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iShares Short Maturity Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $4.94B invested in iShares Short Maturity Bond ETF in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
7.38%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.05%
New
42
Increased
140
Reduced
113
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$116M
2
DCM
Donaldson Capital Management
Indiana
$25.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$119M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$32.4M
5
CCA
Clearwater Capital Advisors
Illinois
$15.3M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$0
2
UCFA
United Capital Financial Advisors
Texas
$9.57M
3
CFGS
Concourse Financial Group Securities
Alabama
$7.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$797M
5
RIG
RiverFront Investment Group
Virginia
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Cornerstone Wealth Management
Missouri
$510K -$174K -3,452 -25%
HTC
227
Haverford Trust Company
Pennsylvania
$502K – – –
SWM
228
SeaCrest Wealth Management
New York
$498K +$498K +9,900 New
APA
229
American Portfolios Advisors
New York
$462K +$5.64K +112 +1%
CCM
230
Canal Capital Management
Virginia
$449K -$283K -5,614 -39%
MFS
231
Madrona Financial Services
Washington
$448K +$88.1K +1,750 +24%
MF
232
Madrona Funds
Washington
$448K +$448K +8,900 New
PAM
233
Peak Asset Management
Colorado
$437K +$63.8K +1,268 +17%
OMC
234
Old Mission Capital
Illinois
$427K -$3.29M -65,226 -88%
GBBWRPM
235
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$420K +$15.1K +300 +4%
IGGA
236
Iron Gate Global Advisors
Utah
$414K -$93.9K -1,864 -18%
MFG
237
Magnus Financial Group
New York
$408K +$20.1K +400 +5%
AW
238
ACG Wealth
Georgia
$406K – – –
WIA
239
World Investment Advisors
California
$403K -$61.4K -1,220 -13%
WS
240
Wedbush Securities
California
$401K +$167K +3,323 +72%
UAS
241
United Asset Strategies
New York
$395K – – –
Neuberger Berman Group
242
Neuberger Berman Group
New York
$391K -$50.3K -1,000 -11%
TP
243
Tranquility Partners
Tennessee
$391K -$50.3K -1,000 -11%
SLG
244
Stanley-Laman Group
Pennsylvania
$368K +$368K +7,310 New
GLA
245
Good Life Advisors
Pennsylvania
$360K +$18.3K +361 +5%
PG
246
Patten Group
Tennessee
$356K -$37.5K -745 -10%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$353K – – –
MFG
248
Merit Financial Group
Georgia
$350K +$350K +6,945 New
William Blair & Company
249
William Blair & Company
Illinois
$348K -$16.1K -320 -4%
UR
250
USCA RIA
Texas
$348K – – –
8 9
10
11 12