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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 %
WCM
151
Windsor Capital Management
Arizona
$1.48M +$238K +4,723 +19%
3C
152
361 Capital
Colorado
$1.48M +$874K +17,364 +144%
WWM
153
Windsor Wealth Management
Indiana
$1.43M +$348K +6,937 +32%
HJA
154
Hugh Johnson Advisors
New York
$1.43M -$38.8K -770 -3%
First Trust Advisors
155
First Trust Advisors
Illinois
$1.39M -$455K -9,033 -25%
GI
156
GS Investments
Minnesota
$1.38M – – –
KWM
157
Kingsview Wealth Management
Oregon
$1.36M +$32.1K +638 +2%
FA
158
FDx Advisors
Illinois
$1.33M -$110K -2,178 -8%
LWM
159
Liberty Wealth Management
California
$1.31M -$172K -3,410 -12%
Citadel Advisors
160
Citadel Advisors
Florida
$1.31M +$1.31M +26,023 New
IWC
161
Integrated Wealth Concepts
Massachusetts
$1.3M -$44.6K -1,007 -3%
BAM
162
Belpointe Asset Management
Nevada
$1.3M +$53.9K +1,071 +4%
MA
163
Mutual Advisors
Nebraska
$1.3M +$127K +2,528 +11%
RJT
164
Raymond James Trust
Florida
$1.28M +$61.1K +1,213 +5%
Goldman Sachs
165
Goldman Sachs
New York
$1.26M – – –
RFC
166
Regions Financial Corp
Alabama
$1.26M -$120K -2,379 -9%
HW
167
Hancock Whitney
Mississippi
$1.2M +$1.2M +23,801 New
BAAM
168
Baker Avenue Asset Management
California
$1.16M -$27.9K -555 -2%
MNG
169
Manning & Napier Group
New York
$1.15M -$1.45M – –
JIP
170
Jaffetilchin Investment Partners
Florida
$1.15M -$49K -973 -4%
FWSM
171
First Wilshire Securities Management
California
$1.15M – – –
BRWA
172
B. Riley Wealth Advisors
Florida
$1.12M -$159K -3,166 -12%
AWM
173
Alterna Wealth Management
Texas
$1.07M +$242K +4,802 +29%
HT
174
HighTower Trust
Texas
$1M +$1M +19,950 New
GRP
175
Global Retirement Partners
California
$966K +$362K +7,183 +60%
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