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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 %
LG
251
LaFleur & Godfrey
Michigan
$253K -$60.2K -1,200 -19%
SIC
252
Sigma Investment Counselors
Michigan
$251K -$251K -5,000 -50%
VFA
253
Valeo Financial Advisors
Indiana
$239K -$503K -10,029 -68%
WAOTB
254
Wealth Advisors of Tampa Bay
Florida
$238K – – –
CG
255
CFO4Life Group
Texas
$233K +$233K +4,645 New
S
256
SignatureFD
Georgia
$232K -$94.3K -1,879 -29%
FFG
257
Ford Financial Group
California
$226K +$226K +4,500 New
CWS
258
Cypress Wealth Services
California
$220K +$220K +4,378 New
BI
259
Bramshill Investments
Florida
$212K +$212K +4,220 New
5L
260
55I LLC
Massachusetts
$211K -$883K -17,551 -81%
AIC
261
Ameritas Investment Company
Nebraska
$210K -$165K -3,277 -44%
SFP
262
Shepherd Financial Partners
Massachusetts
$207K +$207K +4,120 New
EWM
263
Elmwood Wealth Management
California
$201K – – –
EWM
264
Edge Wealth Management
New York
$201K – – –
US Bancorp
265
US Bancorp
Minnesota
$196K -$164K -3,259 -46%
FAM
266
Formidable Asset Management
Ohio
$196K +$123K +122,868 +169%
CIAS
267
Capital Investment Advisory Services
North Carolina
$193K -$27.2K -541 -12%
LFG
268
LifePlan Financial Group
Ohio
$192K +$192K +3,829 New
CMO
269
Covenant Multifamily Offices
Texas
$173K +$173K +3,437 New
TFGT
270
TS Financial Group (TSFG)
Illinois
$137K +$137K +2,736 New
PGA
271
Premia Global Advisors
Florida
$128K +$128K +2,555 New
TWA
272
TCI Wealth Advisors
Arizona
$120K +$120K +2,387 New
MFW
273
Mosaic Family Wealth
Missouri
$108K -$6.29K -125 -6%
PGWM
274
Parisi Gray Wealth Management
New Jersey
$100K – – –
LWM
275
Lenox Wealth Management
Ohio
$100K +$36K +716 +56%
9 10
11
12 13