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iShares Short Maturity Bond ETF
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Overview Fund Activity

176 hedge funds and large institutions have $1.75B invested in iShares Short Maturity Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
176
Holders Change
+39
Holders Change %
+28.47%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
51
Increased
69
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$225M
2
Goldman Sachs
2
Goldman Sachs
New York
$37M
3
DF
3
Donoghue Forlines
Massachusetts
$24.1M
4
3AM
4
3EDGE Asset Management
Florida
$82.5M
5
MP
5
Manifold Partners
California
$11.4M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
FA
2
FDx Advisors
Illinois
$1.55M
3
UCFA
3
United Capital Financial Advisors
Texas
$48.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$175M
5
BI
5
Bramshill Investments
Florida
$359K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$225M 4,481,260 +1,613,158 +56%
Morgan Stanley
2
Morgan Stanley
New York
$185M 3,685,494 +186,606 +5%
BlackRock
3
BlackRock
New York
$178M 3,557,005 -307,480 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$175M 3,488,631 -538,974 -13%
3AM
5
3EDGE Asset Management
Florida
$82.5M 1,646,900 +417,500 +34%
Wells Fargo
6
Wells Fargo
California
$79.5M 1,585,501 -320,675 -17%
UBS Group
7
UBS Group
Switzerland
$73.8M 1,471,459 -883 -0.1%
LPL Financial
8
LPL Financial
California
$51.3M 1,023,604 +158,555 +18%
UCFA
9
United Capital Financial Advisors
Texas
$48.2M 961,656 -1,300,250 -57%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$47.7M 952,499 +224,795 +31%
Goldman Sachs
11
Goldman Sachs
New York
$37M 738,068 +711,411 +2,669%
MML Investors Services
12
MML Investors Services
Massachusetts
$36.4M 726,211 +137,279 +23%
GIA
13
GHP Investment Advisors
Colorado
$25.4M 506,644 +94,570 +23%
DF
14
Donoghue Forlines
Massachusetts
$24.1M 480,728 +480,728 New
SAS
15
Sage Advisory Services
Texas
$22.6M 451,699 +3,020 +0.7%
SAM
16
Securian Asset Management
Minnesota
$22M 438,050 +18,015 +4%
PAS
17
Park Avenue Securities
New York
$20.9M 417,066 +68,826 +20%
BCMO
18
Buckingham Capital Management (Ohio)
Ohio
$20.8M 414,818 +3,135 +0.8%
MM
19
Main Management
California
$19.6M 390,993 +27,853 +8%
ST
20
Spinnaker Trust
Maine
$19M 378,105 +113,225 +43%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$18.5M 368,908 +98,721 +37%
SCA
22
STALEY CAPITAL ADVISERS
Pennsylvania
$16.9M 337,300 -700 -0.2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$16.7M 333,405 -33,699 -9%
KA
24
Klingman & Associates
New York
$15.9M 317,065 +59,635 +23%
BCM
25
Brookstone Capital Management
Illinois
$14.6M 291,397 +43,356 +17%
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