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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 %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$1.68M -$1.4M -27,933 -46%
IA
77
IFP Advisors
Florida
$1.67M – – –
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$1.51M +$170K +3,389 +13%
SWP
79
Stratos Wealth Partners
Ohio
$1.5M +$55K +1,097 +4%
GI
80
GS Investments
Minnesota
$1.5M +$18.3K +365 +1%
FAAS
81
First Allied Advisory Services
California
$1.47M +$696K +13,878 +90%
MIAN
82
Mariner Independent Advisor Network
Kansas
$1.39M +$163K +3,243 +13%
WAM
83
Watermark Asset Management
California
$1.39M +$101K +2,021 +8%
First Trust Advisors
84
First Trust Advisors
Illinois
$1.33M +$380K +7,567 +40%
FWSM
85
First Wilshire Securities Management
California
$1.33M -$838K -16,700 -39%
RCA
86
Rowland Carmichael Advisors
Arizona
$1.32M +$738K +14,717 +127%
Goldman Sachs
87
Goldman Sachs
New York
$1.32M -$35.7M -711,811 -96%
CAM
88
Concorde Asset Management
Michigan
$1.28M +$680K +13,571 +113%
JGIA
89
Jackson Grant Investment Advisers
Connecticut
$1.26M -$364K -7,264 -22%
RFC
90
Regions Financial Corp
Alabama
$1.26M +$3.01K +60 +0.2%
FA
91
Fortis Advisors
Pennsylvania
$1.25M +$1.25M +24,957 New
HighTower Advisors
92
HighTower Advisors
Illinois
$1.25M +$585K +11,609 +88%
FA
93
FDx Advisors
Illinois
$1.24M -$319K -6,362 -21%
IWC
94
Integrated Wealth Concepts
Massachusetts
$1.12M +$255K +5,095 +30%
WF
95
WealthTrust Fairport
Ohio
$1.1M – – –
PA
96
PFG Advisors
Arizona
$1.08M +$31.7K +631 +3%
WWM
97
Windsor Wealth Management
Indiana
$977K +$977K +19,474 New
SFP
98
Shepherd Financial Partners
Massachusetts
$957K -$13.9K -276 -1%
VWM
99
Venturi Wealth Management
Texas
$953K +$347K +6,913 +57%
MM
100
Meridian Management
Arkansas
$946K – – –
2 3
4
5 6