%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.1M +$374K +7,470 +51%
FWSM
29
First Wilshire Securities Management
California
$1.1M +$700K +14,000 +177%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$1.02M -$361K -7,224 -26%
M&T Bank
31
M&T Bank
New York
$997K +$997K +19,936 New
WPW
32
Waldron Private Wealth
Pennsylvania
$908K +$404K +8,080 +80%
SI
33
SII Investments
Wisconsin
$816K +$16.6K +332 +2%
OC
34
Oppenheimer & Co
New York
$799K +$45.6K +911 +6%
TCM
35
Tuttle Capital Management
Connecticut
$664K +$664K +13,281 New
IA
36
IFP Advisors
Florida
$655K +$655K +13,096 New
AI
37
Atria Investments
North Carolina
$649K +$33.4K +667 +5%
AP
38
Advisors Preferred
Maryland
$604K -$99K -1,980 -14%
KA
39
Klingman & Associates
New York
$550K +$300K +6,000 +120%
CWM
40
Cabot Wealth Management
Massachusetts
$533K -$45.8K -915 -8%
NGA
41
Naples Global Advisors
Florida
$522K -$33.5K -670 -6%
NA
42
Nottingham Advisors
New York
$515K -$235K -4,700 -31%
SAM
43
Securian Asset Management
Minnesota
$484K +$484K +9,675 New
FAAS
44
First Allied Advisory Services
California
$481K -$1.5K -30 -0.3%
LG
45
LaFleur & Godfrey
Michigan
$460K – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$390K +$55.8K +1,117 +17%
CCFCSB
47
Cape Cod Five Cents Savings Bank
Massachusetts
$379K -$88.8K -1,775 -19%
PFS
48
Prospera Financial Services
Texas
$344K -$5K -100 -1%
HighTower Advisors
49
HighTower Advisors
Illinois
$319K +$31.4K +623 +11%
AIM
50
Aspen Investment Management
Michigan
$315K – – –
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