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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 %
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
CFD
277
Creative Financial Designs
Indiana
$7K – – –
CFN
278
Cordasco Financial Network
Florida
$6K +$6K +119 New
JFA
279
JNBA Financial Advisors
Minnesota
$2K +$2K +41 New
AWM
280
AllSquare Wealth Management
New York
$1K – – –
APSP
281
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$34 +1 +4%
LFG
282
Larson Financial Group
Missouri
$1K +$1K +22 New
HI
283
Human Investing
Oregon
$1K +$1K +26 New
CF
284
Centaurus Financial
California
$11 +$11 +547 New
CG
285
CFO4Life Group
Texas
– -$9.19M -183,184 Closed
FF
286
Fluent Financial
Texas
– -$1.67M -33,287 Closed
Manulife (Manufacturers Life Insurance)
287
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.46M -29,048 Closed
SFP
288
Shepherd Financial Partners
Massachusetts
– -$911K -18,082 Closed
CCM
289
Crabel Capital Management
California
– -$896K -17,844 Closed
EWM
290
Empirical Wealth Management
Washington
– -$334K -6,650 Closed
RBA
291
Richard Bernstein Advisors
New York
– -$332K -6,625 Closed
BI
292
Bramshill Investments
Florida
– -$288K -5,739 Closed
DWM
293
Dynasty Wealth Management
Florida
– -$271K -5,400 Closed
TJHA
294
Thomas J. Herzfeld Advisors
Florida
– -$135K -2,700 Closed
WSTAM
295
Wilbanks Smith & Thomas Asset Management
Virginia
– -$107K -2,132 Closed
PWAG
296
Polaris Wealth Advisory Group
California
– -$8K -167 Closed
Financial Engines Advisors
297
Financial Engines Advisors
California
– -$6K -129 Closed
PCM
298
Peak Capital Management
Colorado
– -$1K -18 Closed
PO
299
Private Ocean
California
– -$1K -10 Closed
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