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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 %
BEAM
251
Baker Ellis Asset Management
Washington
$150K – – –
MOS
252
MGO One Seven
Ohio
$144K +$144K +2,901 New
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$125K +$67.6K +1,355 +118%
RCAG
254
Rehmann Capital Advisory Group
Michigan
$118K +$103K +2,100 +691%
MFW
255
Mosaic Family Wealth
Missouri
$113K +$86.9K +1,747 +333%
PGWM
256
Parisi Gray Wealth Management
New Jersey
$100K +$100K +2,000 New
MWM
257
Mascoma Wealth Management
New Hampshire
$99K – – –
PCIA
258
Prime Capital Investment Advisors
Kansas
$95K +$95K +1,899 New
ESB
259
Essex Savings Bank
Connecticut
$93K +$93K +1,862 New
SFA
260
Spectrum Financial Alliance
Kentucky
$87K +$24.6K +495 +39%
BWA
261
Burt Wealth Advisors
Maryland
$80K – – –
FHA
262
First Horizon Advisors
Tennessee
$72K +$72K +1,454 New
CAM
263
Cresset Asset Management
Illinois
$53K +$53K +1,072 New
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$49K +$33.2K +670 +211%
ONST
265
Old North State Trust
North Carolina
$46K -$1.08K -22 -2%
WTB
266
Washington Trust Bank
Washington
$44K +$44K +885 New
SIS
267
Sound Income Strategies
Florida
$35K -$3.6K -72 -9%
LFA
268
Legacy Financial Advisors
Kentucky
$35K +$35K +700 New
LWM
269
Lenox Wealth Management
Ohio
$30K +$30K +1,271 New
GWMIA
270
Global Wealth Management Investment Advisory
Florida
$26K +$26K +514 New
MSA
271
Marino Stram & Associates
Massachusetts
$21K +$101 +2 +0.5%
PCFFS
272
Pacific Center for Financial Services
California
$14K – – –
SFA
273
Semmax Financial Advisors
North Carolina
$13K +$13K +261 New
NA
274
NewEdge Advisors
Louisiana
$12.1K +$3K +60,200 +33%
NL
275
NVWM LLC
Pennsylvania
$11K +$11K +221 New
8 9 10
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