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iShares Short Maturity Bond ETF
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Overview Fund Activity

131 hedge funds and large institutions have $1.59B invested in iShares Short Maturity Bond ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
22
Increased
56
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$44.8M
2
UBS Group
2
UBS Group
Switzerland
$78.5M
3
LPL Financial
3
LPL Financial
California
$41.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$169M
5
SI
5
SII Investments
Wisconsin
$6.21M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$150M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$218M
4
BlackRock
4
BlackRock
New York
$143M
5
HCM
5
Hollencrest Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
FDx Advisors
Illinois
$1.5M -$83.9K -1,669 -5%
WF
52
WealthTrust Fairport
Ohio
$1.37M -$782K -15,548 -36%
Goldman Sachs
53
Goldman Sachs
New York
$1.34M +$45.2K +900 +3%
AI
54
Atria Investments
North Carolina
$1.32M +$68.8K +1,368 +5%
SWP
55
Stratos Wealth Partners
Ohio
$1.31M -$74.9K -1,490 -5%
CAN
56
Cetera Advisor Networks
California
$1.28M +$264K +5,250 +26%
RFC
57
Regions Financial Corp
Alabama
$1.26M +$2.21K +44 +0.2%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$1.22M -$13.1K -260 -1%
IA
59
IFP Advisors
Florida
$1.2M +$183K +3,641 +18%
CAL
60
Capital Advisors Ltd
Ohio
$1.17M +$203K +4,040 +21%
WAM
61
Watermark Asset Management
California
$1.17M +$125K +2,477 +12%
MNA
62
Manning & Napier Advisors
New York
$1.16M – – –
ICOA
63
Investment Centers of America
North Dakota
$1.13M +$432K +8,512 +62%
IH
64
IFC Holdings
Florida
$1.12M +$566K +11,185 +102%
SCM
65
SOL Capital Management
Maryland
$955K +$955K +19,000 New
DE
66
Day & Ennis
Georgia
$940K +$510K +10,145 +118%
NA
67
NewEdge Advisors
Louisiana
$935K +$935K +18,616 New
GFPC
68
Global Financial Private Capital
Florida
$911K -$30.4K -605 -3%
CWM
69
Cornerstone Wealth Management
Missouri
$909K +$229K +4,562 +34%
VWM
70
Venturi Wealth Management
Texas
$899K -$350K -6,960 -28%
UWPG
71
Ullmann Wealth Partners Group
Florida
$896K – – –
VC
72
Vicus Capital
Pennsylvania
$873K +$90.3K +1,796 +12%
AP
73
Advisors Preferred
Maryland
$855K +$4.02K +80 +0.5%
SPC
74
Sigma Planning Corp
Michigan
$802K +$561K +11,157 +233%
CS
75
Comerica Securities
Michigan
$800K +$372K +7,398 +87%
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3
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