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iShares Short Maturity Bond ETF
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Overview Fund Activity

84 hedge funds and large institutions have $2.71B invested in iShares Short Maturity Bond ETF in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+16
Holders Change %
+23.53%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.27%
New
22
Increased
34
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$645M
2
UCFA
2
United Capital Financial Advisors
Texas
$633M
3
EWA
3
EP Wealth Advisors
California
$76.1M
4
AIM
4
Astor Investment Management
Illinois
$38.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$133M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$153M
2
BIM
2
BlackRock Investment Management
Delaware
$21.4M
3
LPL Financial
3
LPL Financial
California
$27.2M
4
SCA
4
STALEY CAPITAL ADVISERS
Pennsylvania
$18.1M
5
HW
5
Hancock Whitney
Mississippi
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
51
Advisors Preferred
Maryland
$688K +$84K +1,680 +14%
FAAS
52
First Allied Advisory Services
California
$677K +$195K +3,902 +40%
KA
53
Klingman & Associates
New York
$550K – – –
AIG
54
American International Group
New York
$527K +$280K +5,590 +113%
NGA
55
Naples Global Advisors
Florida
$522K – – –
NA
56
Nottingham Advisors
New York
$515K – – –
RJA
57
Raymond James & Associates
Florida
$505K +$505K +10,087 New
CWM
58
Cabot Wealth Management
Massachusetts
$498K -$35K -700 -7%
SS
59
Simplicity Solutions
Minnesota
$469K +$469K +9,362 New
LG
60
LaFleur & Godfrey
Michigan
$461K – – –
ASN
61
Advisory Services Network
Georgia
$448K +$229K +4,563 +104%
CAM
62
Concorde Asset Management
Michigan
$392K +$392K +7,832 New
PFS
63
Prospera Financial Services
Texas
$344K – – –
RJFSA
64
Raymond James Financial Services Advisors
Florida
$324K +$324K +6,463 New
HighTower Advisors
65
HighTower Advisors
Illinois
$320K +$1.81K +36 +0.6%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$318K -$72.3K -1,446 -19%
AIM
67
Aspen Investment Management
Michigan
$315K – – –
RBC
68
Ronald Blue & Co
Georgia
$315K +$315K +6,285 New
AFP
69
Ausdal Financial Partners
Iowa
$250K +$197K +3,934 +372%
CAN
70
Cetera Advisor Networks
California
$237K – – –
NPF
71
Norris Perne & French
Michigan
$225K – – –
CA
72
Cetera Advisors
Colorado
$215K +$215K +4,280 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$86K – – –
BWA
74
Burt Wealth Advisors
Maryland
$80K +$80K +1,600 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75K +$54K +1,080 +257%
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