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iShares Short Maturity Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $4.94B invested in iShares Short Maturity Bond ETF in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
7.38%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.05%
New
42
Increased
140
Reduced
113
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$116M
2
DCM
Donaldson Capital Management
Indiana
$25.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$119M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$32.4M
5
CCA
Clearwater Capital Advisors
Illinois
$15.3M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$0
2
UCFA
United Capital Financial Advisors
Texas
$9.57M
3
CFGS
Concourse Financial Group Securities
Alabama
$7.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$797M
5
RIG
RiverFront Investment Group
Virginia
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$33.4M +$3.11M +61,785 +10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$32.4M +$15.7M +312,473 +95%
SAM
28
Securian Asset Management
Minnesota
$30.6M +$2.8M +55,620 +10%
CCA
29
Conservest Capital Advisors
Pennsylvania
$29.3M +$897K +17,811 +3%
MM
30
Main Management
California
$27.6M +$119K +2,367 +0.4%
DCM
31
Donaldson Capital Management
Indiana
$25.9M +$25.9M +515,281 New
RJA
32
Raymond James & Associates
Florida
$25.9M -$178K -3,530 -0.7%
AWM
33
AE Wealth Management
Kansas
$22.3M +$3.15M +62,501 +16%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$21.7M +$272K +5,395 +1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$19.9M +$3.76M +74,709 +23%
BCM
36
Brookstone Capital Management
Illinois
$19.6M -$4.08M -80,962 -17%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$19.1M -$3.81M -75,684 -17%
BCMO
38
Buckingham Capital Management (Ohio)
Ohio
$19.1M -$2.51M -49,860 -12%
BTS
39
BB&T Securities
Virginia
$19M -$2.63M -52,260 -12%
WC
40
Whitney & Co
New York
$18.5M +$960K +19,103 +5%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$17.4M -$1.76M -34,990 -9%
CS
42
Comerica Securities
Michigan
$16.8M +$508K +10,093 +3%
SEI Investments
43
SEI Investments
Pennsylvania
$16.6M +$1.39M +27,406 +9%
WAS
44
Winch Advisory Services
Wisconsin
$16.5M +$369K +7,321 +2%
NA
45
NewEdge Advisors
Louisiana
$16M +$867K +17,224 +6%
MPW
46
MA Private Wealth
California
$15.7M -$4.31M -85,580 -22%
KA
47
Klingman & Associates
New York
$15.3M -$415K -8,246 -3%
CCA
48
Clearwater Capital Advisors
Illinois
$15.3M +$15.3M +303,866 New
FWM
49
Focused Wealth Management
New York
$14.7M +$14.7M +291,501 New
SCA
50
STALEY CAPITAL ADVISERS
Pennsylvania
$14.6M -$720K -14,300 -5%
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