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iShares Short Maturity Bond ETF
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Overview Fund Activity

190 hedge funds and large institutions have $2.29B invested in iShares Short Maturity Bond ETF in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+14
Holders Change %
+7.95%
% of All Funds
4.36%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.37%
New
38
Increased
90
Reduced
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$159M
2
3AM
3EDGE Asset Management
Florida
+$132M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79M
4
Morgan Stanley
Morgan Stanley
New York
+$64M
5
Bank of America
Bank of America
North Carolina
+$44.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$35.7M
2
MML Investors Services
MML Investors Services
Massachusetts
-$22.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.6M
4
DF
Donoghue Forlines
Massachusetts
-$18.4M
5
MP
Manifold Partners
California
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$3.33M +$2.81M +56,047 +546%
YWP
52
YorkBridge Wealth Partners
New York
$3.21M +$1.36M +27,075 +73%
SCA
53
Snowden Capital Advisors
New York
$3.2M -$343K -6,831 -10%
WP
54
WealthPLAN Partners
Nebraska
$3.01M +$1.62M +32,368 +117%
CAN
55
Cetera Advisor Networks
California
$2.89M +$647K +12,900 +29%
LI
56
LVZ Inc
Michigan
$2.79M +$2.44M +48,571 +693%
FLA
57
Financial Life Advisors
Texas
$2.7M +$450K +8,979 +20%
FAIM
58
Financial Advocates Investment Management
Washington
$2.67M +$1.33M +26,414 +98%
KFGK
59
Keystone Financial Group (Kentucky)
Kentucky
$2.55M -$791K -15,775 -24%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$2.38M +$119K +2,374 +5%
HJA
61
Hugh Johnson Advisors
New York
$2.29M -$3.51K -70 -0.2%
PAG
62
Private Advisor Group
New Jersey
$2.21M +$572K +11,414 +35%
NF
63
Nikulski Financial
Iowa
$2.18M +$1.29M +25,638 +144%
WLIM
64
White Lighthouse Investment Management
Massachusetts
$2.14M +$1.08M +21,630 +103%
CS
65
Comerica Securities
Michigan
$2.14M +$679K +13,535 +47%
OC
66
Oppenheimer & Co
New York
$2.14M -$129K -2,562 -6%
MCM
67
Makena Capital Management
California
$2.12M – – –
AI
68
Atria Investments
North Carolina
$2.12M +$489K +9,755 +30%
DC
69
Davenport & Co
Virginia
$2.08M -$573K -11,425 -22%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$2.02M +$180K +3,584 +10%
DE
71
Day & Ennis
Georgia
$1.78M +$425K +8,475 +31%
Deutsche Bank
72
Deutsche Bank
Germany
$1.77M +$1.77M +35,214 New
WCM
73
Windsor Capital Management
Arizona
$1.75M +$665K +13,264 +61%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$1.74M +$1.35M +26,946 +344%
HW
75
Hancock Whitney
Mississippi
$1.68M +$1.68M +33,520 New
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