NEAR icon

iShares Short Maturity Bond ETF

131 hedge funds and large institutions have $1.59B invested in iShares Short Maturity Bond ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
56
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$218M 4,329,608 -541,577 -11%
Morgan Stanley
2
Morgan Stanley
New York
$169M 3,360,457 +184,924 +6%
UCFA
3
United Capital Financial Advisors
Texas
$150M 2,982,661 -895,107 -23%
BlackRock
4
BlackRock
New York
$143M 2,843,899 -71,893 -2%
Wells Fargo
5
Wells Fargo
California
$143M 2,842,881 +73,006 +3%
Bank of America
6
Bank of America
North Carolina
$97.8M 1,945,255 -25,208 -1%
AllianceBernstein
7
AllianceBernstein
Tennessee
$90M 1,790,000
UBS Group
8
UBS Group
Switzerland
$78.5M 1,562,010 +220,766 +16%
3AM
9
3EDGE Asset Management
Florida
$44.8M 891,600 +327,200 +58%
LPL Financial
10
LPL Financial
California
$41.8M 832,033 +187,186 +29%
MML Investors Services
11
MML Investors Services
Massachusetts
$29.1M 578,897 +14,199 +3%
BI
12
Bramshill Investments
Florida
$24.2M 481,830 +481,830 New
BCMO
13
Buckingham Capital Management (Ohio)
Ohio
$22.3M 443,314 -5,712 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21.2M 420,986 -13,851 -3%
SAM
15
Securian Asset Management
Minnesota
$20.4M 405,690 +21,945 +6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$18.9M 376,873 +22,667 +6%
GIA
17
GHP Investment Advisors
Colorado
$18.2M 362,505 +7,721 +2%
MM
18
Main Management
California
$17.4M 345,965 +108,569 +46%
SCA
19
STALEY CAPITAL ADVISERS
Pennsylvania
$17.1M 340,200 -6,800 -2%
PAS
20
Park Avenue Securities
New York
$15.3M 305,982 +59,377 +24%
ST
21
Spinnaker Trust
Maine
$13.4M 267,261 +45,408 +20%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$12.2M 243,426 +19,564 +9%
BCM
23
Brookstone Capital Management
Illinois
$11.5M 227,887 +58,548 +35%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$11.1M 220,782 +26,024 +13%
SEI Investments
25
SEI Investments
Pennsylvania
$10.8M 214,720 +12,806 +6%