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iShares Short Maturity Bond ETF
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Overview Fund Activity

190 hedge funds and large institutions have $2.29B invested in iShares Short Maturity Bond ETF in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+14
Holders Change %
+7.95%
% of All Funds
4.36%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.37%
New
38
Increased
90
Reduced
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$159M
2
3AM
3EDGE Asset Management
Florida
+$132M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79M
4
Morgan Stanley
Morgan Stanley
New York
+$64M
5
Bank of America
Bank of America
North Carolina
+$44.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$35.7M
2
MML Investors Services
MML Investors Services
Massachusetts
-$22.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.6M
4
DF
Donoghue Forlines
Massachusetts
-$18.4M
5
MP
Manifold Partners
California
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$269M +$44.3M +883,187 +20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M +$79M +1,576,757 +45%
Morgan Stanley
3
Morgan Stanley
New York
$249M +$64M +1,276,539 +35%
BlackRock
4
BlackRock
New York
$221M +$42.8M +853,399 +24%
3AM
5
3EDGE Asset Management
Florida
$215M +$132M +2,635,600 +160%
UCFA
6
United Capital Financial Advisors
Texas
$207M +$159M +3,163,330 +329%
Wells Fargo
7
Wells Fargo
California
$87.9M +$8.41M +167,634 +11%
LPL Financial
8
LPL Financial
California
$76.2M +$24.9M +495,904 +48%
UBS Group
9
UBS Group
Switzerland
$74.1M +$254K +5,072 +0.3%
SAS
10
Sage Advisory Services
Texas
$35.8M +$13.1M +262,053 +58%
PAS
11
Park Avenue Securities
New York
$33.8M +$12.9M +257,125 +62%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$32.4M +$13.9M +277,705 +75%
GIA
13
GHP Investment Advisors
Colorado
$26.2M +$791K +15,769 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$25.1M -$22.6M -451,411 -47%
MM
15
Main Management
California
$24.9M +$5.24M +104,489 +27%
SAM
16
Securian Asset Management
Minnesota
$22.3M +$331K +6,600 +2%
BCMO
17
Buckingham Capital Management (Ohio)
Ohio
$22M +$1.16M +23,073 +6%
BCM
18
Brookstone Capital Management
Illinois
$21.1M +$6.51M +129,883 +45%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$21M +$6.81M +135,739 +48%
AG
20
Advisor Group
Arizona
$20.7M +$6.42M +128,011 +45%
KA
21
Klingman & Associates
New York
$17.6M +$1.66M +33,184 +10%
SCA
22
STALEY CAPITAL ADVISERS
Pennsylvania
$17.1M +$226K +4,500 +1%
ST
23
Spinnaker Trust
Maine
$16.3M -$2.67M -53,311 -14%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$15.2M -$1.53M -30,555 -9%
SEI Investments
25
SEI Investments
Pennsylvania
$15.1M +$2.56M +51,099 +20%
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