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iShares Short Maturity Bond ETF
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Overview Fund Activity

206 hedge funds and large institutions have $2.92B invested in iShares Short Maturity Bond ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
4.72%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.39%
New
35
Increased
97
Reduced
42
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$338M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$182M
3
UCFA
United Capital Financial Advisors
Texas
+$112M
4
UBS Group
UBS Group
Switzerland
+$41.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$37M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$215M
2
BlackRock
BlackRock
New York
-$71.4M
3
ONB
Old National Bancorp
Indiana
-$10M
4
SAS
Sage Advisory Services
Texas
-$7.94M
5
Principal Financial Group
Principal Financial Group
Iowa
-$6.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$17.1M +$16.8M +839,056 +5,355%
DF
27
Donoghue Forlines
Massachusetts
$16.7M +$11M +219,188 +194%
SCA
28
STALEY CAPITAL ADVISERS
Pennsylvania
$16.6M -$527K -10,500 -3%
SEI Investments
29
SEI Investments
Pennsylvania
$13.4M -$1.73M -34,518 -11%
KA
30
Klingman & Associates
New York
$13.1M -$4.5M -89,759 -26%
BFG
31
Beacon Financial Group
Texas
$12.4M +$2.05M +40,793 +20%
RBC
32
Roble Belko & Company
Pennsylvania
$10.6M -$1.15M -22,852 -10%
RJA
33
Raymond James & Associates
Florida
$9.08M +$5.19M +103,434 +133%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$8.9M +$6.89M +137,266 +342%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$8.56M +$1.73M +34,532 +25%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$7.9M – – –
HWA
37
Heritage Wealth Advisors
Virginia
$7.69M +$444K +8,844 +6%
WIC
38
Woodmont Investment Counsel
Tennessee
$7.59M +$1.06M +21,101 +16%
BTS
39
BB&T Securities
Virginia
$7.07M +$2.07M +41,246 +41%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$6.88M +$623K +12,425 +10%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$6.74M +$1.96M +39,017 +41%
SFA
42
Stewardship Financial Advisors
Georgia
$6.48M +$6.48M +129,137 New
GFPC
43
Global Financial Private Capital
Florida
$5.92M +$2.02M +40,332 +52%
MBT
44
Montecito Bank & Trust
California
$5.84M -$1.54M -30,661 -21%
AI
45
Atria Investments
North Carolina
$5.75M +$3.64M +72,485 +172%
Stifel Financial
46
Stifel Financial
Missouri
$5.35M +$1.46M +29,011 +37%
CF
47
CNA Financial
Illinois
$5.02M – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$4.53M +$2.16M +43,016 +91%
YWP
49
YorkBridge Wealth Partners
New York
$3.97M +$758K +15,116 +24%
UIA
50
UBP Investment Advisors
Switzerland
$3.97M -$32.2K -646 -0.8%
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