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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 %
UWPG
101
Ullmann Wealth Partners Group
Florida
$927K +$351K +6,995 +61%
VC
102
Vicus Capital
Pennsylvania
$912K -$6.17K -123 -0.7%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$898K +$636K +12,681 +243%
CCM
104
Crabel Capital Management
California
$895K – – –
IWP
105
Icon Wealth Partners
Texas
$889K +$737K +14,703 +486%
SFS
106
Sowell Financial Services
Arkansas
$839K +$152K +3,031 +22%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$827K +$16K +318 +2%
SC
108
Scotia Capital
Ontario, Canada
$813K +$813K +16,217 New
CA
109
Cetera Advisors
Colorado
$800K -$71K -1,419 -8%
CWM
110
Cornerstone Wealth Management
Missouri
$788K -$495K -9,845 -39%
CA
111
Continuum Advisory
Idaho
$782K +$782K +15,581 New
SPC
112
Sigma Planning Corp
Michigan
$669K -$131K -2,617 -16%
FPFS
113
First Personal Financial Services
North Carolina
$662K +$662K +13,191 New
HTC
114
Haverford Trust Company
Pennsylvania
$651K +$100K +2,000 +18%
CAL
115
Capital Advisors Ltd
Ohio
$642K -$125K -2,495 -16%
Jane Street
116
Jane Street
New York
$637K -$8.76M -174,776 -93%
FHA
117
Flagship Harbor Advisors
Massachusetts
$625K +$378K +7,525 +153%
NCM
118
Northwest Capital Management
Oregon
$623K -$100K -1,994 -14%
Ameriprise
119
Ameriprise
Minnesota
$520K +$520K +10,369 New
MSAM
120
Moloney Securities Asset Management
Missouri
$512K +$512K +10,198 New
TJHA
121
Thomas J. Herzfeld Advisors
Florida
$502K – – –
WP
122
WealthSource Partners
California
$451K – – –
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$421K +$218K +4,340 +107%
UAS
124
United Asset Strategies
New York
$413K +$413K +8,240 New
VFA
125
Valeo Financial Advisors
Indiana
$401K +$401K +8,000 New
3 4
5
6 7