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iShares Short Maturity Bond ETF
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Overview Fund Activity

309 hedge funds and large institutions have $4.82B invested in iShares Short Maturity Bond ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+25
Holders Change %
+8.8%
% of All Funds
6.7%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
0.87%
New
58
Increased
117
Reduced
104
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$107M
2
DF
Donoghue Forlines
Massachusetts
+$86.3M
3
BlackRock
BlackRock
New York
+$63.1M
4
RIG
RiverFront Investment Group
Virginia
+$61.2M
5
Morgan Stanley
Morgan Stanley
New York
+$59M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$231M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$153M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$47.2M
4
AssetMark Inc
AssetMark Inc
California
-$39.6M
5
LPL Financial
LPL Financial
California
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$363K -$59.8K -1,191 -14%
CCM
227
Canal Capital Management
Virginia
$361K +$147K +2,931 +69%
FM
228
Family Management
New York
$358K – – –
SG
229
StoneX Group
New York
$355K +$39.4K +785 +12%
PIMG
230
Patriot Investment Management Group
Tennessee
$355K +$355K +7,083 New
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$353K -$153M -3,044,906 -100%
BMCM
232
Bryn Mawr Capital Management
Pennsylvania
$348K +$348K +6,925 New
UR
233
USCA RIA
Texas
$347K – – –
WIA
234
World Investment Advisors
California
$339K +$17.7K +352 +6%
OCM
235
One Capital Management
California
$330K +$1.51K +30 +0.5%
PK
236
Pflug Koory
Nebraska
$329K +$329K +6,545 New
PTC
237
Private Trust Company
Ohio
$317K -$12.6K -251 -4%
SCM
238
SOL Capital Management
Maryland
$311K +$311K +6,200 New
CAN
239
Claraphi Advisory Network
United States
$309K +$309K +6,142 New
WWM
240
Western Wealth Management
Colorado
$307K -$143K -2,862 -32%
SG
241
Somerset Group
Minnesota
$307K +$307K +6,109 New
BBA
242
Braun-Bostich & Associates
Pennsylvania
$303K -$2.87M -57,204 -90%
SFA
243
Semmax Financial Advisors
North Carolina
$294K +$281K +5,592 +2,143%
VHAM
244
Van Hulzen Asset Management
California
$289K +$289K +5,759 New
GLA
245
Good Life Advisors
Pennsylvania
$286K +$286K +5,711 New
NCM
246
Northwest Capital Management
Oregon
$278K – – –
LNWWM
247
Laird Norton Wetherby Wealth Management
California
$276K – – –
AWA
248
Acorn Wealth Advisors
Michigan
$272K -$66.5K -1,325 -20%
AIM
249
Aspen Investment Management
Michigan
$266K – – –
Neuberger Berman Group
250
Neuberger Berman Group
New York
$261K +$261K +5,200 New
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