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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 %
PWAG
201
Polaris Wealth Advisory Group
California
$1K – – –
AWM
202
AllSquare Wealth Management
New York
$1K – – –
APSP
203
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$222 +6 +29%
JFA
204
JNBA Financial Advisors
Minnesota
$1K +$1K +20 New
3AM
205
3EDGE Asset Management
Florida
– -$215M -4,282,500 Closed
ONB
206
Old National Bancorp
Indiana
– -$10M -199,362 Closed
Principal Financial Group
207
Principal Financial Group
Iowa
– -$6.24M -124,396 Closed
JPMPWA
208
J.P. Morgan Private Wealth Advisors
California
– -$1.68M -33,407 Closed
RCA
209
Rowland Carmichael Advisors
Arizona
– -$1.32M -26,315 Closed
CA
210
Continuum Advisory
Idaho
– -$782K -15,581 Closed
Jane Street
211
Jane Street
New York
– -$637K -12,704 Closed
Ameriprise
212
Ameriprise
Minnesota
– -$520K -10,369 Closed
UAS
213
United Asset Strategies
New York
– -$413K -8,240 Closed
Bank of New York Mellon
214
Bank of New York Mellon
New York
– -$361K -7,182 Closed
GKWIM
215
Gerber Kawasaki Wealth & Investment Management
California
– -$285K -5,695 Closed
RC
216
RegentAtlantic Capital
New Jersey
– -$247K -4,921 Closed
APP
217
Avantax Planning Partners
Iowa
– -$149K -2,974 Closed
PO
218
Private Ocean
California
– -$25K -500 Closed
GI
219
Gradient Investments
Minnesota
– -$13K -267 Closed
ACM
220
Aviance Capital Management
Florida
– -$10K -199 Closed
CBT
221
Central Bank & Trust
Kentucky
– -$5K -108 Closed
BRC
222
Bell Rock Capital
Delaware
– -$2K -41 Closed
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