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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 %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$5.92M -$1.45M -28,784 -20%
BWP
77
Bernardo Wealth Planning
Pennsylvania
$5.92M +$200K +3,973 +3%
UIA
78
UBP Investment Advisors
Switzerland
$5.62M +$1.85M +36,918 +49%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$5.44M +$2.04M +40,607 +60%
Wolverine Trading
80
Wolverine Trading
Illinois
$5.39M +$1.8M +35,761 +50%
Stifel Financial
81
Stifel Financial
Missouri
$5.3M +$452K +8,989 +9%
CF
82
CNA Financial
Illinois
$5.02M – – –
FLA
83
Financial Life Advisors
Texas
$5M +$967K +19,250 +24%
CIM
84
Corda Investment Management
Texas
$4.94M +$2.2M +43,700 +80%
IWP
85
Icon Wealth Partners
Texas
$4.94M -$1.54M -30,680 -24%
SCA
86
Snowden Capital Advisors
New York
$4.87M -$762K -15,160 -14%
YWP
87
YorkBridge Wealth Partners
New York
$4.84M +$578K +11,501 +14%
PAG
88
Private Advisor Group
New Jersey
$4.5M +$2.29M +45,536 +104%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$4.41M +$4.41M +87,696 New
TA
90
TCG Advisors
Texas
$4.34M +$449K +8,937 +12%
RA
91
RFG Advisory
Alabama
$4.26M +$1.75M +34,978 +70%
CAN
92
Cetera Advisor Networks
California
$4.24M +$192K +3,816 +5%
PPW
93
Pasadena Private Wealth
California
$4.22M +$1.25M +24,845 +42%
SHGA
94
Sand Hill Global Advisors
California
$4.16M -$597K -11,874 -13%
SWP
95
Stratos Wealth Partners
Ohio
$4.08M +$998K +19,863 +32%
MGIA
96
Matthew Goff Investment Advisor
Texas
$3.9M +$3.9M +77,716 New
AWM
97
AE Wealth Management
Kansas
$3.87M +$3.61M +71,796 +1,361%
DE
98
Day & Ennis
Georgia
$3.78M +$350K +6,963 +10%
CAM
99
Concorde Asset Management
Michigan
$3.77M -$295K -5,883 -7%
PA
100
PFG Advisors
Arizona
$3.66M +$522K +10,380 +17%
2 3
4
5 6