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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 %
NCM
151
Northwest Capital Management
Oregon
$625K +$1.96K +39 +0.3%
FM
152
Foster & Motley
Ohio
$615K -$333K -6,649 -35%
VC
153
Vicus Capital
Pennsylvania
$605K -$299K -5,962 -33%
HTC
154
Haverford Trust Company
Pennsylvania
$601K – – –
KeyBank National Association
155
KeyBank National Association
Ohio
$590K – – –
GRP
156
Global Retirement Partners
California
$537K +$338K +6,732 +170%
OFG
157
OmniStar Financial Group
North Carolina
$509K +$149K +2,964 +41%
AIM
158
Astor Investment Management
Illinois
$489K +$58.8K +1,171 +14%
PA
159
Parallel Advisors
California
$480K +$262K +5,229 +121%
RCG
160
Ruggie Capital Group
Florida
$470K +$163K +3,254 +53%
IWM
161
IHT Wealth Management
Illinois
$467K +$165K +3,292 +55%
MSAM
162
Moloney Securities Asset Management
Missouri
$466K -$151K -3,016 -25%
IIA
163
IPG Investment Advisors
California
$449K +$155K +3,090 +53%
GKWIM
164
Gerber Kawasaki Wealth & Investment Management
California
$422K +$422K +8,435 New
LI
165
LVZ Inc
Michigan
$400K +$69.7K +1,389 +21%
UAS
166
United Asset Strategies
New York
$400K +$400K +7,970 New
AP
167
Advisors Preferred
Maryland
$382K -$178K -3,540 -32%
GSC
168
G&S Capital
Colorado
$351K +$195K +3,894 +126%
UR
169
USCA RIA
Texas
$347K – – –
PAM
170
Peak Asset Management
Colorado
$340K +$340K +6,769 New
AWM
171
AE Wealth Management
Kansas
$338K +$338K +6,735 New
FF
172
Friedenthal Financial
New Jersey
$337K -$3.58M -71,218 -91%
CA
173
Cetera Advisors
Colorado
$336K +$135K +2,702 +67%
AWA
174
Acorn Wealth Advisors
Michigan
$335K +$2.7K +54 +0.8%
SG
175
StoneX Group
New York
$334K +$72.2K +1,439 +28%
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