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iShares Short Maturity Bond ETF
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Overview Fund Activity

391 hedge funds and large institutions have $4.42B invested in iShares Short Maturity Bond ETF in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 121 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
7.72%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.99%
New
93
Increased
121
Reduced
138
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$22M
3
CCA
Conservest Capital Advisors
Pennsylvania
+$19.7M
4
Truist Financial
Truist Financial
North Carolina
+$18.9M
5
Wells Fargo
Wells Fargo
California
+$15.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$281M
2
FTUS
Flow Traders U.S.
New York
-$116M
3
Betterment LLC
Betterment LLC
New York
-$84.7M
4
VAG
VisionPoint Advisory Group
Texas
-$42.9M
5
LPL Financial
LPL Financial
California
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
226
Certified Advisory Corp
Florida
$770K +$18.8K +374 +3%
HB
227
Homrich & Berg
Georgia
$767K +$767K +15,260 New
NF
228
Nikulski Financial
Iowa
$761K +$93.7K +1,860 +14%
IFWM
229
Institute for Wealth Management
Colorado
$753K – – –
SAM
230
Strategy Asset Managers
California
$718K +$718K +14,283 New
I
231
INVST
Indiana
$716K -$125K -2,486 -15%
VWM
232
Venturi Wealth Management
Texas
$714K -$628K -12,507 -47%
PG
233
Patten Group
Tennessee
$713K +$358K +7,119 +101%
FA
234
FDx Advisors
Illinois
$697K -$668K -13,302 -49%
AWM
235
Altium Wealth Management
New York
$696K +$13.4K +266 +2%
CONA
236
Capital One National Association
New York
$696K +$696K +13,861 New
WI
237
Wintrust Investments
Illinois
$690K -$130K -2,589 -16%
AWM
238
Alterna Wealth Management
Texas
$679K -$297K -5,904 -30%
PAMG
239
Patton Albertson Miller Group
Tennessee
$678K +$397K +7,895 +141%
LI
240
LVZ Inc
Michigan
$672K +$99.6K +1,982 +17%
JWCA
241
J.W. Cole Advisors
Florida
$671K +$671K +13,358 New
NEIRG
242
New England Investment & Retirement Group
Massachusetts
$665K +$1.91K +38 +0.3%
AWE
243
Avidian Wealth Enterprises
Texas
$645K +$65.4K +1,303 +11%
FNT
244
First National Trust
Pennsylvania
$639K – – –
LAS
245
Lloyd Advisory Services
Georgia
$635K +$635K +12,637 New
SCM
246
SOL Capital Management
Maryland
$626K +$7.54K +150 +1%
SW
247
SlateStone Wealth
Florida
$620K – – –
PCG
248
Private Capital Group
Connecticut
$610K -$311K -6,193 -34%
AF
249
Affiance Financial
Minnesota
$607K -$300K -5,975 -33%
MM
250
Meridian Management
Arkansas
$606K – – –
8 9
10
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