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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 %
SAM
26
Securian Asset Management
Minnesota
$31.9M +$1.33M +26,400 +4%
RJA
27
Raymond James & Associates
Florida
$30.9M +$5.08M +101,170 +20%
KPW
28
Kore Private Wealth
New York
$30.2M -$3.86M -76,775 -11%
GWM
29
Geneos Wealth Management
Colorado
$30M -$3.35M -66,683 -10%
MM
30
Main Management
California
$27.9M +$376K +7,482 +1%
CCA
31
Clearwater Capital Advisors
Illinois
$23.1M +$7.82M +155,674 +51%
AWM
32
AE Wealth Management
Kansas
$22.8M +$515K +10,255 +2%
WP
33
WealthSource Partners
California
$20.3M +$5.91M +117,552 +41%
CFGS
34
Concourse Financial Group Securities
Alabama
$20.1M +$12.3M +243,972 +155%
GIA
35
GHP Investment Advisors
Colorado
$20.1M +$7.53M +149,839 +60%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$19.6M -$255K -5,066 -1%
FWM
37
Focused Wealth Management
New York
$19.2M +$4.6M +91,474 +31%
Truist Financial
38
Truist Financial
North Carolina
$18.9M +$18.9M +376,787 New
WC
39
Whitney & Co
New York
$18.7M +$181K +3,593 +1%
SS
40
Simplicity Solutions
Minnesota
$18M +$3.82M +76,014 +27%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$17.7M -$1.36M -27,050 -7%
SEI Investments
42
SEI Investments
Pennsylvania
$17.6M +$1.1M +21,765 +7%
KA
43
Klingman & Associates
New York
$16.1M +$751K +14,954 +5%
SCA
44
STALEY CAPITAL ADVISERS
Pennsylvania
$15.4M +$769K +15,300 +5%
M&T Bank
45
M&T Bank
New York
$15.2M +$13.9M +405,116 +1,040%
MGIA
46
Matthew Goff Investment Advisor
Texas
$13.8M +$2.32M +46,071 +20%
CS
47
Comerica Securities
Michigan
$13.7M -$3.02M -60,020 -18%
TC
48
Trilogy Capital
California
$13.3M +$2.01M +40,002 +18%
MPW
49
MA Private Wealth
California
$13.1M -$2.63M -52,250 -17%
MAFM
50
Mid Atlantic Financial Management
Pennsylvania
$13M -$8.66M -172,409 -40%
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