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iShares Short Maturity Bond ETF
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Overview Fund Activity

102 hedge funds and large institutions have $1.83B invested in iShares Short Maturity Bond ETF in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
2.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
27
Increased
38
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$39.7M
2
UCFA
United Capital Financial Advisors
Texas
+$33.4M
3
BIM
BlackRock Investment Management
Delaware
+$18.8M
4
UBS Group
UBS Group
Switzerland
+$16.7M
5
Morgan Stanley
Morgan Stanley
New York
+$16.4M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$22.6M
2
Bank of America
Bank of America
North Carolina
-$15.4M
3
Jane Street
Jane Street
New York
-$11.1M
4
Wells Fargo
Wells Fargo
California
-$7.56M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$318K -$113K -2,241 -26%
AIM
77
Aspen Investment Management
Michigan
$316K – – –
RCA
78
Rowland Carmichael Advisors
Arizona
$316K +$316K +6,298 New
SPC
79
Sigma Planning Corp
Michigan
$275K +$275K +5,475 New
CFS
80
Commonwealth Financial Services
West Virginia
$274K -$25.4K -506 -8%
BWL
81
Bogart Wealth LLC
Virginia
$256K +$256K +5,097 New
HighTower Advisors
82
HighTower Advisors
Illinois
$236K -$36.5K -719 -13%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$227K +$227K +4,545 New
NPF
84
Norris Perne & French
Michigan
$226K – – –
ICOA
85
Investment Centers of America
North Dakota
$219K +$219K +4,382 New
NA
86
Nottingham Advisors
New York
$216K – – –
SI
87
SII Investments
Wisconsin
$216K +$14.3K +284 +7%
NIA
88
Northstar Investment Advisors
Colorado
$212K – – –
BGC
89
Blue Granite Capital
South Carolina
$211K +$211K +4,200 New
BTIS
90
BB&T Investment Services
North Carolina
$98K +$98K +1,950 New
FTUS
91
Flow Traders U.S.
New York
$91K +$91K +1,807 New
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$58K -$30.3K -601 -34%
PA
93
Parallel Advisors
California
$45K +$45K +900 New
US Bancorp
94
US Bancorp
Minnesota
$42K +$27.1K +537 +183%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$42K +841 New
FANJ
96
Financial Architects (New Jersey)
New Jersey
$42K +$42K +845 New
GRP
97
Global Retirement Partners
California
$41K +$41K +810 New
Creative Planning
98
Creative Planning
Kansas
$25K -$85.2K -1,703 -77%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K +$4.11K +80 +32%
MA
100
MUFG Americas
New York
$5K +$5K +90 New
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