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iShares Short Maturity Bond ETF
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Overview Fund Activity

315 hedge funds and large institutions have $5.74B invested in iShares Short Maturity Bond ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
6.85%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.89%
New
43
Increased
117
Reduced
122
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$140M
2
GC
Guggenheim Capital
Illinois
+$27.1M
3
AIM
Astor Investment Management
Illinois
+$26.8M
4
Betterment LLC
Betterment LLC
New York
+$24.3M
5
Wells Fargo
Wells Fargo
California
+$17.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$170M
2
DF
Donoghue Forlines
Massachusetts
-$37.6M
3
SAS
Sage Advisory Services
Texas
-$28.8M
4
CFGS
Concourse Financial Group Securities
Alabama
-$23M
5
Morgan Stanley
Morgan Stanley
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$30.3M +$16.8M +333,215 +124%
KPW
27
Kore Private Wealth
New York
$30.2M +$10.9M +216,956 +57%
CCA
28
Conservest Capital Advisors
Pennsylvania
$28.4M +$1.26M +24,941 +5%
SAM
29
Securian Asset Management
Minnesota
$27.8M – – –
MM
30
Main Management
California
$27.5M +$2.23M +44,381 +9%
GC
31
Guggenheim Capital
Illinois
$27.1M +$27.1M +631,204 New
RJA
32
Raymond James & Associates
Florida
$26.1M +$835K +16,587 +3%
BCM
33
Brookstone Capital Management
Illinois
$23.6M -$18M -356,808 -43%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$22.9M -$7.64M -151,862 -25%
BTS
35
BB&T Securities
Virginia
$21.6M -$548K -10,891 -2%
BCMO
36
Buckingham Capital Management (Ohio)
Ohio
$21.6M -$940K -18,683 -4%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$21.4M -$11.9M -236,211 -36%
MPW
38
MA Private Wealth
California
$20M -$1.97M -39,134 -9%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$20M +$8.8M +174,836 +79%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$19.2M -$2.03M -40,396 -10%
AWM
41
AE Wealth Management
Kansas
$19.2M +$15.3M +304,037 +394%
FTUS
42
Flow Traders U.S.
New York
$19.1M +$5.77M +114,615 +43%
WC
43
Whitney & Co
New York
$17.6M +$338K +6,719 +2%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$16.6M -$951K -18,898 -5%
CS
45
Comerica Securities
Michigan
$16.3M -$3.71M -73,781 -19%
WAS
46
Winch Advisory Services
Wisconsin
$16.2M +$16.2M +321,431 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$16.2M +$7.29M +144,765 +82%
KA
48
Klingman & Associates
New York
$15.8M +$334K +6,637 +2%
SCA
49
STALEY CAPITAL ADVISERS
Pennsylvania
$15.4M -$242K -4,800 -2%
AI
50
Atria Investments
North Carolina
$15.3M -$1.1M -21,821 -7%
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