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iShares Short Maturity Bond ETF
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Overview Fund Activity

206 hedge funds and large institutions have $2.92B invested in iShares Short Maturity Bond ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
4.72%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.39%
New
35
Increased
97
Reduced
42
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$338M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$182M
3
UCFA
United Capital Financial Advisors
Texas
+$112M
4
UBS Group
UBS Group
Switzerland
+$41.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$37M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$215M
2
BlackRock
BlackRock
New York
-$71.4M
3
ONB
Old National Bancorp
Indiana
-$10M
4
SAS
Sage Advisory Services
Texas
-$7.94M
5
Principal Financial Group
Principal Financial Group
Iowa
-$6.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Affiance Financial
Minnesota
$756K +$756K +15,066 New
FPFS
127
First Personal Financial Services
North Carolina
$662K – – –
WF
128
WealthTrust Fairport
Ohio
$649K -$450K -8,977 -41%
CAL
129
Capital Advisors Ltd
Ohio
$642K – – –
FNT
130
First National Trust
Pennsylvania
$638K +$638K +12,722 New
NCM
131
Northwest Capital Management
Oregon
$623K – – –
MSAM
132
Moloney Securities Asset Management
Missouri
$617K +$106K +2,105 +21%
HTC
133
Haverford Trust Company
Pennsylvania
$600K -$50.1K -1,000 -8%
KeyBank National Association
134
KeyBank National Association
Ohio
$589K +$589K +11,749 New
SHJ
135
Sharkey, Howes & Javer
Colorado
$562K +$561K +11,191 +69,944%
AP
136
Advisors Preferred
Maryland
$559K -$130K -2,600 -19%
BBA
137
Braun-Bostich & Associates
Pennsylvania
$528K +$409K +8,151 +343%
BRWA
138
B. Riley Wealth Advisors
Florida
$507K +$507K +10,097 New
TJHA
139
Thomas J. Herzfeld Advisors
Florida
$502K – – –
DAS
140
Dynamic Advisor Solutions
Arizona
$481K +$87.8K +1,752 +22%
RJT
141
Raymond James Trust
Florida
$436K +$436K +8,684 New
AIM
142
Astor Investment Management
Illinois
$430K +$73.3K +1,461 +21%
PCG
143
Private Capital Group
Connecticut
$416K +$52.6K +1,048 +14%
OMC
144
Old Mission Capital
Illinois
$415K +$415K +8,268 New
NF
145
Nikulski Financial
Iowa
$401K -$1.78M -35,437 -82%
VFA
146
Valeo Financial Advisors
Indiana
$401K – – –
OFG
147
OmniStar Financial Group
North Carolina
$360K +$67.3K +1,343 +23%
UWPG
148
Ullmann Wealth Partners Group
Florida
$358K -$568K -11,348 -61%
JFM
149
Jackson Financial Management
California
$356K +$356K +7,088 New
UR
150
USCA RIA
Texas
$347K – – –
4 5
6
7 8