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

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$0
2
UCFA
United Capital Financial Advisors
Texas
$9.57M
3
CFGS
Concourse Financial Group Securities
Alabama
$7.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$797M
5
RIG
RiverFront Investment Group
Virginia
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFG
126
Vishria Bird Financial Group
Tennessee
$3.1M +$434K +8,626 +16%
WP
127
WealthPLAN Partners
Nebraska
$3.1M -$14K -278 -0.4%
PAG
128
Private Advisor Group
New Jersey
$3.09M +$661K +13,135 +27%
TA
129
TCG Advisors
Texas
$3.07M +$92.9K +1,846 +3%
VF
130
Virtu Financial
New York
$3.07M +$3.07M +60,936 New
WIC
131
Woodmont Investment Counsel
Tennessee
$3.06M -$2.56M -50,842 -46%
Jane Street
132
Jane Street
New York
$2.99M +$2.99M +59,436 New
GCA
133
Greenwood Capital Associates
South Carolina
$2.97M +$10.6K +210 +0.4%
MIM
134
Moseley Investment Management
Florida
$2.96M -$778K -15,466 -21%
SCP
135
Stamos Capital Partners
California
$2.95M -$716K -14,224 -20%
BHWM
136
Bay Harbor Wealth Management
Maryland
$2.92M -$50.7K -1,008 -2%
RA
137
RFG Advisory
Alabama
$2.89M -$687K -13,641 -19%
CA
138
Cetera Advisors
Colorado
$2.78M -$342K -6,804 -11%
FWSM
139
First Wilshire Securities Management
California
$2.71M +$1.56M +30,950 +136%
FA
140
Fortis Advisors
Pennsylvania
$2.6M +$16.6K +329 +0.6%
MIAN
141
Mariner Independent Advisor Network
Kansas
$2.6M -$443K -8,805 -15%
FGAM
142
Financial Gravity Asset Management
Texas
$2.58M +$1.92M +38,196 +292%
CHJWM
143
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.52M -$85.5K -1,700 -3%
FAIM
144
Financial Advocates Investment Management
Washington
$2.49M -$767K -15,234 -24%
PWA
145
Physician Wealth Advisors
Utah
$2.3M +$2.3M +45,696 New
OIA
146
OneDigital Investment Advisors
Kansas
$2.28M +$2.28M +45,243 New
BCI
147
Brinker Capital Investments
Pennsylvania
$2.27M -$7.23M -143,689 -76%
APC
148
Aspire Private Capital
North Carolina
$2.23M +$39.3K +780 +2%
DWM
149
Dakota Wealth Management
Florida
$2.21M -$41.3K -821 -2%
DC
150
Davenport & Co
Virginia
$2.12M -$15.1K -300 -0.7%
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