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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 %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$7.75M +$7.75M +154,217 New
Bank of New York Mellon
77
Bank of New York Mellon
New York
$7.68M -$3.19M -63,422 -29%
GM
78
GeoWealth Management
Illinois
$7.62M +$7.62M +151,679 New
FFC
79
Fure Financial Corporation
Minnesota
$7.59M +$7.59M +150,982 New
Citigroup
80
Citigroup
New York
$7.43M +$2.18M +43,318 +41%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$7.29M -$584K -11,625 -7%
Stifel Financial
82
Stifel Financial
Missouri
$7.1M -$999K -19,760 -12%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$6.98M -$4.31M -85,707 -38%
CCM
84
Covington Capital Management
California
$6.78M +$3.27M +65,136 +93%
CT
85
Columbia Trust
Oregon
$6.77M +$6.77M +134,763 New
AF
86
Advisornet Financial
Minnesota
$6.74M +$22K +437 +0.3%
UIA
87
UBP Investment Advisors
Switzerland
$6.53M -$2.21K -44 -0%
FLA
88
Financial Life Advisors
Texas
$6.33M +$369K +7,340 +6%
PA
89
Pinnacle Associates
New York
$6.16M +$521K +10,362 +9%
Millennium Management
90
Millennium Management
New York
$6.1M -$2.61K -52 -0%
BFG
91
Beacon Financial Group
Texas
$6.08M -$1.7M -33,872 -22%
CAN
92
Cetera Advisor Networks
California
$5.83M +$710K +14,125 +14%
EH
93
Equitable Holdings
New York
$5.76M +$5.76M +114,659 New
GC
94
Guggenheim Capital
Illinois
$5.56M -$29.2M -580,337 -84%
AFP
95
Ausdal Financial Partners
Iowa
$5.53M -$893K -17,730 -14%
SFS
96
Sowell Financial Services
Arkansas
$5.42M -$2.51M -49,974 -32%
C1AG
97
Client 1st Advisory Group
Florida
$5.38M +$5.38M +107,112 New
KL
98
KWMG LLC
Kansas
$5.31M +$376K +7,490 +8%
MBT
99
Montecito Bank & Trust
California
$5.18M +$1.9M +37,788 +58%
WWM
100
Windsor Wealth Management
Indiana
$5.11M +$1.2M +23,802 +31%
2 3
4
5 6