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iShares Short Maturity Bond ETF
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Overview Fund Activity

121 hedge funds and large institutions have $1.68B invested in iShares Short Maturity Bond ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
32
Increased
44
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$142M
2
MML Investors Services
MML Investors Services
Massachusetts
+$28.6M
3
Wells Fargo
Wells Fargo
California
+$10.5M
4
ST
Spinnaker Trust
Maine
+$9.45M
5
Morgan Stanley
Morgan Stanley
New York
+$8.95M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$81.5M
2
UCFA
United Capital Financial Advisors
Texas
-$54.7M
3
3AM
3EDGE Asset Management
Florida
-$39.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$38.4M
5
SEI Investments
SEI Investments
Pennsylvania
-$5.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
Cabot Wealth Management
Massachusetts
$215K -$119K -2,365 -36%
BGC
102
Blue Granite Capital
South Carolina
$211K – – –
DDPIC
103
Deroy & Devereaux Private Investment Counsel
Michigan
$202K +$202K +4,016 New
FHA
104
Flagship Harbor Advisors
Massachusetts
$200K +$200K +3,994 New
BTIS
105
BB&T Investment Services
North Carolina
$174K +$75.5K +1,493 +77%
Creative Planning
106
Creative Planning
Kansas
$102K +$77K +1,537 +307%
SSB
107
Sandy Spring Bank
Maryland
$60K +$60K +1,196 New
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$58K – – –
GRP
109
Global Retirement Partners
California
$49K +$8.42K +168 +21%
FANJ
110
Financial Architects (New Jersey)
New Jersey
$42K – – –
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$3.16K +62 +19%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$26.9K -540 -64%
US Bancorp
113
US Bancorp
Minnesota
$15K -$27.4K -537 -65%
PA
114
Parallel Advisors
California
$10K -$35K -700 -78%
SIC
115
Salem Investment Counselors
North Carolina
$8K +$8K +166 New
BCI
116
Brinker Capital Investments
Pennsylvania
$2K – – –
YWP
117
YorkBridge Wealth Partners
New York
$2K +$2K +49 New
AWM
118
AllSquare Wealth Management
New York
$1K – – –
RA
119
Rational Advisors
New York
$1K +$1K +10 New
AP
120
Advisors Preferred
Maryland
$851 +$309 +6,150 +57%
TCM
121
TD Capital Management
Tennessee
– -$5.22M -104,070 Closed
LSV Asset Management
122
LSV Asset Management
Illinois
– -$2.26M -45,000 Closed
CPP
123
Crow Point Partners
Massachusetts
– -$1.33M -26,400 Closed
MIAN
124
Mariner Independent Advisor Network
Kansas
– -$553K -11,025 Closed
JIP
125
Jaffetilchin Investment Partners
Florida
– -$353K -7,029 Closed
2 3 4
5
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