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iShares Short Maturity Bond ETF
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Overview Fund Activity

102 hedge funds and large institutions have $1.83B invested in iShares Short Maturity Bond ETF in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
2.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
27
Increased
38
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$39.7M
2
UCFA
United Capital Financial Advisors
Texas
+$33.4M
3
BIM
BlackRock Investment Management
Delaware
+$18.8M
4
UBS Group
UBS Group
Switzerland
+$16.7M
5
Morgan Stanley
Morgan Stanley
New York
+$16.4M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$22.6M
2
Bank of America
Bank of America
North Carolina
-$15.4M
3
Jane Street
Jane Street
New York
-$11.1M
4
Wells Fargo
Wells Fargo
California
-$7.56M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$1.38M +$178K +3,544 +15%
CPP
52
Crow Point Partners
Massachusetts
$1.33M +$1.33M +26,400 New
AI
53
Atria Investments
North Carolina
$1.24M +$384K +7,647 +45%
IA
54
IFP Advisors
Florida
$1.23M +$336K +6,692 +37%
MNA
55
Manning & Napier Advisors
New York
$1.21M -$902K – –
OC
56
Oppenheimer & Co
New York
$963K +$345K +6,870 +56%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$859K -$160K -3,191 -16%
UWPG
58
Ullmann Wealth Partners Group
Florida
$819K +$819K +16,340 New
CFA
59
Camarda Financial Advisors
Florida
$815K -$594K -11,838 -42%
Stifel Financial
60
Stifel Financial
Missouri
$755K +$534K +10,680 +242%
CAN
61
Cetera Advisor Networks
California
$739K -$502 -10 -0.1%
FAAS
62
First Allied Advisory Services
California
$711K +$318K +6,345 +81%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$710K +$402K +8,009 +131%
HTC
64
Haverford Trust Company
Pennsylvania
$681K -$200K -3,987 -23%
CAL
65
Capital Advisors Ltd
Ohio
$575K +$575K +11,460 New
MIAN
66
Mariner Independent Advisor Network
Kansas
$553K -$405K -8,074 -42%
AP
67
Advisors Preferred
Maryland
$541K -$610K -12,160 -53%
CCFCSB
68
Cape Cod Five Cents Savings Bank
Massachusetts
$481K -$203K -4,043 -30%
AIM
69
Astor Investment Management
Illinois
$465K +$66.3K +1,320 +17%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$406K +$45.1K +899 +13%
JIP
71
Jaffetilchin Investment Partners
Florida
$353K +$353K +7,029 New
UR
72
USCA RIA
Texas
$347K – – –
LG
73
LaFleur & Godfrey
Michigan
$346K -$85.3K -1,700 -20%
CWM
74
Cabot Wealth Management
Massachusetts
$334K -$61.5K -1,225 -16%
WP
75
WealthSource Partners
California
$319K +$2.61K +52 +0.8%
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