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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 %
APA
151
American Portfolios Advisors
New York
$194K +$179K +3,561 +1,183%
LWM
152
Lenox Wealth Management
Ohio
$182K +$163K +3,248 +835%
GRP
153
Global Retirement Partners
California
$170K +$40.2K +799 +31%
GBBWRPM
154
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$157K +$21.5K +427 +16%
GSC
155
G&S Capital
Colorado
$155K – – –
BEAM
156
Baker Ellis Asset Management
Washington
$150K – – –
APP
157
Avantax Planning Partners
Iowa
$149K -$91.5K -1,827 -38%
PGA
158
Premia Global Advisors
Florida
$130K -$128K -2,579 -50%
BBA
159
Braun-Bostich & Associates
Pennsylvania
$119K +$78K +1,556 +190%
MOS
160
MGO One Seven
Ohio
$106K +$83.7K +1,663 +375%
BWA
161
Burt Wealth Advisors
Maryland
$80K – – –
IWM
162
IHT Wealth Management
Illinois
$80K +$19.1K +381 +31%
SSB
163
Sandy Spring Bank
Maryland
$60K – – –
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$58K – – –
SIS
165
Sound Income Strategies
Florida
$54K +$54K +1,079 New
CMBA
166
C.M. Bidwell & Associates
Hawaii
$39K -$110K -2,215 -74%
Citigroup
167
Citigroup
New York
$33K – – –
PO
168
Private Ocean
California
$25K +$25K +500 New
MSA
169
Marino Stram & Associates
Massachusetts
$21K +$51 +1 +0.2%
MPPLM
170
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$21K +$11K +225 +111%
SPIA
171
Steward Partners Investment Advisory
New York
$20K – – –
US Bancorp
172
US Bancorp
Minnesota
$15K – – –
GI
173
Gradient Investments
Minnesota
$13K +$13K +267 New
PA
174
Parallel Advisors
California
$10K – – –
ACM
175
Aviance Capital Management
Florida
$10K +$10K +199 New
5 6
7
8 9