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iShares Short Maturity Bond ETF
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Overview Fund Activity

221 hedge funds and large institutions have $3.31B invested in iShares Short Maturity Bond ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
5.06%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.57%
New
35
Increased
121
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$183M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$110M
3
Morgan Stanley
Morgan Stanley
New York
$323M
4
AG
Advisor Group
Arizona
$73.2M
5
PAS
Park Avenue Securities
New York
$85.5M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$46.3M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
$132M
3
GIA
GHP Investment Advisors
Colorado
$21.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$588M
5
MBT
Montecito Bank & Trust
California
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
51
BB&T Securities
Virginia
$7.24M +$160K +3,191 +2%
WC
52
Whitney & Co
New York
$6.67M +$3.94M +78,665 +144%
GFPC
53
Global Financial Private Capital
Florida
$6.63M +$707K +14,091 +12%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$6.59M -$143K -2,846 -2%
CS
55
Comerica Securities
Michigan
$6.13M +$3.66M +72,876 +148%
IWP
56
Icon Wealth Partners
Texas
$5.04M +$3.41M +67,858 +209%
CF
57
CNA Financial
Illinois
$5.02M – – –
ALIONA
58
Allianz Life Insurance of North America
Minnesota
$4.96M +$4.96M +98,780 New
GWM
59
Geneos Wealth Management
Colorado
$4.93M +$3.03M +56,664 +159%
BCI
60
Brinker Capital Investments
Pennsylvania
$4.73M +$970K +19,321 +26%
SHGA
61
Sand Hill Global Advisors
California
$4.59M +$1.81M +36,078 +65%
CFGS
62
Concourse Financial Group Securities
Alabama
$4.37M +$4.37M +87,153 New
YWP
63
YorkBridge Wealth Partners
New York
$4.34M +$374K +7,461 +9%
WP
64
WealthSource Partners
California
$4.33M +$3.26M +64,991 +305%
SCA
65
Snowden Capital Advisors
New York
$4.02M +$743K +14,811 +23%
RA
66
RFG Advisory
Alabama
$3.93M +$2.56M +51,030 +188%
Deutsche Bank
67
Deutsche Bank
Germany
$3.92M +$1.58M +31,429 +67%
WAM
68
Watermark Asset Management
California
$3.88M +$2.46M +49,087 +174%
FLA
69
Financial Life Advisors
Texas
$3.81M +$379K +7,554 +11%
PAG
70
Private Advisor Group
New Jersey
$3.8M +$1.87M +37,189 +97%
JWM
71
Jackson Wealth Management
Florida
$3.76M -$43K -857 -1%
CAN
72
Cetera Advisor Networks
California
$3.7M +$325K +6,465 +10%
UIA
73
UBP Investment Advisors
Switzerland
$3.69M -$309K -6,163 -8%
FAAS
74
First Allied Advisory Services
California
$3.63M +$1.3M +25,848 +56%
FAM
75
Formidable Asset Management
Ohio
$3.6M +$447K +8,914 +14%
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