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iShares Short Maturity Bond ETF
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Overview Fund Activity

315 hedge funds and large institutions have $5.74B invested in iShares Short Maturity Bond ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
6.85%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.89%
New
43
Increased
117
Reduced
122
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$140M
2
GC
Guggenheim Capital
Illinois
+$27.1M
3
AIM
Astor Investment Management
Illinois
+$26.8M
4
Betterment LLC
Betterment LLC
New York
+$24.3M
5
Wells Fargo
Wells Fargo
California
+$17.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$170M
2
DF
Donoghue Forlines
Massachusetts
-$37.6M
3
SAS
Sage Advisory Services
Texas
-$28.8M
4
CFGS
Concourse Financial Group Securities
Alabama
-$23M
5
Morgan Stanley
Morgan Stanley
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Covington Capital Management
California
$2.95M +$805K +16,000 +37%
CIR
127
Clear Investment Research
Georgia
$2.93M -$82.4K -1,638 -3%
AFP
128
Ausdal Financial Partners
Iowa
$2.92M +$891K +17,711 +44%
VBFG
129
Vishria Bird Financial Group
Tennessee
$2.67M -$394K -7,823 -13%
CHJWM
130
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.61M -$270K -5,365 -9%
FA
131
Fortis Advisors
Pennsylvania
$2.59M +$176K +3,488 +7%
PAG
132
Private Advisor Group
New Jersey
$2.43M -$2.08M -41,268 -46%
GSC
133
G&S Capital
Colorado
$2.43M -$961K -19,091 -28%
TC
134
TownSquare Capital
Utah
$2.34M -$283K -5,633 -11%
M&T Bank
135
M&T Bank
New York
$2.34M +$415K +8,245 +22%
GKWIM
136
Gerber Kawasaki Wealth & Investment Management
California
$2.26M -$146K -2,905 -6%
DWM
137
Dakota Wealth Management
Florida
$2.25M +$517K +10,275 +30%
MBT
138
Montecito Bank & Trust
California
$2.23M -$317K -6,302 -12%
APC
139
Aspire Private Capital
North Carolina
$2.19M +$970K +19,282 +80%
DC
140
Davenport & Co
Virginia
$2.14M -$96.9K -1,925 -4%
FAM
141
Formidable Asset Management
Ohio
$2.08M -$7.76M -154,231 -79%
TI
142
Tidal Investments
Wisconsin
$1.84M +$603K +11,988 +49%
LI
143
LVZ Inc
Michigan
$1.83M +$178K +3,528 +11%
ECM
144
ETrade Capital Management
Virginia
$1.81M +$1.81M +36,044 New
PA
145
Pinnacle Associates
New York
$1.8M +$387K +7,690 +27%
UWPG
146
Ullmann Wealth Partners Group
Florida
$1.73M +$404K +8,020 +30%
TF
147
Trek Financial
Arizona
$1.66M -$63K -1,251 -4%
WCG
148
Weaver Consulting Group
California
$1.63M -$30.1K -598 -2%
VWM
149
Venturi Wealth Management
Texas
$1.6M -$245K -4,863 -13%
SIA
150
SeaBridge Investment Advisors
New Jersey
$1.52M +$21.6K +430 +1%
4 5
6
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