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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
+$96.6M
2
DCM
Donaldson Capital Management
Indiana
+$25.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15.7M
5
CCA
Clearwater Capital Advisors
Illinois
+$15.3M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$44M
2
UCFA
United Capital Financial Advisors
Texas
-$37.3M
3
CFGS
Concourse Financial Group Securities
Alabama
-$33.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25M
5
RIG
RiverFront Investment Group
Virginia
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
326
Foresight Wealth Management
Utah
$3K +$3K +63 New
GWAG
327
Garrett Wealth Advisory Group
Texas
$2.17K +$2.17K +43 New
JFA
328
JNBA Financial Advisors
Minnesota
$2K – – –
PO
329
Private Ocean
California
$1K – – –
APSP
330
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K – – –
AWM
331
AllSquare Wealth Management
New York
$1K – – –
AssetMark Inc
332
AssetMark Inc
California
$1K +$1K +12 New
FEM
333
Fulcrum Equity Management
Texas
$1K +$1K +14 New
SMG
334
Spectrum Management Group
Indiana
$1K +$1K +26 New
GEA
335
Glen Eagle Advisors
New Jersey
$858 +$858 +17 New
SWP
336
Strategic Wealth Partners
Ohio
$15 +$15 +304 New
Vanguard Group
337
Vanguard Group
Pennsylvania
– -$44M -875,000 Closed
3C
338
361 Capital
Colorado
– -$1.48M -29,384 Closed
CIBC World Market
339
CIBC World Market
Ontario, Canada
– -$728K -14,463 Closed
FPFS
340
First Personal Financial Services
North Carolina
– -$667K -13,250 Closed
Koshinski Asset Management
341
Koshinski Asset Management
Illinois
– -$615K -12,218 Closed
SFG
342
Sage Financial Group
Pennsylvania
– -$582K -11,562 Closed
Wolverine Trading
343
Wolverine Trading
Illinois
– -$332K -6,599 Closed
HF
344
HRT Financial
New York
– -$326K -6,486 Closed
NGA
345
Naples Global Advisors
Florida
– -$292K -5,807 Closed
NCM
346
Northwest Capital Management
Oregon
– -$278K -5,524 Closed
EWA
347
EP Wealth Advisors
California
– -$234K -4,652 Closed
CRWM
348
Castle Rock Wealth Management
California
– -$231K -4,554 Closed
FFG
349
Ford Financial Group
California
– -$226K -4,500 Closed
PTC
350
Private Trust Company
Ohio
– -$203K -4,035 Closed
11 12 13
14
15