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iShares Short Maturity Bond ETF
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Overview Fund Activity

221 hedge funds and large institutions have $3.31B invested in iShares Short Maturity Bond ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
5.06%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.57%
New
35
Increased
121
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$183M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$110M
3
Morgan Stanley
Morgan Stanley
New York
$323M
4
AG
Advisor Group
Arizona
$73.2M
5
PAS
Park Avenue Securities
New York
$85.5M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$46.3M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
$132M
3
GIA
GHP Investment Advisors
Colorado
$21.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$588M
5
MBT
Montecito Bank & Trust
California
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Conservest Capital Advisors
Pennsylvania
$22.9M +$2.31M +46,022 +11%
GIA
27
GHP Investment Advisors
Colorado
$21.5M -$7.37M -146,811 -26%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$19.4M +$10.8M +216,138 +127%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$17.6M +$10.8M +214,233 +156%
SCA
30
STALEY CAPITAL ADVISERS
Pennsylvania
$16.7M +$50.2K +1,000 +0.3%
CWM
31
Cornerstone Wealth Management
Missouri
$16.2M -$854K -42,914 -5%
ST
32
Spinnaker Trust
Maine
$16M -$2.9M -57,822 -15%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$14.8M +$6.93M +138,147 +88%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$14.8M +$5.89M +117,406 +66%
KA
35
Klingman & Associates
New York
$14.7M +$1.66M +33,093 +13%
SEI Investments
36
SEI Investments
Pennsylvania
$13.1M -$398K -7,875 -3%
JFM
37
Jackson Financial Management
California
$12.5M +$12.1M +241,379 +3,405%
SFA
38
Stewardship Financial Advisors
Georgia
$12.1M +$5.64M +112,307 +87%
BFG
39
Beacon Financial Group
Texas
$11.8M -$621K -12,365 -5%
ST
40
Smithfield Trust
Pennsylvania
$11.7M +$11.7M +232,350 New
AI
41
Atria Investments
North Carolina
$11.6M +$5.8M +115,524 +101%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$10.4M +$5.9M +117,501 +130%
RJA
43
Raymond James & Associates
Florida
$10.2M +$1.13M +22,541 +12%
RBC
44
Roble Belko & Company
Pennsylvania
$10M -$622K -12,400 -6%
HWA
45
Heritage Wealth Advisors
Virginia
$9.34M +$1.66M +33,051 +22%
CG
46
CFO4Life Group
Texas
$9.19M +$9.19M +183,184 New
NA
47
NewEdge Advisors
Louisiana
$9.19M +$5.07M +100,932 +123%
Stifel Financial
48
Stifel Financial
Missouri
$8.58M +$3.23M +64,373 +60%
CIR
49
Clear Investment Research
Georgia
$7.98M +$7.98M +159,024 New
WIC
50
Woodmont Investment Counsel
Tennessee
$7.45M -$142K -2,835 -2%
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