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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 %
CIM
76
Corda Investment Management
Texas
$7.1M +$2.15M +42,790 +44%
JGIA
77
Jackson Grant Investment Advisers
Connecticut
$6.78M +$460K +9,130 +7%
Stifel Financial
78
Stifel Financial
Missouri
$6.35M +$1.04M +20,623 +20%
Prudential Financial
79
Prudential Financial
New Jersey
$6.1M -$2.49M -49,422 -29%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$6.04M +$584K +11,595 +11%
BWP
81
Bernardo Wealth Planning
Pennsylvania
$5.94M +$11.7K +233 +0.2%
UIA
82
UBP Investment Advisors
Switzerland
$5.67M +$48.5K +964 +0.9%
WIC
83
Woodmont Investment Counsel
Tennessee
$5.62M -$362K -7,197 -6%
HPC
84
Hobart Private Capital
North Carolina
$5.5M +$4.8M +95,448 +692%
JFM
85
Jackson Financial Management
California
$5.49M -$2.39M -47,528 -30%
CG
86
Colony Group
Massachusetts
$5.48M +$5.48M +108,956 New
FLA
87
Financial Life Advisors
Texas
$5.3M +$295K +5,852 +6%
BFG
88
Beacon Financial Group
Texas
$5.26M +$619K +12,290 +13%
SHJ
89
Sharkey, Howes & Javer
Colorado
$5.21M -$1.43M -28,327 -21%
CF
90
CNA Financial
Illinois
$5.03M – – –
Baird Financial Group
91
Baird Financial Group
Wisconsin
$4.92M -$1.02M -20,185 -17%
CAN
92
Cetera Advisor Networks
California
$4.88M +$624K +12,380 +15%
ASN
93
Advisory Services Network
Georgia
$4.68M +$1.03M +20,515 +28%
SWP
94
Stratos Wealth Partners
Ohio
$4.35M +$266K +5,281 +7%
Citigroup
95
Citigroup
New York
$4.3M +$2.67M +53,115 +165%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$4.21M -$208K -4,132 -5%
YWP
97
YorkBridge Wealth Partners
New York
$4.1M -$748K -14,857 -15%
RCA
98
Rowland Carmichael Advisors
Arizona
$4.04M +$1.66M +32,970 +70%
LFG
99
LifePlan Financial Group
Ohio
$4.01M +$3.81M +75,772 +1,979%
SCA
100
Snowden Capital Advisors
New York
$3.89M -$979K -19,458 -20%
2 3
4
5 6