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iShares Short Maturity Bond ETF
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Overview Fund Activity

284 hedge funds and large institutions have $4.58B invested in iShares Short Maturity Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+63
Holders Change %
+28.51%
% of All Funds
6.34%
Holding in Top 10
48
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+92%
% of All Funds
1.07%
New
81
Increased
124
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$293M
2
Bank of America
Bank of America
North Carolina
+$195M
3
Betterment LLC
Betterment LLC
New York
+$73.4M
4
AssetMark Inc
AssetMark Inc
California
+$55.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.2M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$39.1M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$29.9M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
BCM
Brookstone Capital Management
Illinois
-$13.2M
5
CG
CFO4Life Group
Texas
-$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
126
OneDigital Investment Advisors
Kansas
$2.26M +$449K +9,003 +25%
PAG
127
Private Advisor Group
New Jersey
$2.19M -$1.58M -31,675 -42%
MNG
128
Manning & Napier Group
New York
$2.1M -$2.02M – –
GKWIM
129
Gerber Kawasaki Wealth & Investment Management
California
$2.09M +$1.67M +33,502 +397%
CCM
130
Covington Capital Management
California
$2.03M +$1.06M +21,200 +109%
DC
131
Davenport & Co
Virginia
$2M -$34.1K -685 -2%
VWM
132
Venturi Wealth Management
Texas
$1.98M -$1.58M -31,606 -44%
PSG
133
Planning Solutions Group
Maryland
$1.95M +$1.95M +39,044 New
TF
134
Trek Financial
Arizona
$1.95M +$1.95M +39,019 New
SPIA
135
Steward Partners Investment Advisory
New York
$1.87M +$405K +8,120 +28%
AFP
136
Ausdal Financial Partners
Iowa
$1.84M +$123K +2,474 +7%
RJT
137
Raymond James Trust
Florida
$1.81M +$364K +7,306 +25%
KA
138
Kovack Advisors
Florida
$1.81M -$124K -2,481 -6%
First Trust Advisors
139
First Trust Advisors
Illinois
$1.75M +$69.6K +1,395 +4%
IWC
140
Integrated Wealth Concepts
Massachusetts
$1.67M +$2.29K +46 +0.1%
UWPG
141
Ullmann Wealth Partners Group
Florida
$1.65M +$735K +14,745 +80%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$1.62M -$544K -10,942 -25%
HJA
143
Hugh Johnson Advisors
New York
$1.62M -$162K -3,246 -9%
SFS
144
Sowell Financial Services
Arkansas
$1.57M -$177K -3,545 -10%
WLIM
145
White Lighthouse Investment Management
Massachusetts
$1.54M -$1.64M -32,880 -52%
Goldman Sachs
146
Goldman Sachs
New York
$1.53M +$219K +4,400 +17%
SIA
147
SeaBridge Investment Advisors
New Jersey
$1.5M -$15K -300 -1%
JIP
148
Jaffetilchin Investment Partners
Florida
$1.47M +$1.47M +29,463 New
CWM
149
Cornerstone Wealth Management
Missouri
$1.46M -$39.1M -782,617 -96%
CAM
150
Cidel Asset Management
Ontario, Canada
$1.41M -$1.38M -23,200 Closed
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