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iShares Short Maturity Bond ETF
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Overview Fund Activity

53 hedge funds and large institutions have $892M invested in iShares Short Maturity Bond ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
8
Increased
19
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$243M
2
UCFA
2
United Capital Financial Advisors
Texas
$241M
3
LPL Financial
3
LPL Financial
California
$36.5M
4
BIM
4
BlackRock Investment Management
Delaware
$22.3M
5
AIM
5
Astor Investment Management
Illinois
$9.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.9M
2
TCM
2
TD Capital Management
Tennessee
$892K
3
VKH
3
Virtu KCG Holdings
New York
$0
4
SCA
4
STALEY CAPITAL ADVISERS
Pennsylvania
$23.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$243M 4,843,019 +4,843,019 New
UCFA
2
United Capital Financial Advisors
Texas
$241M 4,815,351 +4,815,351 New
AllianceBernstein
3
AllianceBernstein
Tennessee
$89.8M 1,790,000 – –
Morgan Stanley
4
Morgan Stanley
New York
$88.2M 1,759,738 +96,036 +6%
Bank of America
5
Bank of America
North Carolina
$49.9M 995,933 -158,848 -14%
LPL Financial
6
LPL Financial
California
$36.5M 729,271 +693,037 +1,913%
SCA
7
STALEY CAPITAL ADVISERS
Pennsylvania
$23.6M 470,100 -24,600 -5%
BIM
8
BlackRock Investment Management
Delaware
$22.3M 444,465 +204,276 +85%
UBS Group
9
UBS Group
Switzerland
$21.2M 423,256 +55,570 +15%
GIA
10
GHP Investment Advisors
Colorado
$10.3M 205,808 +177,598 +630%
SEI Investments
11
SEI Investments
Pennsylvania
$9.94M 198,254 +44,428 +29%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.68M 193,077 -21,324 -10%
AIM
13
Astor Investment Management
Illinois
$9.5M 189,468 +184,264 +3,541%
Wells Fargo
14
Wells Fargo
California
$7.6M 151,571 +148,802 +5,374%
MAA
15
Managed Account Advisors
New Jersey
$5.87M 117,157 +109,155 +1,364%
PAG
16
Private Advisor Group
New Jersey
$2.02M 40,369 +34,290 +564%
WF
17
WealthTrust Fairport
Ohio
$1.89M 37,585 +19,565 +109%
MFS
18
MSI Financial Services
Massachusetts
$1.71M 34,063 +6,000 +21%
HTC
19
Haverford Trust Company
Pennsylvania
$1.54M 30,630 – –
Jane Street
20
Jane Street
New York
$1.5M 29,836 +17,738 +147%
RJA
21
Raymond James & Associates
Florida
$1.26M 25,184 +1,004 +4%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.11M 22,049 +22,049 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.06M 21,078 -13,603 -39%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$991K 19,763 -18,958 -49%
TCM
25
TD Capital Management
Tennessee
$892K 17,795 -69,339 -80%
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