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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 %
JFA
301
JNBA Financial Advisors
Minnesota
$2K – – –
AssetMark Inc
302
AssetMark Inc
California
$1K -$39.6M -1,110,181 -100%
APSP
303
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K -$450 -9 -31%
AWM
304
AllSquare Wealth Management
New York
$1K – – –
PO
305
Private Ocean
California
$1K +$1K +10 New
Koshinski Asset Management
306
Koshinski Asset Management
Illinois
$399 +$399 +7,934 New
CCMG
307
Clark Capital Management Group
Pennsylvania
– -$47.2M -947,494 Closed
WAS
308
Winch Advisory Services
Wisconsin
– -$5.67M -113,689 Closed
HW
309
Hancock Whitney
Mississippi
– -$4.32M -86,582 Closed
QAM
310
Questar Asset Management
Minnesota
– -$3.87M -77,540 Closed
RFO
311
RiverGlades Family Offices
Florida
– -$3.4M -68,250 Closed
GFP
312
Gryphon Financial Partners
Ohio
– -$3.07M -61,433 Closed
PSG
313
Planning Solutions Group
Maryland
– -$1.95M -39,044 Closed
VCM
314
Virtue Capital Management
Tennessee
– -$1.19M -23,844 Closed
EIA
315
Edgemoor Investment Advisors
Maryland
– -$872K -17,500 Closed
CAG
316
Csenge Advisory Group
Florida
– -$841K -16,887 Closed
BFG
317
Barber Financial Group
Kansas
– -$489K -9,818 Closed
Franklin Resources
318
Franklin Resources
California
– -$415K -8,320 Closed
HR
319
Hayden Royal
North Carolina
– -$289K -5,790 Closed
VF
320
Virtu Financial
New York
– -$280K -5,609 Closed
SCM
321
Stellar Capital Management
Arizona
– -$257K -5,152 Closed
W
322
WealthOne
New York
– -$249K -4,993 Closed
CG
323
Colony Group
Massachusetts
– -$234K -4,704 Closed
EWA
324
EP Wealth Advisors
California
– -$218K -4,370 Closed
CCA
325
Catalyst Capital Advisors
New York
– -$169K -3,400 Closed
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13
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