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iShares Short Maturity Bond ETF
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Overview Fund Activity

284 hedge funds and large institutions have $4.58B invested in iShares Short Maturity Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+63
Holders Change %
+28.51%
% of All Funds
6.34%
Holding in Top 10
48
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+92%
% of All Funds
1.07%
New
81
Increased
124
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$293M
2
Bank of America
Bank of America
North Carolina
+$195M
3
Betterment LLC
Betterment LLC
New York
+$73.4M
4
AssetMark Inc
AssetMark Inc
California
+$55.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.2M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$39.1M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$29.9M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
BCM
Brookstone Capital Management
Illinois
-$13.2M
5
CG
CFO4Life Group
Texas
-$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
226
World Investment Advisors
California
$320K +$320K +6,392 New
SG
227
StoneX Group
New York
$313K -$18.5K -372 -6%
LG
228
LaFleur & Godfrey
Michigan
$311K -$5.98K -120 -2%
FHA
229
Flagship Harbor Advisors
Massachusetts
$295K -$1.59M -31,958 -84%
HR
230
Hayden Royal
North Carolina
$289K +$289K +5,790 New
VF
231
Virtu Financial
New York
$280K +$280K +5,609 New
NCM
232
Northwest Capital Management
Oregon
$276K -$346K -6,926 -56%
LNWWM
233
Laird Norton Wetherby Wealth Management
California
$273K – – –
GIA
234
Gladstone Institutional Advisory
Florida
$268K +$268K +5,370 New
SS
235
Simplicity Solutions
Minnesota
$267K +$66.6K +1,336 +33%
AIM
236
Aspen Investment Management
Michigan
$264K – – –
NFG
237
Next Financial Group
Texas
$264K +$264K +5,296 New
AWM
238
AE Wealth Management
Kansas
$263K -$72.9K -1,461 -22%
SCM
239
Stellar Capital Management
Arizona
$257K +$43.6K +875 +20%
W
240
WealthOne
New York
$249K +$249K +4,993 New
WAOTB
241
Wealth Advisors of Tampa Bay
Florida
$235K – – –
CG
242
Colony Group
Massachusetts
$234K +$234K +4,704 New
CIAS
243
Capital Investment Advisory Services
North Carolina
$219K +$219K +4,383 New
EWA
244
EP Wealth Advisors
California
$218K +$218K +4,370 New
HPC
245
Hobart Private Capital
North Carolina
$217K -$12.6K -253 -5%
CCM
246
Canal Capital Management
Virginia
$212K +$212K +4,255 New
Citigroup
247
Citigroup
New York
$211K -$9.99K -200 -5%
EWM
248
Elmwood Wealth Management
California
$199K – – –
EWM
249
Edge Wealth Management
New York
$199K +$184K +3,700 +1,233%
CCA
250
Catalyst Capital Advisors
New York
$169K -$9.94K -200 -6%
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