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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 %
CCM
401
Canal Capital Management
Virginia
– -$449K -8,918 Closed
OMC
402
Old Mission Capital
Illinois
– -$427K -8,477 Closed
TP
403
Tranquility Partners
Tennessee
– -$391K -7,775 Closed
SLG
404
Stanley-Laman Group
Pennsylvania
– -$368K -7,310 Closed
MFG
405
Merit Financial Group
Georgia
– -$350K -6,945 Closed
VAS
406
Vestmark Advisory Solutions
Massachusetts
– -$340K -6,755 Closed
FHC
407
First Heartland Consultants
Missouri
– -$340K -6,749 Closed
PWM
408
Perigon Wealth Management
California
– -$251K -5,000 Closed
Principal Financial Group
409
Principal Financial Group
Iowa
– -$232K -4,618 Closed
LG
410
LaFleur & Godfrey
Michigan
– -$229K -4,545 Closed
SFP
411
Shepherd Financial Partners
Massachusetts
– -$226K -4,500 Closed
LWAC
412
Laurel Wealth Advisors (California)
California
– -$225K -4,460 Closed
IA
413
IFG Advisory
Georgia
– -$221K -4,409 Closed
W
414
Wealthquest
Ohio
– -$203K -4,035 Closed
Susquehanna International Group
415
Susquehanna International Group
Pennsylvania
– -$201K -3,987 Closed
BBHC
416
Brown Brothers Harriman & Co
New York
– -$137K -2,712 Closed
CAN
417
Claraphi Advisory Network
United States
– -$43K -850 Closed
SWP
418
Strategic Wealth Partners
Ohio
– -$15 -304 Closed
FMII
419
Farmers & Merchants Investments Inc
Nebraska
– -$4K -86 Closed
GWAG
420
Garrett Wealth Advisory Group
Texas
– -$2.17K -43 Closed
SMG
421
Spectrum Management Group
Indiana
– -$1K -26 Closed
APSP
422
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$1K -15 Closed
FEM
423
Fulcrum Equity Management
Texas
– -$1K -14 Closed
MNG
424
Manning & Napier Group
New York
– -$842K – –
13 14 15 16
17