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iShares Short Maturity Bond ETF
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Overview Fund Activity

137 hedge funds and large institutions have $1.78B invested in iShares Short Maturity Bond ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
19
Increased
58
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
FDx Advisors
Illinois
$73.6M
2
BlackRock
2
BlackRock
New York
$194M
3
Bank of America
3
Bank of America
North Carolina
$144M
4
SAS
4
Sage Advisory Services
Texas
$22.6M
5
3AM
5
3EDGE Asset Management
Florida
$61.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$95.9M
2
UCFA
2
United Capital Financial Advisors
Texas
$114M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$203M
4
SI
4
SII Investments
Wisconsin
$1.44M
5
UBS Group
5
UBS Group
Switzerland
$74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
76
Capital Advisors Ltd
Ohio
$1.15M -$22.2K -441 -2%
WAM
77
Watermark Asset Management
California
$1.14M -$25.7K -510 -2%
WF
78
WealthTrust Fairport
Ohio
$1.1M -$272K -5,415 -20%
CS
79
Comerica Securities
Michigan
$983K +$182K +3,624 +23%
SFP
80
Shepherd Financial Partners
Massachusetts
$979K +$643K +12,757 +191%
CA
81
Cetera Advisors
Colorado
$957K +$305K +6,079 +47%
VC
82
Vicus Capital
Pennsylvania
$890K +$16.8K +334 +2%
AFP
83
Ausdal Financial Partners
Iowa
$865K +$368K +7,315 +74%
CWM
84
Cornerstone Wealth Management
Missouri
$815K -$99.7K -1,977 -11%
First Trust Advisors
85
First Trust Advisors
Illinois
$795K +$795K +15,818 New
SPC
86
Sigma Planning Corp
Michigan
$788K -$14.2K -282 -2%
VWM
87
Venturi Wealth Management
Texas
$768K -$129K -2,579 -14%
FAAS
88
First Allied Advisory Services
California
$699K +$25.2K +497 +4%
BGC
89
Blue Granite Capital
South Carolina
$687K +$476K +9,500 +226%
SFS
90
Sowell Financial Services
Arkansas
$651K +$46.2K +920 +8%
MIAN
91
Mariner Independent Advisor Network
Kansas
$644K +$13.7K +273 +2%
CAM
92
Concorde Asset Management
Michigan
$634K +$397K +7,893 +168%
SHGA
93
Sand Hill Global Advisors
California
$626K – – –
Citadel Advisors
94
Citadel Advisors
Florida
$619K +$619K +12,307 New
HTC
95
Haverford Trust Company
Pennsylvania
$577K -$5.28K -105 -0.9%
HighTower Advisors
96
HighTower Advisors
Illinois
$575K +$268K +5,360 +87%
OMC
97
Old Mission Capital
Illinois
$530K +$126K +2,508 +31%
TJHA
98
Thomas J. Herzfeld Advisors
Florida
$503K – – –
BIA
99
Barry Investment Advisors
Massachusetts
$453K +$453K +9,000 New
EWA
100
EP Wealth Advisors
California
$452K -$103K -2,047 -19%
2 3
4
5 6