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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
LPL Financial
California
$183M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$110M
3
Morgan Stanley
Morgan Stanley
New York
$323M
4
AG
Advisor Group
Arizona
$73.2M
5
PAS
Park Avenue Securities
New York
$85.5M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$46.3M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
$132M
3
GIA
GHP Investment Advisors
Colorado
$21.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$588M
5
MBT
Montecito Bank & Trust
California
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
126
Sharkey, Howes & Javer
Colorado
$1.25M +$685K +13,653 +122%
MM
127
Meridian Management
Arkansas
$1.23M +$281K +5,600 +30%
SHIM
128
Stone House Investment Management
Pennsylvania
$1.22M +$1.22M +24,337 New
FWSM
129
First Wilshire Securities Management
California
$1.15M -$306K -6,100 -21%
PCG
130
Private Capital Group
Connecticut
$1.09M +$669K +13,336 +161%
BAM
131
Belpointe Asset Management
Nevada
$1.04M +$1.04M +20,639 New
CIBC World Market
132
CIBC World Market
Ontario, Canada
$996K +$173K +3,443 +21%
CCM
133
Covington Capital Management
California
$979K +$979K +19,500 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$930K +$28.4K +566 +3%
UWPG
135
Ullmann Wealth Partners Group
Florida
$923K +$564K +11,248 +157%
KWM
136
Kingsview Wealth Management
Oregon
$921K +$921K +18,343 New
SC
137
Scotia Capital
Ontario, Canada
$914K +$100K +2,000 +12%
SFP
138
Shepherd Financial Partners
Massachusetts
$911K – – –
NF
139
Nikulski Financial
Iowa
$910K +$510K +10,170 +127%
CCM
140
Crabel Capital Management
California
$896K – – –
TC
141
Trilogy Capital
California
$887K +$819K +16,327 +1,210%
Prudential Financial
142
Prudential Financial
New Jersey
$869K +$625K +12,450 +256%
BRWA
143
B. Riley Wealth Advisors
Florida
$679K +$172K +3,422 +34%
FPFS
144
First Personal Financial Services
North Carolina
$662K – – –
3C
145
361 Capital
Colorado
$654K +$654K +13,034 New
WF
146
WealthTrust Fairport
Ohio
$649K – – –
Wolverine Trading
147
Wolverine Trading
Illinois
$647K +$647K +12,895 New
CAL
148
Capital Advisors Ltd
Ohio
$642K – – –
FNT
149
First National Trust
Pennsylvania
$638K – – –
VFA
150
Valeo Financial Advisors
Indiana
$631K +$230K +4,590 +57%
4 5
6
7 8