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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 %
SI
276
Stephens Inc
Arkansas
$253K – – –
PWM
277
Perigon Wealth Management
California
$251K +$251K +5,000 New
HIM
278
Hanlon Investment Management
New Jersey
$248K -$156K -3,105 -39%
PFT
279
Providence First Trust
Arizona
$242K +$242K +4,800 New
Principal Financial Group
280
Principal Financial Group
Iowa
$232K +$232K +4,618 New
LG
281
LaFleur & Godfrey
Michigan
$229K – – –
9WM
282
9258 Wealth Management
Ohio
$227K +$227K +4,507 New
SFP
283
Shepherd Financial Partners
Massachusetts
$226K +$19K +378 +9%
LWAC
284
Laurel Wealth Advisors (California)
California
$225K – – –
IA
285
IFG Advisory
Georgia
$221K -$2.11M -42,004 -91%
LFAS
286
Level Four Advisory Services
Texas
$211K -$959 -19 -0.5%
CFA
287
Carroll Financial Associates
North Carolina
$203K – – –
W
288
Wealthquest
Ohio
$203K +$203K +4,035 New
EWM
289
Elmwood Wealth Management
California
$201K – – –
Susquehanna International Group
290
Susquehanna International Group
Pennsylvania
$201K +$201K +3,987 New
CIR
291
Clear Investment Research
Georgia
$178K -$2.76M -54,726 -94%
SIAS
292
Shine Investment Advisory Services
Colorado
$151K -$167K -3,318 -53%
EWM
293
Edge Wealth Management
New York
$151K -$50.3K -1,000 -25%
LWM
294
Lenox Wealth Management
Ohio
$143K -$4.77K -95 -3%
CIAS
295
Capital Investment Advisory Services
North Carolina
$139K -$30.6K -610 -18%
BBHC
296
Brown Brothers Harriman & Co
New York
$137K +$137K +2,712 New
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$83K -$30.1K -596 -27%
TFGT
298
TS Financial Group (TSFG)
Illinois
$83K +$201 +4 +0.2%
BWA
299
Burt Wealth Advisors
Maryland
$81K – – –
RIA
300
Realta Investment Advisors
Delaware
$68K +$48.3K +958 +245%
10 11
12
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