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iShares Short Maturity Bond ETF
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Overview Fund Activity

84 hedge funds and large institutions have $2.71B invested in iShares Short Maturity Bond ETF in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+16
Holders Change %
+23.53%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.27%
New
22
Increased
34
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$645M
2
UCFA
2
United Capital Financial Advisors
Texas
$633M
3
EWA
3
EP Wealth Advisors
California
$76.1M
4
AIM
4
Astor Investment Management
Illinois
$38.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$133M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$153M
2
BIM
2
BlackRock Investment Management
Delaware
$21.4M
3
LPL Financial
3
LPL Financial
California
$27.2M
4
SCA
4
STALEY CAPITAL ADVISERS
Pennsylvania
$18.1M
5
HW
5
Hancock Whitney
Mississippi
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
26
Venturi Wealth Management
Texas
$4.02M +$4.02M +80,310 New
HCM
27
Hollencrest Capital Management
California
$3.5M – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.46M +$2.36M +47,172 +215%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$3.36M +$3.36M +67,118 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$3.28M +$3.06M +61,087 +1,354%
DC
31
Davenport & Co
Virginia
$3.28M -$395K -7,885 -11%
BlackRock
32
BlackRock
New York
$3.25M +$3.25M +65,000 New
MFS
33
MSI Financial Services
Massachusetts
$2.68M +$238K +4,755 +10%
WF
34
WealthTrust Fairport
Ohio
$2.36M +$200K +4,000 +9%
IA
35
IFP Advisors
Florida
$2.18M +$1.53M +30,386 +232%
AI
36
Atria Investments
North Carolina
$2.15M +$1.5M +29,890 +230%
SCA
37
Snowden Capital Advisors
New York
$1.63M +$1.63M +32,598 New
FWSM
38
First Wilshire Securities Management
California
$1.56M +$461K +9,200 +42%
BCM
39
Brookstone Capital Management
Illinois
$1.18M +$1.18M +23,617 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.14M -$51.7K -1,032 -4%
M&T Bank
41
M&T Bank
New York
$1.14M +$137K +2,728 +14%
HTC
42
Haverford Trust Company
Pennsylvania
$1.13M -$118K -2,356 -9%
PAG
43
Private Advisor Group
New Jersey
$1.1M -$281K -5,610 -20%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$968K -$56.3K -1,125 -5%
Prudential Financial
45
Prudential Financial
New Jersey
$901K +$901K +18,000 New
OC
46
Oppenheimer & Co
New York
$797K -$2.86K -57 -0.4%
MIAN
47
Mariner Independent Advisor Network
Kansas
$782K +$782K +15,634 New
CCFCSB
48
Cape Cod Five Cents Savings Bank
Massachusetts
$740K +$361K +7,205 +95%
VKH
49
Virtu KCG Holdings
New York
$740K +$740K +14,791 New
BTS
50
BB&T Securities
Virginia
$719K +$719K +14,374 New
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