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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 %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$11.3M +$931K +18,669 +9%
MAFM
52
Mid Atlantic Financial Management
Pennsylvania
$11.3M +$11.3M +226,094 New
GFPC
53
Global Financial Private Capital
Florida
$11.3M +$4.68M +93,861 +71%
ST
54
Spinnaker Trust
Maine
$10.9M -$5M -100,321 -32%
HWA
55
Heritage Wealth Advisors
Virginia
$9.67M +$393K +7,884 +4%
RBC
56
Roble Belko & Company
Pennsylvania
$9M -$928K -18,625 -9%
SCM
57
Smith Capital Management
Arkansas
$8.87M +$8.87M +178,005 New
HighTower Advisors
58
HighTower Advisors
Illinois
$8.74M +$6.01M +120,799 +220%
CS
59
Comerica Securities
Michigan
$7.97M +$1.88M +37,664 +31%
FAAS
60
First Allied Advisory Services
California
$7.96M +$4.35M +87,379 +121%
OAM
61
Occidental Asset Management
California
$7.73M +$7.73M +155,104 New
Baird Financial Group
62
Baird Financial Group
Wisconsin
$7.31M +$757K +15,177 +12%
CIR
63
Clear Investment Research
Georgia
$6.81M -$1.11M -22,340 -14%
REFI
64
Requisite Energy Fund I
Texas
$6.73M +$6.73M +134,964 New
RCM
65
Requisite Capital Management
Texas
$6.73M +$6.73M +134,964 New
IWP
66
Icon Wealth Partners
Texas
$6.43M +$1.42M +28,559 +28%
BCI
67
Brinker Capital Investments
Pennsylvania
$6.35M +$1.65M +33,078 +35%
FF
68
Friedenthal Financial
New Jersey
$6.23M +$5.9M +118,280 +1,763%
WIC
69
Woodmont Investment Counsel
Tennessee
$5.92M -$1.48M -29,625 -20%
TC
70
Trilogy Capital
California
$5.8M +$4.91M +98,577 +558%
RCG
71
Ruggie Capital Group
Florida
$5.71M +$5.24M +105,183 +1,122%
BWP
72
Bernardo Wealth Planning
Pennsylvania
$5.68M +$5.68M +113,899 New
WAS
73
Winch Advisory Services
Wisconsin
$5.67M +$5.67M +113,689 New
SCA
74
Snowden Capital Advisors
New York
$5.58M +$1.59M +31,920 +40%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$5.53M +$4.54M +91,055 +459%
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