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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 %
UC
251
Unio Capital
New Jersey
$605K +$321K +6,387 +113%
9WM
252
9258 Wealth Management
Ohio
$605K +$378K +7,523 +167%
APW
253
Austin Private Wealth
Texas
$602K +$602K +11,983 New
CF
254
Centaurus Financial
California
$595K -$79.9K -1,589 -12%
FCM
255
Firestone Capital Management
Florida
$586K +$586K +11,657 New
PIMG
256
Patriot Investment Management Group
Tennessee
$574K +$59K +1,175 +11%
ACP
257
Aveo Capital Partners
Colorado
$566K +$253K +5,021 +81%
IC
258
IEQ Capital
California
$559K +$559K +11,134 New
EWA
259
EP Wealth Advisors
California
$547K +$547K +10,894 New
LFAS
260
Level Four Advisory Services
Texas
$546K +$335K +6,616 +158%
CAS
261
Cascadia Advisory Services
Oregon
$544K +$544K +10,833 New
BI
262
Bramshill Investments
Florida
$521K -$1.56K -31 -0.3%
HTC
263
Haverford Trust Company
Pennsylvania
$501K – – –
RWA
264
Ropes Wealth Advisors
Massachusetts
$501K +$501K +9,975 New
CAL
265
Capital Advisors Ltd
Ohio
$484K -$270K -5,382 -36%
SWM
266
SeaCrest Wealth Management
New York
$475K -$22.4K -446 -5%
WS
267
Wedbush Securities
California
$460K +$59.8K +1,189 +15%
CFG
268
CMC Financial Group
Georgia
$458K +$458K +9,117 New
UAS
269
United Asset Strategies
New York
$443K +$48.8K +971 +12%
SXL
270
Summit X LLC
Missouri
$441K -$114K -2,265 -21%
SC
271
Scotia Capital
Ontario, Canada
$424K -$101K -2,000 -19%
MFG
272
Magnus Financial Group
New York
$407K – – –
AW
273
ACG Wealth
Georgia
$405K – – –
MFS
274
Madrona Financial Services
Washington
$404K -$42.9K -855 -10%
GBBWRPM
275
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$404K -$15.1K -300 -4%
9 10
11
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