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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 %
CF
101
CNA Financial
Illinois
$5.03M – – –
GCA
102
Greenwood Capital Associates
South Carolina
$5M +$2.04M +40,570 +69%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$4.94M -$58.5K -1,164 -1%
Prudential Financial
104
Prudential Financial
New Jersey
$4.72M -$1.81M -35,982 -28%
PA
105
PFG Advisors
Arizona
$4.63M +$587K +11,686 +15%
WW
106
Westshore Wealth
California
$4.62M +$4.62M +92,014 New
SIA
107
Strategic Investment Advisors
Michigan
$4.62M +$332K +6,612 +8%
ASN
108
Advisory Services Network
Georgia
$4.38M -$288K -5,738 -6%
SWP
109
Stratos Wealth Partners
Ohio
$4.35M +$121K +2,413 +3%
TWM
110
Trinity Wealth Management
Pennsylvania
$4.32M +$4.32M +86,045 New
PFG
111
PAX Financial Group
Texas
$4.17M +$4.17M +82,859 New
KFGK
112
Keystone Financial Group (Kentucky)
Kentucky
$4.12M +$780K +15,517 +23%
IFG
113
Investors Financial Group
Minnesota
$3.87M +$3.87M +76,979 New
SCA
114
Sage Capital Advisors
South Dakota
$3.74M +$3.74M +74,404 New
TA
115
TCG Advisors
Texas
$3.72M +$652K +12,979 +21%
CG
116
Colony Group
Massachusetts
$3.68M – – –
PAG
117
Private Advisor Group
New Jersey
$3.64M +$554K +11,014 +18%
GLR
118
Great Lakes Retirement
Ohio
$3.56M +$3.56M +70,921 New
SPC
119
Sigma Planning Corp
Michigan
$3.53M -$146K -2,911 -4%
OC
120
Oppenheimer & Co
New York
$3.51M +$218K +4,347 +7%
KA
121
Kovack Advisors
Florida
$3.49M +$142K +2,823 +4%
IFS
122
Ifrah Financial Services
Arkansas
$3.37M -$10.2K -202 -0.3%
HPC
123
Hobart Private Capital
North Carolina
$3.36M -$1.53M -30,416 -31%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$3.31M -$1.07M -21,318 -24%
BRG
125
Bay Rivers Group
Virginia
$3.3M +$3.3M +65,692 New
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5
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