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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 %
SFA
51
Stewardship Financial Advisors
Georgia
$12.1M -$1.64M -32,720 -12%
NA
52
NewEdge Advisors
Louisiana
$12.1M -$144K -2,873 -1%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$11.3M -$41.7K -831 -0.4%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$11.2M -$703K -13,991 -6%
NFG
55
Next Financial Group
Texas
$11.2M +$10.9M +216,857 +4,095%
NFH
56
NEXT Financial Holdings
Texas
$11.2M +$11.2M +222,153 New
Jane Street
57
Jane Street
New York
$10.1M +$10.1M +200,742 New
ST
58
Spinnaker Trust
Maine
$9.97M -$961K -19,131 -9%
HWA
59
Heritage Wealth Advisors
Virginia
$9.5M -$247K -4,918 -3%
RBC
60
Roble Belko & Company
Pennsylvania
$9.5M +$425K +8,466 +5%
FAAS
61
First Allied Advisory Services
California
$9.45M +$1.42M +28,335 +18%
AF
62
Advisornet Financial
Minnesota
$9.41M +$8.35M +166,244 +789%
WP
63
WealthSource Partners
California
$9.26M +$4.56M +90,697 +97%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$8.85M +$4.14M +82,424 +88%
HighTower Advisors
65
HighTower Advisors
Illinois
$8.7M -$128K -2,548 -1%
RCM
66
Requisite Capital Management
Texas
$8.67M +$1.89M +37,594 +28%
Prudential Financial
67
Prudential Financial
New Jersey
$8.58M +$6.13M +121,968 +250%
SCM
68
Smith Capital Management
Arkansas
$8.28M -$668K -13,290 -7%
JFM
69
Jackson Financial Management
California
$7.87M -$4.17M -83,079 -35%
BCI
70
Brinker Capital Investments
Pennsylvania
$7.5M +$1.1M +21,897 +17%
TC
71
Trilogy Capital
California
$7.39M +$1.55M +30,854 +27%
SHJ
72
Sharkey, Howes & Javer
Colorado
$6.63M +$5.29M +105,344 +397%
OAM
73
Occidental Asset Management
California
$6.56M -$1.23M -24,517 -16%
JGIA
74
Jackson Grant Investment Advisers
Connecticut
$6.31M +$3.27M +65,136 +108%
WIC
75
Woodmont Investment Counsel
Tennessee
$5.97M +$201 +4 +0%
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