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iShares Short Maturity Bond ETF
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Overview Fund Activity

137 hedge funds and large institutions have $1.78B invested in iShares Short Maturity Bond ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
19
Increased
58
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
FDx Advisors
Illinois
$73.6M
2
BlackRock
BlackRock
New York
$194M
3
Bank of America
Bank of America
North Carolina
$144M
4
SAS
Sage Advisory Services
Texas
$22.6M
5
3AM
3EDGE Asset Management
Florida
$61.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$95.9M
2
UCFA
United Capital Financial Advisors
Texas
$114M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$203M
4
SI
SII Investments
Wisconsin
$1.44M
5
UBS Group
UBS Group
Switzerland
$74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
126
Camarda Financial Advisors
Florida
$23K -$26K -527 -53%
LWM
127
Lenox Wealth Management
Ohio
$20K +$1.88K +38 +10%
US Bancorp
128
US Bancorp
Minnesota
$15K – – –
SBL
129
Sargent Bickham Lagudis
Colorado
$14K +$14K +270 New
PA
130
Parallel Advisors
California
$10K – – –
Citigroup
131
Citigroup
New York
$10K +$10K +207 New
YWP
132
YorkBridge Wealth Partners
New York
$3K – – –
BCI
133
Brinker Capital Investments
Pennsylvania
$2K – – –
GWM
134
Geneos Wealth Management
Colorado
$2K +$2K +41 New
RA
135
Rational Advisors
New York
$1K – – –
APSP
136
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$83 +1 +9%
AWM
137
AllSquare Wealth Management
New York
$1K +$1K +13 New
Principal Financial Group
138
Principal Financial Group
Iowa
– -$3.02M -60,067 Closed
SCM
139
SOL Capital Management
Maryland
– -$955K -19,000 Closed
PWAG
140
Polaris Wealth Advisory Group
California
– -$637K -12,672 Closed
Ameriprise
141
Ameriprise
Minnesota
– -$464K -9,231 Closed
NPF
142
Norris Perne & French
Michigan
– -$226K -4,500 Closed
SG
143
StoneX Group
New York
– -$207K -4,125 Closed
CLOS
144
Compagnie Lombard Odier SCmA
Switzerland
– -$151K -3,000 Closed
Creative Planning
145
Creative Planning
Kansas
– -$67K -1,324 Closed
FANJ
146
Financial Architects (New Jersey)
New Jersey
– -$16K -325 Closed
HR
147
Howe & Rusling
New York
– -$7K -132 Closed
AssetMark Inc
148
AssetMark Inc
California
– -$5K -100 Closed
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