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iShares Short Maturity Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $2.32B invested in iShares Short Maturity Bond ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
11
Increased
31
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$183M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$560M
3
UCFA
United Capital Financial Advisors
Texas
$555M
4
BIM
BlackRock Investment Management
Delaware
$41M
5
LPL Financial
LPL Financial
California
$32.1M

Top Sellers

1
NYLIM
New York Life Investment Management
New York
$0
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$2.76M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
MIAN
Mariner Independent Advisor Network
Kansas
$0
5
RJA
Raymond James & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$246K -$35.4K -710 -13%
CAN
52
Cetera Advisor Networks
California
$237K -$44.8K -895 -16%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$226K +$167K +3,335 +284%
NPF
54
Norris Perne & French
Michigan
$225K – – –
ASN
55
Advisory Services Network
Georgia
$219K +$56.3K +1,125 +35%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$86K – – –
CFS
57
Commonwealth Financial Services
West Virginia
$78K – – –
S
58
SignatureFD
Georgia
$65K +$65K +1,305 New
AFP
59
Ausdal Financial Partners
Iowa
$53K +$53K +1,057 New
TCM
60
TD Capital Management
Tennessee
$49K +$50 +1 +0.1%
ACM
61
Argentus Capital Management
Texas
$31K +$31K +622 New
Creative Planning
62
Creative Planning
Kansas
$25K – – –
US Bancorp
63
US Bancorp
Minnesota
$15K – – –
BCI
64
Brinker Capital Investments
Pennsylvania
$10K -$11.5K -220 -54%
FPFS
65
First Personal Financial Services
North Carolina
$5K +$5K +91 New
WP
66
WealthPLAN Partners
Nebraska
$950 +$950 +19 New
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21 +$21 +420 New
NYLIM
68
New York Life Investment Management
New York
– -$26.3M -525,202 Closed
RJFSA
69
Raymond James Financial Services Advisors
Florida
– -$741K -14,797 Closed
MIAN
70
Mariner Independent Advisor Network
Kansas
– -$646K -12,894 Closed
RJA
71
Raymond James & Associates
Florida
– -$620K -12,374 Closed
IAA
72
Ironsides Asset Advisors
North Carolina
– -$546K -10,895 Closed
AA
73
Alesco Advisors
New York
– -$440K -8,785 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$436K -8,710 Closed
CS
75
Credit Suisse
Switzerland
– -$432K -8,634 Closed
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