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iShares Short Maturity Bond ETF
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Overview Fund Activity

206 hedge funds and large institutions have $2.92B invested in iShares Short Maturity Bond ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
4.72%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.39%
New
35
Increased
97
Reduced
42
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$338M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$182M
3
UCFA
United Capital Financial Advisors
Texas
+$112M
4
UBS Group
UBS Group
Switzerland
+$41.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$37M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$215M
2
BlackRock
BlackRock
New York
-$71.4M
3
ONB
Old National Bancorp
Indiana
-$10M
4
SAS
Sage Advisory Services
Texas
-$7.94M
5
Principal Financial Group
Principal Financial Group
Iowa
-$6.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$593M +$338M +6,746,205 +133%
UCFA
2
United Capital Financial Advisors
Texas
$319M +$112M +2,240,982 +54%
Bank of America
3
Bank of America
North Carolina
$281M +$11.8M +235,541 +4%
Morgan Stanley
4
Morgan Stanley
New York
$263M +$13.6M +270,928 +5%
TTSTC
5
Texas Treasury Safekeeping Trust Company
Texas
$182M +$182M +3,621,973 New
BlackRock
6
BlackRock
New York
$150M -$71.4M -1,423,649 -32%
UBS Group
7
UBS Group
Switzerland
$116M +$41.9M +835,041 +57%
Wells Fargo
8
Wells Fargo
California
$111M +$23.4M +466,908 +27%
LPL Financial
9
LPL Financial
California
$95.4M +$19.2M +381,905 +25%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$43.6M +$11.1M +221,844 +34%
PAS
11
Park Avenue Securities
New York
$43.4M +$9.7M +193,751 +29%
Vanguard Group
12
Vanguard Group
Pennsylvania
$37M +$37M +737,000 New
GIA
13
GHP Investment Advisors
Colorado
$28.8M +$2.61M +52,120 +10%
SAS
14
Sage Advisory Services
Texas
$27.9M -$7.94M -158,384 -22%
MM
15
Main Management
California
$25.7M +$799K +15,925 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$25.6M +$421K +8,394 +2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$24.9M +$3.91M +77,907 +19%
AG
18
Advisor Group
Arizona
$23.2M +$2.53M +50,364 +12%
SAM
19
Securian Asset Management
Minnesota
$23.1M +$775K +15,450 +3%
BCMO
20
Buckingham Capital Management (Ohio)
Ohio
$23M +$999K +19,906 +5%
BCM
21
Brookstone Capital Management
Illinois
$22.6M +$1.51M +30,056 +7%
CCA
22
Conservest Capital Advisors
Pennsylvania
$20.6M +$20.6M +410,078 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$20.2M +$5.02M +100,033 +33%
MML Investors Services
24
MML Investors Services
Massachusetts
$19.8M +$6.22M +123,895 +46%
ST
25
Spinnaker Trust
Maine
$18.9M +$2.56M +51,010 +16%
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