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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 %
PFP
176
Pinnacle Financial Partners
Tennessee
$7K +$7K +134 New
CFD
177
Creative Financial Designs
Indiana
$7K +$7K +143 New
RCAG
178
Rehmann Capital Advisory Group
Michigan
$7K +$7K +147 New
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$6K +$6K +115 New
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$5.02K +$5.02K +100 New
CBT
181
Central Bank & Trust
Kentucky
$5K +$5K +108 New
SBL
182
Sargent Bickham Lagudis
Colorado
$4K +$4K +72 New
GWM
183
Geneos Wealth Management
Colorado
$2K – – –
BRC
184
Bell Rock Capital
Delaware
$2K +$2K +41 New
AWM
185
AllSquare Wealth Management
New York
$1K – – –
APSP
186
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$381 +8 +62%
SHJ
187
Sharkey, Howes & Javer
Colorado
$1K +$1K +16 New
PCM
188
Peak Capital Management
Colorado
$1K +$1K +18 New
PWAG
189
Polaris Wealth Advisory Group
California
$1K +$1K +19 New
MP
190
Manifold Partners
California
– -$11.4M -227,271 Closed
Neuberger Berman Group
191
Neuberger Berman Group
New York
– -$6.2M -123,775 Closed
IA
192
IFG Advisory
Georgia
– -$3.48M -46,763 Closed
DS
193
DRW Securities
Illinois
– -$2.1M -41,966 Closed
IH
194
IFC Holdings
Florida
– -$1.85M -36,909 Closed
SI
195
SII Investments
Wisconsin
– -$989K -19,631 Closed
VF
196
Virtu Financial
New York
– -$941K -18,772 Closed
SCP
197
Syntal Capital Partners
Texas
– -$829K -16,550 Closed
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
– -$706K -14,079 Closed
SHGA
199
Sand Hill Global Advisors
California
– -$624K -12,444 Closed
EWA
200
EP Wealth Advisors
California
– -$433K -8,640 Closed
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