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iShares Short Maturity Bond ETF
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Overview Fund Activity

309 hedge funds and large institutions have $4.82B invested in iShares Short Maturity Bond ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+25
Holders Change %
+8.8%
% of All Funds
6.7%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
0.87%
New
58
Increased
117
Reduced
104
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$107M
2
DF
Donoghue Forlines
Massachusetts
+$86.3M
3
BlackRock
BlackRock
New York
+$63.1M
4
RIG
RiverFront Investment Group
Virginia
+$61.2M
5
Morgan Stanley
Morgan Stanley
New York
+$59M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$231M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$153M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$47.2M
4
AssetMark Inc
AssetMark Inc
California
-$39.6M
5
LPL Financial
LPL Financial
California
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$30.5M +$4.09M +81,374 +15%
SAS
27
Sage Advisory Services
Texas
$28.8M -$399K -7,940 -1%
SAM
28
Securian Asset Management
Minnesota
$27.8M – – –
CCA
29
Conservest Capital Advisors
Pennsylvania
$27M +$276K +5,499 +1%
GFPC
30
Global Financial Private Capital
Florida
$26.7M +$15.4M +305,667 +135%
AIM
31
Astor Investment Management
Illinois
$25.3M +$24.5M +487,636 +3,203%
RJA
32
Raymond James & Associates
Florida
$25.2M +$7.23M +143,914 +40%
MM
33
Main Management
California
$25.2M -$1.61M -31,971 -6%
BCMO
34
Buckingham Capital Management (Ohio)
Ohio
$22.5M -$83.7K -1,666 -0.4%
BTS
35
BB&T Securities
Virginia
$22.1M -$5.61M -111,572 -20%
MPW
36
MA Private Wealth
California
$22M +$2.38M +47,364 +12%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$21.2M +$3.54M +70,414 +20%
CS
38
Comerica Securities
Michigan
$20M +$11.9M +237,418 +149%
KPW
39
Kore Private Wealth
New York
$19.2M +$19.2M +382,240 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$17.5M -$1.39M -27,589 -7%
WC
41
Whitney & Co
New York
$17.2M +$3.82M +75,947 +29%
CFG
42
Cooper Financial Group
California
$16.5M -$1.55M -30,843 -9%
AI
43
Atria Investments
North Carolina
$16.4M +$3M +59,633 +22%
SCA
44
STALEY CAPITAL ADVISERS
Pennsylvania
$15.6M -$477K -9,500 -3%
KA
45
Klingman & Associates
New York
$15.4M +$8.99K +179 +0.1%
SEI Investments
46
SEI Investments
Pennsylvania
$14M +$1.01M +19,942 +8%
GIA
47
GHP Investment Advisors
Colorado
$14M -$2.18M -43,346 -13%
GWM
48
Geneos Wealth Management
Colorado
$13.5M +$1.64M +32,729 +14%
IWS
49
Insight Wealth Strategies
California
$13.4M +$387K +7,698 +3%
FTUS
50
Flow Traders U.S.
New York
$13.3M +$10.4M +207,909 +362%
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