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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 %
KA
101
Kovack Advisors
Florida
$1.95M +$1.95M +38,846 New
FHA
102
Flagship Harbor Advisors
Massachusetts
$1.9M +$300K +5,982 +19%
PA
103
PFG Advisors
Arizona
$1.86M +$620K +12,372 +50%
OIA
104
OneDigital Investment Advisors
Kansas
$1.82M +$799K +15,918 +78%
HJA
105
Hugh Johnson Advisors
New York
$1.8M -$130K -2,595 -7%
MCM
106
Makena Capital Management
California
$1.76M -$176K -3,515 -9%
AFP
107
Ausdal Financial Partners
Iowa
$1.73M -$245K -4,889 -12%
First Trust Advisors
108
First Trust Advisors
Illinois
$1.69M -$17.7K -352 -1%
IWC
109
Integrated Wealth Concepts
Massachusetts
$1.68M +$394K +7,870 +31%
FF
110
Fluent Financial
Texas
$1.67M -$55.1K -1,097 -3%
SIA
111
SeaBridge Investment Advisors
New Jersey
$1.52M -$10K -200 -0.7%
WCM
112
Windsor Capital Management
Arizona
$1.5M +$45.9K +916 +3%
SPIA
113
Steward Partners Investment Advisory
New York
$1.48M +$360K +7,182 +32%
RJT
114
Raymond James Trust
Florida
$1.46M +$1.02M +20,395 +235%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.46M +$588K +11,717 +68%
GI
116
GS Investments
Minnesota
$1.43M -$20.1K -400 -1%
BAAM
117
Baker Avenue Asset Management
California
$1.41M +$1.41M +28,162 New
CAM
118
Cidel Asset Management
Ontario, Canada
$1.38M +$226K +3,800 +20%
RFC
119
Regions Financial Corp
Alabama
$1.36M +$50.2K +1,000 +4%
WWM
120
Windsor Wealth Management
Indiana
$1.35M +$247K +4,926 +22%
FA
121
FDx Advisors
Illinois
$1.35M +$270K +5,372 +25%
Goldman Sachs
122
Goldman Sachs
New York
$1.32M – – –
AF
123
Affiance Financial
Minnesota
$1.27M +$518K +10,318 +68%
FA
124
Fortis Advisors
Pennsylvania
$1.27M +$7.68K +153 +0.6%
SIC
125
Sigma Investment Counselors
Michigan
$1.26M +$1.26M +25,000 New
3 4
5
6 7