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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 %
RCA
126
Rowland Carmichael Advisors
Arizona
$2.38M +$2.38M +47,346 New
SIA
127
Strategic Investment Advisors
Michigan
$2.36M +$1.71M +33,960 +262%
DC
128
Davenport & Co
Virginia
$2.23M +$213K +4,247 +11%
IA
129
IFP Advisors
Florida
$2.18M -$252K -5,017 -10%
CCM
130
Covington Capital Management
California
$2.15M +$100K +2,000 +5%
AFP
131
Ausdal Financial Partners
Iowa
$2.02M +$170K +3,377 +9%
OIA
132
OneDigital Investment Advisors
Kansas
$1.92M -$353K -7,041 -16%
M&T Bank
133
M&T Bank
New York
$1.92M +$1.49M +29,581 +344%
SPIA
134
Steward Partners Investment Advisory
New York
$1.9M +$17.9K +356 +0.9%
First Trust Advisors
135
First Trust Advisors
Illinois
$1.84M +$84.4K +1,680 +5%
VWM
136
Venturi Wealth Management
Texas
$1.84M -$155K -3,101 -8%
KA
137
Kovack Advisors
Florida
$1.78M -$49K -976 -3%
DWM
138
Dakota Wealth Management
Florida
$1.73M +$1.73M +34,396 New
TF
139
Trek Financial
Arizona
$1.72M -$241K -4,799 -12%
WCG
140
Weaver Consulting Group
California
$1.66M +$1.66M +32,977 New
LI
141
LVZ Inc
Michigan
$1.65M +$1.14M +22,784 +228%
Citigroup
142
Citigroup
New York
$1.62M +$1.41M +28,004 +663%
SFS
143
Sowell Financial Services
Arkansas
$1.55M -$26.9K -535 -2%
IWC
144
Integrated Wealth Concepts
Massachusetts
$1.53M -$156K -3,101 -9%
SIA
145
SeaBridge Investment Advisors
New Jersey
$1.49M -$17.1K -340 -1%
LWM
146
Liberty Wealth Management
California
$1.48M +$63.9K +1,272 +5%
HJA
147
Hugh Johnson Advisors
New York
$1.46M -$171K -3,400 -10%
WI
148
Wintrust Investments
Illinois
$1.46M +$60.4K +1,203 +4%
MNG
149
Manning & Napier Group
New York
$1.45M -$2.1M – –
FA
150
FDx Advisors
Illinois
$1.43M +$213K +4,248 +17%
4 5
6
7 8