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iShares Short Maturity Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $4.94B invested in iShares Short Maturity Bond ETF in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 113 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
7.38%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.05%
New
42
Increased
140
Reduced
113
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$116M
2
DCM
2
Donaldson Capital Management
Indiana
$25.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$119M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.4M
5
CCA
5
Clearwater Capital Advisors
Illinois
$15.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$9.57M
3
CFGS
3
Concourse Financial Group Securities
Alabama
$7.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$797M
5
RIG
5
RiverFront Investment Group
Virginia
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$4.35M +$3.04M +60,333 +232%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$4.31M -$605K -12,018 -12%
SIA
103
Strategic Investment Advisors
Michigan
$4.31M +$474K +9,381 +12%
GSC
104
G&S Capital
Colorado
$4.27M +$1.84M +36,494 +76%
SWP
105
Stratos Wealth Partners
Ohio
$4.24M -$115K -2,279 -3%
CAM
106
Concorde Asset Management
Michigan
$4.19M +$883K +17,532 +27%
SPIA
107
Steward Partners Investment Advisory
New York
$4.12M +$951K +18,900 +30%
PA
108
PFG Advisors
Arizona
$4.04M +$271K +5,397 +7%
RCA
109
Rowland Carmichael Advisors
Arizona
$3.99M -$51.7K -1,028 -1%
WWM
110
Windsor Wealth Management
Indiana
$3.91M +$2.48M +49,328 +173%
SCA
111
Snowden Capital Advisors
New York
$3.83M -$62.1K -1,234 -2%
SPC
112
Sigma Planning Corp
Michigan
$3.69M +$108K +2,138 +3%
CG
113
Colony Group
Massachusetts
$3.68M -$1.8M -35,792 -33%
LFG
114
LifePlan Financial Group
Ohio
$3.67M -$337K -6,689 -8%
CCM
115
Covington Capital Management
California
$3.51M +$553K +10,989 +19%
JFM
116
Jackson Financial Management
California
$3.49M -$2M -39,742 -36%
IFS
117
Ifrah Financial Services
Arkansas
$3.38M +$35.4K +703 +1%
KA
118
Kovack Advisors
Florida
$3.35M +$59.3K +1,178 +2%
KFGK
119
Keystone Financial Group (Kentucky)
Kentucky
$3.35M +$90.5K +1,798 +3%
OC
120
Oppenheimer & Co
New York
$3.3M +$53.3K +1,059 +2%
MBT
121
Montecito Bank & Trust
California
$3.28M +$1.06M +20,958 +47%
UWPG
122
Ullmann Wealth Partners Group
Florida
$3.21M +$1.48M +29,434 +86%
DE
123
Day & Ennis
Georgia
$3.17M -$546K -10,847 -15%
BAM
124
Belpointe Asset Management
Nevada
$3.14M +$1.84M +36,586 +142%
IWP
125
Icon Wealth Partners
Texas
$3.13M -$569K -11,310 -15%
3 4
5
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