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iShares Short Maturity Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $2.32B invested in iShares Short Maturity Bond ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
11
Increased
31
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$183M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$560M
3
UCFA
United Capital Financial Advisors
Texas
$555M
4
BIM
BlackRock Investment Management
Delaware
$41M
5
LPL Financial
LPL Financial
California
$32.1M

Top Sellers

1
NYLIM
New York Life Investment Management
New York
$0
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$2.76M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
MIAN
Mariner Independent Advisor Network
Kansas
$0
5
RJA
Raymond James & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$560M +$89M +1,779,629 +19%
UCFA
2
United Capital Financial Advisors
Texas
$555M +$81.1M +1,620,704 +17%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$495M – – –
Wells Fargo
4
Wells Fargo
California
$183M +$155M +3,100,450 +559%
Morgan Stanley
5
Morgan Stanley
New York
$107M +$4.1M +81,916 +4%
Bank of America
6
Bank of America
North Carolina
$103M +$5.51M +110,177 +6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$89.5M – – –
BIM
8
BlackRock Investment Management
Delaware
$41M +$16.7M +334,518 +69%
UBS Group
9
UBS Group
Switzerland
$35.4M +$1.08M +21,509 +3%
LPL Financial
10
LPL Financial
California
$32.1M +$15.6M +312,454 +95%
SCA
11
STALEY CAPITAL ADVISERS
Pennsylvania
$20.2M +$145K +2,900 +0.7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.7M +$2.25M +45,008 +18%
GIA
13
GHP Investment Advisors
Colorado
$12.2M +$1.71M +34,143 +16%
BCMO
14
Buckingham Capital Management (Ohio)
Ohio
$12.1M +$12.1M +241,465 New
AIM
15
Astor Investment Management
Illinois
$9.05M -$459K -9,172 -5%
SEI Investments
16
SEI Investments
Pennsylvania
$8.28M +$1.25M +24,981 +18%
ACM
17
Aviance Capital Management
Florida
$6.19M +$513K +10,251 +9%
DC
18
Davenport & Co
Virginia
$3.67M +$2.6M +51,950 +243%
HCM
19
Hollencrest Capital Management
California
$3.49M – – –
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.76M -$4.32M -86,387 -61%
MFS
21
MSI Financial Services
Massachusetts
$2.44M +$594K +11,868 +32%
WF
22
WealthTrust Fairport
Ohio
$2.15M +$273K +5,465 +15%
HW
23
Hancock Whitney
Mississippi
$1.97M -$296K -5,910 -13%
PAS
24
Park Avenue Securities
New York
$1.58M +$504K +10,076 +47%
PAG
25
Private Advisor Group
New Jersey
$1.38M +$313K +6,264 +29%
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