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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 %
AWA
151
Acorn Wealth Advisors
Michigan
$333K +$7.66K +153 +2%
LI
152
LVZ Inc
Michigan
$330K -$2.45M -48,990 -88%
OCM
153
One Capital Management
California
$326K – – –
LG
154
LaFleur & Godfrey
Michigan
$319K – – –
AIM
155
Aspen Investment Management
Michigan
$316K – – –
RCG
156
Ruggie Capital Group
Florida
$307K +$307K +6,117 New
DWM
157
Dynasty Wealth Management
Florida
$306K -$52.7K -1,050 -15%
IWM
158
IHT Wealth Management
Illinois
$301K +$221K +4,414 +277%
IIA
159
IPG Investment Advisors
California
$293K +$293K +5,850 New
SS
160
Simplicity Solutions
Minnesota
$288K +$288K +5,734 New
BI
161
Bramshill Investments
Florida
$286K +$35.4K +706 +14%
LNWWM
162
Laird Norton Wetherby Wealth Management
California
$275K – – –
SG
163
StoneX Group
New York
$262K +$262K +5,217 New
S
164
SignatureFD
Georgia
$253K +$200 +4 +0.1%
Prudential Financial
165
Prudential Financial
New Jersey
$244K +$244K +4,861 New
MWP
166
MYCIO Wealth Partners
Pennsylvania
$241K +$241K +4,802 New
WAOTB
167
Wealth Advisors of Tampa Bay
Florida
$237K – – –
CCA
168
Catalyst Capital Advisors
New York
$221K – – –
PA
169
Parallel Advisors
California
$217K +$207K +4,138 +2,069%
NA
170
Nottingham Advisors
New York
$216K – – –
APA
171
American Portfolios Advisors
New York
$205K +$11.3K +225 +6%
US Bancorp
172
US Bancorp
Minnesota
$205K +$190K +3,792 +1,290%
HPC
173
Hobart Private Capital
North Carolina
$205K +$205K +4,079 New
CA
174
Cetera Advisors
Colorado
$201K -$595K -11,957 -75%
EWM
175
Elmwood Wealth Management
California
$201K – – –
5 6
7
8 9