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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 %
WWM
251
Western Wealth Management
Colorado
$348K +$65.8K +1,313 +23%
HFA
252
High Falls Advisors
New York
$347K +$32.4K +643 +10%
BMCM
253
Bryn Mawr Capital Management
Pennsylvania
$343K – – –
VAS
254
Vestmark Advisory Solutions
Massachusetts
$340K -$280K -5,568 -45%
FHC
255
First Heartland Consultants
Missouri
$340K +$69.6K +1,382 +26%
MSAM
256
Moloney Securities Asset Management
Missouri
$339K -$39.4K -782 -10%
VFA
257
Valeo Financial Advisors
Indiana
$338K +$260K +5,156 +331%
OCM
258
One Capital Management
California
$335K +$2.27K +45 +0.7%
PK
259
Pflug Koory
Nebraska
$329K – – –
FHA
260
Flagship Harbor Advisors
Massachusetts
$322K -$79.2K -1,577 -20%
OFG
261
OmniStar Financial Group
North Carolina
$317K -$45.5K -905 -13%
ACP
262
Aveo Capital Partners
Colorado
$313K +$24.8K +493 +9%
FF
263
Friedenthal Financial
New Jersey
$297K -$68.5K -1,361 -19%
RFN
264
RDA Financial Network
Iowa
$291K -$86.2K -1,715 -23%
UC
265
Unio Capital
New Jersey
$284K -$5.33K -106 -2%
PAMG
266
Patton Albertson Miller Group
Tennessee
$282K – – –
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$281K -$18.7K -372 -6%
SG
268
Somerset Group
Minnesota
$279K +$279K +5,549 New
SG
269
StoneX Group
New York
$277K -$16.4K -326 -6%
AWA
270
Acorn Wealth Advisors
Michigan
$277K +$1.81K +36 +0.7%
HR
271
Hayden Royal
North Carolina
$272K +$16.8K +334 +7%
PA
272
Parallel Advisors
California
$270K +$3.82K +76 +1%
IIA
273
IPG Investment Advisors
California
$269K -$216K -4,296 -45%
AIM
274
Aspen Investment Management
Michigan
$267K – – –
US Bancorp
275
US Bancorp
Minnesota
$261K +$6.7K +133 +3%
9 10
11
12 13