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iShares Short Maturity Bond ETF
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Overview Fund Activity

315 hedge funds and large institutions have $5.74B invested in iShares Short Maturity Bond ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
6.85%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.89%
New
43
Increased
117
Reduced
122
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$140M
2
GC
Guggenheim Capital
Illinois
+$27.1M
3
AIM
Astor Investment Management
Illinois
+$26.8M
4
Betterment LLC
Betterment LLC
New York
+$24.3M
5
Wells Fargo
Wells Fargo
California
+$17.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$170M
2
DF
Donoghue Forlines
Massachusetts
-$37.6M
3
SAS
Sage Advisory Services
Texas
-$28.8M
4
CFGS
Concourse Financial Group Securities
Alabama
-$23M
5
Morgan Stanley
Morgan Stanley
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
301
Archford Capital Strategies
Illinois
$10K +$10K +198 New
SIS
302
Sound Income Strategies
Florida
$8K – – –
CAL
303
Capital Analysts LLC
Pennsylvania
$8K +$50 +1 +0.6%
SIC
304
Salem Investment Counselors
North Carolina
$8K +$8K +166 New
First Manhattan
305
First Manhattan
New York
$6K +$6K +121 New
WAP
306
Wealthcare Advisory Partners
Pennsylvania
$5K -$3.37K -68 -40%
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$4K +$4K +86 New
IRC
308
Investors Research Corp
Georgia
$4K +$4K +88 New
ADL
309
Asset Dedication LLC
California
$3K +$3K +65 New
JFA
310
JNBA Financial Advisors
Minnesota
$2K – – –
APSP
311
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K -$333 -5 -25%
AWM
312
AllSquare Wealth Management
New York
$1K – – –
SAS
313
Sage Advisory Services
Texas
– -$28.8M -573,719 Closed
Jane Street
314
Jane Street
New York
– -$10.1M -200,742 Closed
PPW
315
Pasadena Private Wealth
California
– -$4.22M -84,070 Closed
TJHA
316
Thomas J. Herzfeld Advisors
Florida
– -$3.63M -72,236 Closed
OIA
317
OneDigital Investment Advisors
Kansas
– -$1.92M -38,305 Closed
RCG
318
Ruggie Capital Group
Florida
– -$1.3M -25,853 Closed
TM
319
Titan Managers
Arizona
– -$705K -14,040 Closed
Deutsche Bank
320
Deutsche Bank
Germany
– -$518K -10,316 Closed
FM
321
Family Management
New York
– -$358K -7,119 Closed
SG
322
Somerset Group
Minnesota
– -$307K -6,109 Closed
SIC
323
Sigma Investment Counselors
Michigan
– -$251K -5,000 Closed
WAOTB
324
Wealth Advisors of Tampa Bay
Florida
– -$238K -4,732 Closed
CG
325
CFO4Life Group
Texas
– -$233K -4,645 Closed
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