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

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$9.57M
3
CFGS
3
Concourse Financial Group Securities
Alabama
$7.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$797M
5
RIG
5
RiverFront Investment Group
Virginia
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
51
WealthSource Partners
California
$14.4M +$2.16M +42,994 +18%
SS
52
Simplicity Solutions
Minnesota
$14.2M +$1.58M +31,299 +13%
GIA
53
GHP Investment Advisors
Colorado
$12.6M -$758K -15,050 -6%
CFG
54
Cooper Financial Group
California
$12.1M -$3.2M -63,577 -21%
HighTower Advisors
55
HighTower Advisors
Illinois
$11.7M +$235K +4,667 +2%
AI
56
Atria Investments
North Carolina
$11.6M -$3.7M -73,525 -24%
MGIA
57
Matthew Goff Investment Advisor
Texas
$11.5M +$2.92M +57,991 +34%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$11.3M +$342K +6,798 +3%
TC
59
Trilogy Capital
California
$11.3M +$2.19M +43,646 +24%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$10.9M +$3.28M +65,233 +43%
AWA
61
Arete Wealth Advisors
Illinois
$10.7M +$995K +19,756 +10%
FAAS
62
First Allied Advisory Services
California
$10.6M -$492K -9,784 -4%
ECM
63
ETrade Capital Management
Virginia
$10.5M +$8.72M +173,214 +481%
NFG
64
Next Financial Group
Texas
$10.2M -$353K -7,007 -3%
RBC
65
Roble Belko & Company
Pennsylvania
$10.2M +$173K +3,428 +2%
OAM
66
Occidental Asset Management
California
$10.1M +$736K +14,624 +8%
UCFA
67
United Capital Financial Advisors
Texas
$9.57M -$37.3M -740,897 -80%
HWA
68
Heritage Wealth Advisors
Virginia
$8.68M -$678K -13,465 -7%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$8.5M -$11.5M -228,538 -58%
CIM
70
Corda Investment Management
Texas
$8.45M +$1.35M +26,725 +19%
Stifel Financial
71
Stifel Financial
Missouri
$8.1M +$1.73M +34,232 +27%
SCM
72
Smith Capital Management
Arkansas
$8.09M -$217K -4,310 -3%
SFS
73
Sowell Financial Services
Arkansas
$7.95M +$7.95M +157,901 New
RCM
74
Requisite Capital Management
Texas
$7.91M -$3.15M -62,543 -28%
CFGS
75
Concourse Financial Group Securities
Alabama
$7.9M -$33.9M -674,265 -81%
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