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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 %
WAS
51
Winch Advisory Services
Wisconsin
$12.9M -$3.62M -71,972 -22%
NA
52
NewEdge Advisors
Louisiana
$11.8M -$4.24M -84,345 -26%
ECM
53
ETrade Capital Management
Virginia
$11.8M +$1.25M +24,893 +12%
AWA
54
Arete Wealth Advisors
Illinois
$11.1M +$471K +9,375 +4%
UCFA
55
United Capital Financial Advisors
Texas
$11.1M +$1.49M +29,715 +16%
HighTower Advisors
56
HighTower Advisors
Illinois
$10.8M -$897K -17,823 -8%
OAM
57
Occidental Asset Management
California
$10.6M +$519K +10,337 +5%
CIM
58
Corda Investment Management
Texas
$10.5M +$2.04M +40,650 +24%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$10.4M +$1.88M +37,405 +22%
RBC
60
Roble Belko & Company
Pennsylvania
$10.1M -$59.3K -1,181 -0.6%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$9.98M -$7.42M -147,726 -43%
RCM
62
Requisite Capital Management
Texas
$9.85M +$1.95M +38,859 +25%
SHGA
63
Sand Hill Global Advisors
California
$9.77M +$2.01M +39,998 +26%
MCIA
64
Mountain Capital Investment Advisors
Colorado
$9.54M +$9.54M +189,772 New
BCM
65
Brookstone Capital Management
Illinois
$9.48M -$10M -199,820 -51%
SCM
66
Smith Capital Management
Arkansas
$9.4M +$1.32M +26,350 +16%
SW
67
SteelPeak Wealth
California
$9.19M +$9.19M +182,837 New
SFA
68
Stewardship Financial Advisors
Georgia
$8.88M +$1.05M +20,858 +13%
CFG
69
Cooper Financial Group
California
$8.72M -$3.36M -66,818 -28%
AI
70
Atria Investments
North Carolina
$8.58M -$3.01M -59,887 -26%
FAAS
71
First Allied Advisory Services
California
$8.54M -$2.01M -39,981 -19%
CC
72
Copperleaf Capital
North Carolina
$8.46M +$8.46M +168,259 New
HWA
73
Heritage Wealth Advisors
Virginia
$8.09M -$576K -11,460 -7%
JGIA
74
Jackson Grant Investment Advisers
Connecticut
$8.02M +$558K +11,105 +7%
ST
75
Spinnaker Trust
Maine
$8.02M +$288K +5,742 +4%
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