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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 %
CIM
276
Cambria Investment Management
California
$81K +$81K +1,441 New
BWA
277
Burt Wealth Advisors
Maryland
$80K – – –
PNC Financial Services Group
278
PNC Financial Services Group
Pennsylvania
$77K +$27.2K +541 +55%
SAM
279
Shamrock Asset Management
Texas
$71K +$71K +1,410 New
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$58K -$68.3K -1,355 -54%
GWMIA
281
Global Wealth Management Investment Advisory
Florida
$49K +$23.3K +465 +90%
ONST
282
Old North State Trust
North Carolina
$46K – – –
CAM
283
Cresset Asset Management
Illinois
$38K -$15.8K -315 -29%
MSA
284
Marino Stram & Associates
Massachusetts
$38K +$17K +336 +81%
CFD
285
Creative Financial Designs
Indiana
$37K +$29.9K +601 +420%
LFA
286
Legacy Financial Advisors
Kentucky
$35K – – –
LPWM
287
Lake Point Wealth Management
Texas
$31K -$1.3M -26,260 -98%
AWMS
288
Advocacy Wealth Management Services
Georgia
$26K +$26K +509 New
RIA
289
Realta Investment Advisors
Delaware
$24K +$24K +476 New
PCFFS
290
Pacific Center for Financial Services
California
$14K – – –
CF
291
Centaurus Financial
California
$11.2K +$338 +17 +3%
DBT
292
Dubuque Bank & Trust
Iowa
$11K +$11K +214 New
HI
293
Hudock Inc
Pennsylvania
$11K +$11K +233 New
RCAG
294
Rehmann Capital Advisory Group
Michigan
$8.79K -$112K -2,229 -93%
SIS
295
Sound Income Strategies
Florida
$8K -$26.6K -538 -77%
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
CAL
297
Capital Analysts LLC
Pennsylvania
$8K +$8K +160 New
CFN
298
Cordasco Financial Network
Florida
$6K – – –
BFG
299
Beacon Financial Group
Texas
$4.63K -$8.13K -161,728 -64%
PFBT
300
Parkside Financial Bank & Trust
Missouri
$3K +$3K +52 New
10 11
12
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