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iShares Short Maturity Bond ETF
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Overview Fund Activity

284 hedge funds and large institutions have $4.58B invested in iShares Short Maturity Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+63
Holders Change %
+28.51%
% of All Funds
6.34%
Holding in Top 10
48
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+92%
% of All Funds
1.07%
New
81
Increased
124
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$293M
2
Bank of America
Bank of America
North Carolina
+$195M
3
Betterment LLC
Betterment LLC
New York
+$73.4M
4
AssetMark Inc
AssetMark Inc
California
+$55.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.2M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$39.1M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$29.9M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
BCM
Brookstone Capital Management
Illinois
-$13.2M
5
CG
CFO4Life Group
Texas
-$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
26
Sage Advisory Services
Texas
$29M +$1.02M +20,383 +4%
SAM
27
Securian Asset Management
Minnesota
$27.6M – – –
BTS
28
BB&T Securities
Virginia
$27.5M +$20.3M +407,950 +283%
MM
29
Main Management
California
$26.6M +$1.2M +24,018 +5%
CCA
30
Conservest Capital Advisors
Pennsylvania
$26.6M +$3.83M +76,805 +17%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$26.2M +$2.8M +56,218 +12%
BCMO
32
Buckingham Capital Management (Ohio)
Ohio
$22.4M -$482K -9,675 -2%
MPW
33
MA Private Wealth
California
$19.4M +$19.4M +389,647 New
CFGS
34
Concourse Financial Group Securities
Alabama
$18.8M +$14.5M +289,941 +333%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$18.8M +$4.08M +81,919 +28%
CFG
36
Cooper Financial Group
California
$17.9M +$17.9M +358,273 New
RJA
37
Raymond James & Associates
Florida
$17.8M +$7.68M +154,080 +76%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$17.6M – – –
GIA
39
GHP Investment Advisors
Colorado
$16M -$5.3M -106,260 -25%
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$15.9M -$633K -12,700 -4%
KA
41
Klingman & Associates
New York
$15.3M +$627K +12,582 +4%
SFA
42
Stewardship Financial Advisors
Georgia
$13.6M +$1.59M +31,942 +13%
WC
43
Whitney & Co
New York
$13.3M +$6.64M +132,757 +100%
AI
44
Atria Investments
North Carolina
$13.3M +$1.8M +36,130 +16%
IWS
45
Insight Wealth Strategies
California
$12.9M +$12.9M +258,533 New
SEI Investments
46
SEI Investments
Pennsylvania
$12.8M -$168K -3,345 -1%
BFG
47
Beacon Financial Group
Texas
$12.7M +$943K +18,903 +8%
JFM
48
Jackson Financial Management
California
$11.9M -$440K -8,826 -4%
GWM
49
Geneos Wealth Management
Colorado
$11.8M +$7.2M +144,441 +157%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$11.8M -$7.49M -150,328 -39%
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