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iShares Short Maturity Bond ETF
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Overview Fund Activity

221 hedge funds and large institutions have $3.31B invested in iShares Short Maturity Bond ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
5.06%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.57%
New
35
Increased
121
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$183M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$110M
3
Morgan Stanley
3
Morgan Stanley
New York
$323M
4
AG
4
Advisor Group
Arizona
$73.2M
5
PAS
5
Park Avenue Securities
New York
$85.5M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$46.3M
2
TTSTC
2
Texas Treasury Safekeeping Trust Company
Texas
$132M
3
GIA
3
GHP Investment Advisors
Colorado
$21.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$588M
5
MBT
5
Montecito Bank & Trust
California
$2.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$588M 11,707,185 -104,408 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$323M 6,428,697 +1,195,736 +23%
Bank of America
3
Bank of America
North Carolina
$316M 6,303,392 +703,404 +13%
LPL Financial
4
LPL Financial
California
$183M 3,647,224 +1,745,811 +92%
BlackRock
5
BlackRock
New York
$156M 3,115,937 +129,182 +4%
UBS Group
6
UBS Group
Switzerland
$134M 2,676,702 +365,130 +16%
TTSTC
7
Texas Treasury Safekeeping Trust Company
Texas
$132M 2,631,463 -990,510 -27%
Wells Fargo
8
Wells Fargo
California
$123M 2,453,014 +232,971 +10%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$110M 2,182,703 +1,314,246 +151%
PAS
10
Park Avenue Securities
New York
$85.5M 1,707,786 +839,844 +97%
AG
11
Advisor Group
Arizona
$73.2M 1,458,343 +995,749 +215%
BCM
12
Brookstone Capital Management
Illinois
$60M 1,194,859 +743,523 +165%
UCFA
13
United Capital Financial Advisors
Texas
$46.3M 921,581 -5,444,387 -86%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$44.5M 886,100 +389,195 +78%
Vanguard Group
15
Vanguard Group
Pennsylvania
$43.9M 875,000 +138,000 +19%
MML Investors Services
16
MML Investors Services
Massachusetts
$42.9M 854,119 +459,772 +117%
Betterment LLC
17
Betterment LLC
New York
$41.7M 830,715 +830,715 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$34.1M 678,656 +169,174 +33%
DF
19
Donoghue Forlines
Massachusetts
$30.9M 614,862 +282,616 +85%
SAS
20
Sage Advisory Services
Texas
$28.2M 561,276 +5,908 +1%
SAM
21
Securian Asset Management
Minnesota
$27.8M 553,150 +93,050 +20%
MM
22
Main Management
California
$25.6M 509,353 -2,054 -0.4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$25M 498,807 +498,807 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$23.5M 469,075 +66,192 +16%
BCMO
25
Buckingham Capital Management (Ohio)
Ohio
$23M 458,769 +972 +0.2%
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