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iShares Short Maturity Bond ETF
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Overview Fund Activity

121 hedge funds and large institutions have $1.68B invested in iShares Short Maturity Bond ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
32
Increased
44
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$142M
2
MML Investors Services
MML Investors Services
Massachusetts
+$28.6M
3
Wells Fargo
Wells Fargo
California
+$10.5M
4
ST
Spinnaker Trust
Maine
+$9.45M
5
Morgan Stanley
Morgan Stanley
New York
+$8.95M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$81.5M
2
UCFA
United Capital Financial Advisors
Texas
-$54.7M
3
3AM
3EDGE Asset Management
Florida
-$39.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$38.4M
5
SEI Investments
SEI Investments
Pennsylvania
-$5.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$7.62M +$5.83M +116,084 +326%
AG
27
Advisor Group
Arizona
$7.09M +$2.34M +46,618 +49%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$6.32M +$5.61M +111,550 +789%
KA
29
Klingman & Associates
New York
$5.54M +$735K +14,627 +15%
CF
30
CNA Financial
Illinois
$5.03M +$5.03M +100,000 New
SP
31
Sarasin & Partners
United Kingdom
$5.01M +$5.01M +99,650 New
WIC
32
Woodmont Investment Counsel
Tennessee
$4.36M – – –
FF
33
Friedenthal Financial
New Jersey
$4.21M -$161K -3,202 -4%
HJA
34
Hugh Johnson Advisors
New York
$4.21M +$1.77M +35,276 +73%
BTS
35
BB&T Securities
Virginia
$3.65M +$3.65M +72,582 New
PAG
36
Private Advisor Group
New Jersey
$3.54M +$416K +8,294 +13%
HCM
37
Hollencrest Capital Management
California
$3.51M – – –
DC
38
Davenport & Co
Virginia
$3.12M – – –
Baird Financial Group
39
Baird Financial Group
Wisconsin
$3.1M -$79.2K -1,576 -2%
EAM
40
Edge Asset Management
Washington
$3.02M -$2.01M -39,933 -40%
Stifel Financial
41
Stifel Financial
Missouri
$2.73M +$1.97M +39,202 +260%
LFAS
42
Level Four Advisory Services
Texas
$2.7M +$372K +7,418 +16%
RBC
43
Ronald Blue & Co
Georgia
$2.64M +$909K +18,086 +52%
TNB
44
Thomasville National Bank
Georgia
$2.38M +$2.38M +47,300 New
SCA
45
Snowden Capital Advisors
New York
$2.23M -$39.5K -787 -2%
WF
46
WealthTrust Fairport
Ohio
$2.15M -$186K -3,710 -8%
FWSM
47
First Wilshire Securities Management
California
$2.15M +$201K +4,000 +10%
FA
48
FDx Advisors
Illinois
$1.58M +$28.6K +570 +2%
RJA
49
Raymond James & Associates
Florida
$1.46M -$59.5K -1,183 -4%
BWA
50
Burt Wealth Advisors
Maryland
$1.39M – – –
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