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iShares Short Maturity Bond ETF
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Overview Fund Activity

206 hedge funds and large institutions have $2.92B invested in iShares Short Maturity Bond ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
4.72%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.39%
New
35
Increased
97
Reduced
42
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$338M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$182M
3
UCFA
United Capital Financial Advisors
Texas
+$112M
4
UBS Group
UBS Group
Switzerland
+$41.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$37M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$215M
2
BlackRock
BlackRock
New York
-$71.4M
3
ONB
Old National Bancorp
Indiana
-$10M
4
SAS
Sage Advisory Services
Texas
-$7.94M
5
Principal Financial Group
Principal Financial Group
Iowa
-$6.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
51
Friedenthal Financial
New Jersey
$3.91M +$8.93K +178 +0.2%
JWM
52
Jackson Wealth Management
Florida
$3.8M +$3.8M +75,710 New
BCI
53
Brinker Capital Investments
Pennsylvania
$3.76M +$431K +8,599 +13%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$3.71M -$89K -1,773 -2%
SWP
55
Stratos Wealth Partners
Ohio
$3.67M +$2.17M +43,175 +144%
LFAS
56
Level Four Advisory Services
Texas
$3.46M -$57.9K -1,154 -2%
FLA
57
Financial Life Advisors
Texas
$3.43M +$727K +14,499 +27%
CAN
58
Cetera Advisor Networks
California
$3.37M +$478K +9,519 +17%
IFS
59
Ifrah Financial Services
Arkansas
$3.33M +$3.33M +66,421 New
SCA
60
Snowden Capital Advisors
New York
$3.27M +$70.5K +1,406 +2%
FAM
61
Formidable Asset Management
Ohio
$3.15M +$3.15M +62,833 New
SP
62
Sarasin & Partners
United Kingdom
$2.99M -$2.01M -40,000 -40%
WP
63
WealthPLAN Partners
Nebraska
$2.99M -$25.5K -508 -0.8%
KFGK
64
Keystone Financial Group (Kentucky)
Kentucky
$2.97M +$427K +8,534 +17%
Citadel Advisors
65
Citadel Advisors
Florida
$2.95M +$2.95M +58,747 New
SHGA
66
Sand Hill Global Advisors
California
$2.78M +$2.78M +55,360 New
WC
67
Whitney & Co
New York
$2.74M +$2.74M +54,628 New
WLIM
68
White Lighthouse Investment Management
Massachusetts
$2.67M +$525K +10,460 +24%
FAIM
69
Financial Advocates Investment Management
Washington
$2.52M -$147K -2,943 -6%
CS
70
Comerica Securities
Michigan
$2.47M +$333K +6,633 +16%
HW
71
Hancock Whitney
Mississippi
$2.47M +$788K +15,705 +47%
Deutsche Bank
72
Deutsche Bank
Germany
$2.34M +$573K +11,419 +32%
FAAS
73
First Allied Advisory Services
California
$2.33M +$858K +17,109 +58%
OC
74
Oppenheimer & Co
New York
$2.12M -$14.8K -294 -0.7%
MNG
75
Manning & Napier Group
New York
$2.05M – – –
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3
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