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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 %
PA
151
Pinnacle Associates
New York
$1.41M +$1.41M +28,154 New
GI
152
GS Investments
Minnesota
$1.38M +$151K +3,000 +12%
RFC
153
Regions Financial Corp
Alabama
$1.38M +$11.5K +229 +0.8%
SHIM
154
Stone House Investment Management
Pennsylvania
$1.34M -$16.6K -330 -1%
UWPG
155
Ullmann Wealth Partners Group
Florida
$1.33M -$340K -6,763 -20%
KWM
156
Kingsview Wealth Management
Oregon
$1.32M +$42.8K +852 +3%
RCG
157
Ruggie Capital Group
Florida
$1.3M -$4.46M -88,701 -77%
BRWA
158
B. Riley Wealth Advisors
Florida
$1.28M +$81.6K +1,624 +7%
Goldman Sachs
159
Goldman Sachs
New York
$1.26M -$281K -5,600 -18%
BAM
160
Belpointe Asset Management
Nevada
$1.25M +$264K +5,257 +27%
WCM
161
Windsor Capital Management
Arizona
$1.24M +$119K +2,370 +11%
TI
162
Tidal Investments
Wisconsin
$1.24M +$1.24M +24,636 New
RJT
163
Raymond James Trust
Florida
$1.22M -$612K -12,175 -33%
APC
164
Aspire Private Capital
North Carolina
$1.21M +$520K +10,348 +75%
JIP
165
Jaffetilchin Investment Partners
Florida
$1.2M -$284K -5,657 -19%
WP
166
WealthShield Partners
North Carolina
$1.19M +$796K +15,842 +200%
BAAM
167
Baker Avenue Asset Management
California
$1.19M +$72.1K +1,435 +6%
MA
168
Mutual Advisors
Nebraska
$1.17M +$1.17M +23,330 New
FWSM
169
First Wilshire Securities Management
California
$1.15M -$1.81K -36 -0.2%
PCG
170
Private Capital Group
Connecticut
$1.13M -$7.59K -151 -0.7%
WWM
171
Windsor Wealth Management
Indiana
$1.09M -$224K -4,452 -17%
ECA
172
Elevated Capital Advisors
Utah
$1.07M +$1.07M +21,748 New
SC
173
Stratford Consulting
Texas
$1.04M +$541K +10,757 +108%
AF
174
Affiance Financial
Minnesota
$925K -$202K -4,016 -18%
CAL
175
Capital Advisors Ltd
Ohio
$885K +$167K +3,322 +23%
5 6
7
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