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iShares Short Maturity Bond ETF
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Overview Fund Activity

176 hedge funds and large institutions have $1.75B invested in iShares Short Maturity Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+39
Holders Change %
+28.47%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
51
Increased
69
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$225M
2
Goldman Sachs
2
Goldman Sachs
New York
$37M
3
DF
3
Donoghue Forlines
Massachusetts
$24.1M
4
3AM
4
3EDGE Asset Management
Florida
$82.5M
5
MP
5
Manifold Partners
California
$11.4M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
FA
2
FDx Advisors
Illinois
$1.55M
3
UCFA
3
United Capital Financial Advisors
Texas
$48.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$175M
5
BI
5
Bramshill Investments
Florida
$359K
Name Holding Trade Value Shares
Change 		Shares
Change %
UIA
51
UBP Investment Advisors
Switzerland
$3.17M +$3.17M +63,226 New
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$3.07M -$853K -17,022 -22%
GFPC
53
Global Financial Private Capital
Florida
$3.04M +$1.87M +37,289 +159%
DC
54
Davenport & Co
Virginia
$2.65M -$65.2K -1,300 -2%
AFP
55
Ausdal Financial Partners
Iowa
$2.63M +$1.77M +35,225 +205%
HJA
56
Hugh Johnson Advisors
New York
$2.29M -$1.73M -34,440 -43%
OC
57
Oppenheimer & Co
New York
$2.26M +$948K +18,919 +72%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$2.25M +$1.87M +37,325 +488%
FLA
59
Financial Life Advisors
Texas
$2.25M +$2.25M +44,974 New
CAN
60
Cetera Advisor Networks
California
$2.25M +$679K +13,539 +43%
FWSM
61
First Wilshire Securities Management
California
$2.16M -$509K -10,164 -19%
MCM
62
Makena Capital Management
California
$2.12M -$1.54M -30,781 -42%
DS
63
DRW Securities
Illinois
$2.1M +$2.1M +41,966 New
NA
64
NewEdge Advisors
Louisiana
$2.01M +$304K +6,056 +18%
MNG
65
Manning & Napier Group
New York
$1.94M – – –
IH
66
IFC Holdings
Florida
$1.85M +$215K +4,292 +13%
YWP
67
YorkBridge Wealth Partners
New York
$1.85M +$1.85M +36,830 +61,383%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$1.83M +$238K +4,758 +15%
RJA
69
Raymond James & Associates
Florida
$1.73M -$1.32M -26,234 -43%
IA
70
IFP Advisors
Florida
$1.67M +$380K +7,574 +29%
PAG
71
Private Advisor Group
New Jersey
$1.64M -$629K -12,537 -28%
AI
72
Atria Investments
North Carolina
$1.63M +$281K +5,611 +21%
JGIA
73
Jackson Grant Investment Advisers
Connecticut
$1.62M -$527K -10,519 -25%
FA
74
FDx Advisors
Illinois
$1.55M -$71.8M -1,432,300 -98%
GI
75
GS Investments
Minnesota
$1.48M +$53.6K +1,070 +4%
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3
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