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iShares Short Maturity Bond ETF
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Overview Fund Activity

137 hedge funds and large institutions have $1.78B invested in iShares Short Maturity Bond ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
19
Increased
58
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
FDx Advisors
Illinois
$73.6M
2
BlackRock
2
BlackRock
New York
$194M
3
Bank of America
3
Bank of America
North Carolina
$144M
4
SAS
4
Sage Advisory Services
Texas
$22.6M
5
3AM
5
3EDGE Asset Management
Florida
$61.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$95.9M
2
UCFA
2
United Capital Financial Advisors
Texas
$114M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$203M
4
SI
4
SII Investments
Wisconsin
$1.44M
5
UBS Group
5
UBS Group
Switzerland
$74M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWSM
51
First Wilshire Securities Management
California
$2.68M -$262K -5,200 -9%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$2.6M +$1.91M +38,018 +279%
TNB
53
Thomasville National Bank
Georgia
$2.38M – – –
PAG
54
Private Advisor Group
New Jersey
$2.27M -$1.17M -23,360 -34%
JGIA
55
Jackson Grant Investment Advisers
Connecticut
$2.16M +$67.6K +1,344 +3%
MNA
56
Manning & Napier Advisors
New York
$2.06M -$1.16M – –
ICOA
57
Investment Centers of America
North Dakota
$1.81M +$679K +13,370 +60%
NA
58
NewEdge Advisors
Louisiana
$1.71M +$776K +15,442 +83%
BTS
59
BB&T Securities
Virginia
$1.71M -$317K -6,314 -16%
IH
60
IFC Holdings
Florida
$1.65M +$530K +10,500 +47%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.6M +$385K +7,654 +32%
CAN
62
Cetera Advisor Networks
California
$1.57M +$294K +5,844 +23%
SI
63
SII Investments
Wisconsin
$1.44M -$4.82M -94,769 -77%
GI
64
GS Investments
Minnesota
$1.43M +$1.43M +28,490 New
AI
65
Atria Investments
North Carolina
$1.35M +$26.3K +522 +2%
Goldman Sachs
66
Goldman Sachs
New York
$1.34M – – –
OC
67
Oppenheimer & Co
New York
$1.32M -$335K -6,663 -20%
UWPG
68
Ullmann Wealth Partners Group
Florida
$1.3M +$408K +8,135 +46%
IA
69
IFP Advisors
Florida
$1.3M +$94.2K +1,873 +8%
SWP
70
Stratos Wealth Partners
Ohio
$1.29M -$12.8K -254 -1%
DE
71
Day & Ennis
Georgia
$1.28M +$341K +6,779 +36%
RFC
72
Regions Financial Corp
Alabama
$1.26M -$2.21K -44 -0.2%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.25M +$671K +13,351 +117%
GFPC
74
Global Financial Private Capital
Florida
$1.18M +$267K +5,314 +29%
VF
75
Virtu Financial
New York
$1.18M +$1.18M +23,433 New
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3
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