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iShares Short Maturity Bond ETF
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Overview Fund Activity

391 hedge funds and large institutions have $4.42B invested in iShares Short Maturity Bond ETF in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 121 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
7.72%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.99%
New
93
Increased
121
Reduced
138
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$22M
3
CCA
Conservest Capital Advisors
Pennsylvania
+$19.7M
4
Truist Financial
Truist Financial
North Carolina
+$18.9M
5
Wells Fargo
Wells Fargo
California
+$15.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$281M
2
FTUS
Flow Traders U.S.
New York
-$116M
3
Betterment LLC
Betterment LLC
New York
-$84.7M
4
VAG
VisionPoint Advisory Group
Texas
-$42.9M
5
LPL Financial
LPL Financial
California
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
301
Marcum Wealth
Ohio
$298K +$298K +5,924 New
CWM
302
Cornerstone Wealth Management
Missouri
$291K -$218K -4,342 -43%
WWM
303
WJ Wealth Management
Arizona
$285K +$285K +5,675 New
AWA
304
Acorn Wealth Advisors
Michigan
$278K +$1.11K +22 +0.4%
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$278K +$220K +4,377 +381%
LNWWM
306
Laird Norton Wetherby Wealth Management
California
$276K -$4.63K -92 -2%
CPIG
307
Chicago Partners Investment Group
Illinois
$275K +$275K +5,477 New
WLIM
308
White Lighthouse Investment Management
Massachusetts
$269K -$248K -4,940 -48%
AIM
309
Aspen Investment Management
Michigan
$266K – – –
KOMWMG
310
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$264K +$264K +5,250 New
Neuberger Berman Group
311
Neuberger Berman Group
New York
$258K -$132K -2,633 -34%
SG
312
Somerset Group
Minnesota
$258K -$21.1K -419 -8%
SWM
313
Sugarloaf Wealth Management
Georgia
$255K +$255K +5,067 New
TPW
314
TL Private Wealth
Texas
$253K +$253K +5,029 New
SI
315
Stephens Inc
Arkansas
$252K – – –
Fisher Asset Management
316
Fisher Asset Management
Washington
$250K +$250K +4,976 New
KC
317
Kingfisher Capital
North Carolina
$250K +$250K +4,978 New
PTC
318
Private Trust Company
Ohio
$246K +$246K +4,908 New
PA
319
Parallel Advisors
California
$242K -$27.4K -546 -10%
PFT
320
Providence First Trust
Arizona
$242K +$854 +17 +0.4%
FAM
321
Flaharty Asset Management
Florida
$242K +$242K +4,810 New
SG
322
StoneX Group
New York
$241K -$36.1K -718 -13%
BFA
323
Beacon Financial Advisory
Ohio
$238K +$238K +4,756 New
HR
324
Hayden Royal
North Carolina
$236K -$36.6K -727 -13%
NCM
325
Northwest Capital Management
Oregon
$234K +$234K +4,658 New
11 12
13
14 15