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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 %
WAP
376
Wealthcare Advisory Partners
Pennsylvania
$5K -$25.4K -514 -84%
HWM
377
Howard Wealth Management
Connecticut
$5K +$5K +100 New
AWA
378
Arkadios Wealth Advisors
Georgia
$4.58K +$4.58K +91 New
IRC
379
Investors Research Corp
Georgia
$4K – – –
FBT
380
First Bank & Trust
South Dakota
$4K +$4K +86 New
SIS
381
Sound Income Strategies
Florida
$3K -$3.9K -74 -56%
FWM
382
Foresight Wealth Management
Utah
$3K – – –
ADL
383
Asset Dedication LLC
California
$3K – – –
EWM
384
EPG Wealth Management
Georgia
$3K +$3K +63 New
JFA
385
JNBA Financial Advisors
Minnesota
$2K +$48 +1 +2%
CHA
386
Carmichael Hill & Associates
Maryland
$2K +$2K +40 New
PO
387
Private Ocean
California
$1K – – –
AWM
388
AllSquare Wealth Management
New York
$1K – – –
LWA
389
Lenox Wealth Advisors
New York
$1K +$1K +18 New
VCP
390
Verus Capital Partners
Arizona
$1K +$1K +23 New
FTUS
391
Flow Traders U.S.
New York
– -$116M -2,297,968 Closed
Citadel Advisors
392
Citadel Advisors
Florida
– -$4.35M -86,356 Closed
VF
393
Virtu Financial
New York
– -$3.07M -60,936 Closed
SCP
394
Stamos Capital Partners
California
– -$2.95M -58,610 Closed
HW
395
Hancock Whitney
Mississippi
– -$1.22M -24,262 Closed
AP
396
Advisors Preferred
Maryland
– -$1.1M -21,800 Closed
SC
397
Stratford Consulting
Texas
– -$925K -18,384 Closed
RCG
398
Ruggie Capital Group
Florida
– -$622K -12,363 Closed
PFA
399
Pettinga Financial Advisors
Indiana
– -$573K -11,373 Closed
SHIM
400
Stone House Investment Management
Pennsylvania
– -$541K -10,745 Closed
13 14 15
16
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