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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 %
CFG
51
Cooper Financial Group
California
$15.3M -$1.19M -23,606 -7%
SEI Investments
52
SEI Investments
Pennsylvania
$15.2M +$1.21M +23,859 +9%
NA
53
NewEdge Advisors
Louisiana
$15.2M +$3.07M +61,012 +25%
GIA
54
GHP Investment Advisors
Colorado
$13.4M -$611K -12,141 -4%
IWS
55
Insight Wealth Strategies
California
$13M -$410K -8,147 -3%
SS
56
Simplicity Solutions
Minnesota
$12.6M +$9.32M +185,218 +286%
WP
57
WealthSource Partners
California
$12.2M +$2.93M +58,148 +32%
HighTower Advisors
58
HighTower Advisors
Illinois
$11.5M +$2.79M +55,382 +32%
RCM
59
Requisite Capital Management
Texas
$11.1M +$2.37M +47,093 +27%
FAAS
60
First Allied Advisory Services
California
$11.1M +$1.59M +31,534 +17%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$11M -$398K -7,904 -4%
NFG
62
Next Financial Group
Texas
$10.6M -$588K -11,686 -5%
RBC
63
Roble Belko & Company
Pennsylvania
$10M +$509K +10,110 +5%
AWA
64
Arete Wealth Advisors
Illinois
$9.65M +$9.65M +191,821 New
BCI
65
Brinker Capital Investments
Pennsylvania
$9.5M +$1.99M +39,585 +27%
AF
66
Advisornet Financial
Minnesota
$9.48M +$51.5K +1,023 +0.5%
HWA
67
Heritage Wealth Advisors
Virginia
$9.36M -$158K -3,139 -2%
OAM
68
Occidental Asset Management
California
$9.36M +$2.78M +55,298 +42%
ST
69
Spinnaker Trust
Maine
$9.23M -$762K -15,138 -8%
TC
70
Trilogy Capital
California
$9.08M +$1.69M +33,550 +23%
SHGA
71
Sand Hill Global Advisors
California
$8.69M +$4.52M +89,803 +108%
MGIA
72
Matthew Goff Investment Advisor
Texas
$8.56M +$4.65M +92,317 +119%
SCM
73
Smith Capital Management
Arkansas
$8.31M +$14.8K +295 +0.2%
SFA
74
Stewardship Financial Advisors
Georgia
$7.6M -$4.52M -89,710 -37%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$7.6M +$4.9M +97,309 +181%
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