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

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$46.3M
2
TTSTC
2
Texas Treasury Safekeeping Trust Company
Texas
$132M
3
GIA
3
GHP Investment Advisors
Colorado
$21.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$588M
5
MBT
5
Montecito Bank & Trust
California
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
76
Venturi Wealth Management
Texas
$3.57M +$1.96M +39,206 +122%
CAM
77
Concorde Asset Management
Michigan
$3.41M +$1.8M +35,770 +112%
IFS
78
Ifrah Financial Services
Arkansas
$3.33M +$100 +2 +0%
BBA
79
Braun-Bostich & Associates
Pennsylvania
$3.29M +$2.76M +55,026 +523%
WLIM
80
White Lighthouse Investment Management
Massachusetts
$3.2M +$535K +10,650 +20%
WP
81
WealthPLAN Partners
Nebraska
$3.2M +$219K +4,368 +7%
KFGK
82
Keystone Financial Group (Kentucky)
Kentucky
$3.19M +$220K +4,382 +7%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$3.19M -$521K -10,390 -14%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$3.16M +$2.03M +40,534 +180%
SWP
85
Stratos Wealth Partners
Ohio
$2.92M -$749K -14,923 -20%
FAIM
86
Financial Advocates Investment Management
Washington
$2.83M +$301K +6,004 +12%
DE
87
Day & Ennis
Georgia
$2.78M +$1.04M +20,815 +60%
HighTower Advisors
88
HighTower Advisors
Illinois
$2.76M +$1.92M +38,183 +230%
JGIA
89
Jackson Grant Investment Advisers
Connecticut
$2.59M +$1.05M +20,985 +69%
SPC
90
Sigma Planning Corp
Michigan
$2.37M +$1.17M +23,311 +98%
OC
91
Oppenheimer & Co
New York
$2.23M +$104K +2,082 +5%
IA
92
IFP Advisors
Florida
$2.19M +$656K +13,077 +43%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$2.18M +$374K +7,457 +21%
MBT
94
Montecito Bank & Trust
California
$2.12M -$3.71M -74,007 -64%
ASN
95
Advisory Services Network
Georgia
$2.12M +$276K +5,498 +15%
DC
96
Davenport & Co
Virginia
$2.05M +$903 +18 +0%
MNG
97
Manning & Napier Group
New York
$2.02M -$2.05M – –
HW
98
Hancock Whitney
Mississippi
$1.99M -$477K -9,500 -19%
SFS
99
Sowell Financial Services
Arkansas
$1.99M +$150K +2,644 +8%
CIM
100
Corda Investment Management
Texas
$1.98M +$1.98M +39,540 New
2 3
4
5 6