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iShares Short Maturity Bond ETF
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Overview Fund Activity

137 hedge funds and large institutions have $1.78B invested in iShares Short Maturity Bond ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
19
Increased
58
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
FDx Advisors
Illinois
$73.6M
2
BlackRock
2
BlackRock
New York
$194M
3
Bank of America
3
Bank of America
North Carolina
$144M
4
SAS
4
Sage Advisory Services
Texas
$22.6M
5
3AM
5
3EDGE Asset Management
Florida
$61.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$95.9M
2
UCFA
2
United Capital Financial Advisors
Texas
$114M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$203M
4
SI
4
SII Investments
Wisconsin
$1.44M
5
UBS Group
5
UBS Group
Switzerland
$74M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$13.3M +$2.51M +49,809 +23%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$13.3M +$1.05M +20,958 +9%
KA
28
Klingman & Associates
New York
$12.9M +$4.31M +85,733 +50%
BCM
29
Brookstone Capital Management
Illinois
$12.5M +$1.01M +20,154 +9%
AG
30
Advisor Group
Arizona
$11.3M +$1.96M +39,060 +21%
BFG
31
Beacon Financial Group
Texas
$8.1M +$3.89M +77,338 +92%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$6.95M -$102K -2,029 -1%
RBC
33
Roble Belko & Company
Pennsylvania
$6.34M +$6.32M +125,589 +25,269%
WIC
34
Woodmont Investment Counsel
Tennessee
$6.3M -$1.3M -25,850 -17%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$5.17M +$917K +18,236 +22%
CF
36
CNA Financial
Illinois
$5.03M – – –
SP
37
Sarasin & Partners
United Kingdom
$5.01M – – –
MWM
38
Mascoma Wealth Management
New Hampshire
$4.38M +$4.38M +86,995 New
HJA
39
Hugh Johnson Advisors
New York
$4.03M -$707K -14,065 -15%
FF
40
Friedenthal Financial
New Jersey
$3.98M -$91.7K -1,823 -2%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$3.94M +$3.94M +78,362 New
SCA
42
Snowden Capital Advisors
New York
$3.93M -$127K -2,533 -3%
MCM
43
Makena Capital Management
California
$3.67M +$3.67M +72,991 New
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$3.51M +$3.51M +69,817 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$3.31M +$304K +6,038 +10%
RJA
46
Raymond James & Associates
Florida
$3.05M -$55.1K -1,096 -2%
Stifel Financial
47
Stifel Financial
Missouri
$2.94M -$228K -4,521 -7%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$2.78M +$2.73M +54,311 +5,711%
DC
49
Davenport & Co
Virginia
$2.72M -$199K -3,960 -7%
LFAS
50
Level Four Advisory Services
Texas
$2.72M +$9.91K +197 +0.4%
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