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iShares Short Maturity Bond ETF
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Overview Fund Activity

121 hedge funds and large institutions have $1.68B invested in iShares Short Maturity Bond ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
32
Increased
44
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$142M
2
MML Investors Services
MML Investors Services
Massachusetts
+$28.6M
3
Wells Fargo
Wells Fargo
California
+$10.5M
4
ST
Spinnaker Trust
Maine
+$9.45M
5
Morgan Stanley
Morgan Stanley
New York
+$8.95M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$81.5M
2
UCFA
United Capital Financial Advisors
Texas
-$54.7M
3
3AM
3EDGE Asset Management
Florida
-$39.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$38.4M
5
SEI Investments
SEI Investments
Pennsylvania
-$5.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$245M -$38.4M -765,009 -14%
UCFA
2
United Capital Financial Advisors
Texas
$195M -$54.7M -1,089,300 -22%
Morgan Stanley
3
Morgan Stanley
New York
$160M +$8.95M +178,189 +6%
BlackRock
4
BlackRock
New York
$147M +$142M +2,825,792 +3,140%
Wells Fargo
5
Wells Fargo
California
$139M +$10.5M +208,030 +8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$133M – – –
Bank of America
7
Bank of America
North Carolina
$99M -$5.16M -102,706 -5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$89.9M – – –
UBS Group
9
UBS Group
Switzerland
$67.4M -$2.75M -54,801 -4%
LPL Financial
10
LPL Financial
California
$32.4M +$2.87M +57,144 +10%
MML Investors Services
11
MML Investors Services
Massachusetts
$28.6M +$28.6M +564,698 New
3AM
12
3EDGE Asset Management
Florida
$28.4M -$39.4M -783,200 -58%
BCMO
13
Buckingham Capital Management (Ohio)
Ohio
$22.6M +$1.39M +27,595 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21.9M -$2.07M -41,177 -9%
SAM
15
Securian Asset Management
Minnesota
$19.3M +$1.45M +28,870 +8%
GIA
16
GHP Investment Advisors
Colorado
$17.8M +$711K +14,147 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$17.8M +$545K +10,845 +3%
SCA
18
STALEY CAPITAL ADVISERS
Pennsylvania
$17.4M -$45.2K -900 -0.3%
PAS
19
Park Avenue Securities
New York
$12.4M +$2.67M +53,275 +28%
MM
20
Main Management
California
$11.9M +$8.26M +164,409 +225%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$11.2M +$1.51M +29,989 +15%
ST
22
Spinnaker Trust
Maine
$11.1M +$9.45M +188,071 +557%
SEI Investments
23
SEI Investments
Pennsylvania
$10.1M -$5.88M -116,922 -37%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$9.79M +$1.42M +28,257 +17%
BCM
25
Brookstone Capital Management
Illinois
$8.51M -$866K -17,229 -9%
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