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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 %
ASN
101
Advisory Services Network
Georgia
$3.64M -$297K -5,907 -8%
TJHA
102
Thomas J. Herzfeld Advisors
Florida
$3.63M +$3.63M +72,236 New
FAIM
103
Financial Advocates Investment Management
Washington
$3.62M +$976K +19,422 +37%
SPC
104
Sigma Planning Corp
Michigan
$3.47M +$58.8K +1,170 +2%
JWM
105
Jackson Wealth Management
Florida
$3.39M -$614K -12,214 -15%
GSC
106
G&S Capital
Colorado
$3.38M -$1.1M -21,847 -25%
KFGK
107
Keystone Financial Group (Kentucky)
Kentucky
$3.33M +$24.3K +483 +0.7%
IA
108
IFG Advisory
Georgia
$3.3M +$3.3M +40,892 New
WP
109
WealthPLAN Partners
Nebraska
$3.28M +$94.4K +1,881 +3%
IFS
110
Ifrah Financial Services
Arkansas
$3.27M +$11.8K +235 +0.4%
MIAN
111
Mariner Independent Advisor Network
Kansas
$3.27M -$563K -11,209 -15%
SS
112
Simplicity Solutions
Minnesota
$3.25M +$2.98M +59,328 +1,107%
VBFG
113
Vishria Bird Financial Group
Tennessee
$3.06M +$3.06M +60,833 New
SBL
114
Sargent Bickham Lagudis
Colorado
$3.04M -$148K -2,952 -5%
CIR
115
Clear Investment Research
Georgia
$3.01M -$3.86M -76,790 -56%
OC
116
Oppenheimer & Co
New York
$2.9M +$385K +7,663 +15%
CHJWM
117
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.87M -$1.09M -21,612 -27%
MIM
118
Moseley Investment Management
Florida
$2.87M +$2.87M +57,086 New
Bank of New York Mellon
119
Bank of New York Mellon
New York
$2.7M +$2.7M +53,634 New
CA
120
Cetera Advisors
Colorado
$2.67M +$2.12M +42,281 +387%
TC
121
TownSquare Capital
Utah
$2.63M +$2.13M +42,420 +431%
MBT
122
Montecito Bank & Trust
California
$2.54M -$760K -15,121 -23%
BHWM
123
Bay Harbor Wealth Management
Maryland
$2.41M +$1.08M +21,396 +81%
FA
124
Fortis Advisors
Pennsylvania
$2.41M +$1.13M +22,446 +88%
GKWIM
125
Gerber Kawasaki Wealth & Investment Management
California
$2.4M +$290K +5,778 +14%
3 4
5
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