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iShares Short Maturity Bond ETF
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Overview Fund Activity

131 hedge funds and large institutions have $1.59B invested in iShares Short Maturity Bond ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
22
Increased
56
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
$44.8M
2
UBS Group
UBS Group
Switzerland
$78.5M
3
LPL Financial
LPL Financial
California
$41.8M
4
Morgan Stanley
Morgan Stanley
New York
$169M
5
SI
SII Investments
Wisconsin
$6.21M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$0
2
UCFA
United Capital Financial Advisors
Texas
$150M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$218M
4
BlackRock
BlackRock
New York
$143M
5
HCM
Hollencrest Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$9.29M +$2.19M +43,651 +31%
KA
27
Klingman & Associates
New York
$8.63M +$3.09M +61,506 +56%
WIC
28
Woodmont Investment Counsel
Tennessee
$7.6M +$3.23M +64,209 +74%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$7.05M -$576K -11,452 -8%
SI
30
SII Investments
Wisconsin
$6.21M +$5.6M +111,067 +922%
CF
31
CNA Financial
Illinois
$5.03M – – –
SP
32
Sarasin & Partners
United Kingdom
$5.01M – – –
HJA
33
Hugh Johnson Advisors
New York
$4.73M +$527K +10,493 +13%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$4.26M -$2.06M -41,030 -33%
BFG
35
Beacon Financial Group
Texas
$4.21M +$4.21M +83,677 New
FF
36
Friedenthal Financial
New Jersey
$4.07M -$140K -2,777 -3%
SCA
37
Snowden Capital Advisors
New York
$4.06M +$1.83M +36,411 +82%
PAG
38
Private Advisor Group
New Jersey
$3.44M -$98.7K -1,964 -3%
RBC
39
Ronald Blue & Co
Georgia
$3.18M +$537K +10,683 +20%
Stifel Financial
40
Stifel Financial
Missouri
$3.15M +$426K +8,486 +16%
RJA
41
Raymond James & Associates
Florida
$3.11M +$1.64M +32,670 +112%
Principal Financial Group
42
Principal Financial Group
Iowa
$3.02M +$3.02M +60,067 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$3.01M -$87.4K -1,738 -3%
FWSM
44
First Wilshire Securities Management
California
$2.94M +$789K +15,700 +37%
DC
45
Davenport & Co
Virginia
$2.92M -$207K -4,125 -7%
LFAS
46
Level Four Advisory Services
Texas
$2.7M – – –
TNB
47
Thomasville National Bank
Georgia
$2.38M – – –
JGIA
48
Jackson Grant Investment Advisers
Connecticut
$2.09M +$2.09M +41,515 New
BTS
49
BB&T Securities
Virginia
$2.03M -$1.62M -32,279 -44%
OC
50
Oppenheimer & Co
New York
$1.65M +$391K +7,781 +31%
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