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iShares Short Maturity Bond ETF
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Overview Fund Activity

190 hedge funds and large institutions have $2.29B invested in iShares Short Maturity Bond ETF in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+14
Holders Change %
+7.95%
% of All Funds
4.36%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.37%
New
38
Increased
90
Reduced
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$159M
2
3AM
3EDGE Asset Management
Florida
+$132M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79M
4
Morgan Stanley
Morgan Stanley
New York
+$64M
5
Bank of America
Bank of America
North Carolina
+$44.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$35.7M
2
MML Investors Services
MML Investors Services
Massachusetts
-$22.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.6M
4
DF
Donoghue Forlines
Massachusetts
-$18.4M
5
MP
Manifold Partners
California
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$13.6M -$22.9M -455,759 -63%
RBC
27
Roble Belko & Company
Pennsylvania
$11.8M +$347K +6,910 +3%
BFG
28
Beacon Financial Group
Texas
$10.4M +$1.95M +38,964 +23%
ONB
29
Old National Bancorp
Indiana
$10M – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$7.9M +$3.26M +64,926 +70%
AFP
31
Ausdal Financial Partners
Iowa
$7.45M +$4.82M +96,106 +183%
MBT
32
Montecito Bank & Trust
California
$7.37M +$7.37M +146,984 New
HWA
33
Heritage Wealth Advisors
Virginia
$7.24M +$7.24M +144,200 New
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$6.83M +$1.41M +28,128 +26%
WIC
35
Woodmont Investment Counsel
Tennessee
$6.53M -$576K -11,485 -8%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$6.26M +$2.14M +42,653 +52%
Principal Financial Group
37
Principal Financial Group
Iowa
$6.24M – – –
DF
38
Donoghue Forlines
Massachusetts
$5.67M -$18.4M -367,670 -76%
CF
39
CNA Financial
Illinois
$5.02M – – –
BTS
40
BB&T Securities
Virginia
$5M +$1.76M +35,193 +55%
SP
41
Sarasin & Partners
United Kingdom
$5M – – –
Baird Financial Group
42
Baird Financial Group
Wisconsin
$4.78M +$1.03M +20,472 +27%
UIA
43
UBP Investment Advisors
Switzerland
$4.03M +$854K +17,031 +27%
FF
44
Friedenthal Financial
New Jersey
$3.9M +$3.01K +60 +0.1%
GFPC
45
Global Financial Private Capital
Florida
$3.9M +$853K +17,011 +28%
Stifel Financial
46
Stifel Financial
Missouri
$3.89M -$481K -9,577 -11%
RJA
47
Raymond James & Associates
Florida
$3.89M +$2.16M +43,138 +125%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$3.79M +$590K +11,769 +18%
NA
49
NewEdge Advisors
Louisiana
$3.62M +$1.61M +32,147 +80%
LFAS
50
Level Four Advisory Services
Texas
$3.52M +$100K +2,003 +3%
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