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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
1
Flow Traders U.S.
New York
$116M
2
DCM
2
Donaldson Capital Management
Indiana
$25.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$119M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.4M
5
CCA
5
Clearwater Capital Advisors
Illinois
$15.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$9.57M
3
CFGS
3
Concourse Financial Group Securities
Alabama
$7.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$797M
5
RIG
5
RiverFront Investment Group
Virginia
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
151
TownSquare Capital
Utah
$2.1M -$245K -4,876 -10%
M&T Bank
152
M&T Bank
New York
$1.96M -$376K -7,474 -16%
BRWA
153
B. Riley Wealth Advisors
Florida
$1.9M +$775K +15,380 +69%
TI
154
Tidal Investments
Wisconsin
$1.85M +$7.75K +154 +0.4%
PWMAG
155
Pinnacle Wealth Management Advisory Group
New Jersey
$1.8M +$1.1M +21,935 +159%
FAM
156
Formidable Asset Management
Ohio
$1.77M -$314K -6,231 -15%
RJT
157
Raymond James Trust
Florida
$1.69M +$414K +8,231 +32%
TF
158
Trek Financial
Arizona
$1.67M +$6.04K +120 +0.4%
MA
159
Mutual Advisors
Nebraska
$1.63M +$325K +6,457 +25%
WCG
160
Weaver Consulting Group
California
$1.62M -$6.59K -131 -0.4%
WCM
161
Windsor Capital Management
Arizona
$1.53M +$43.8K +870 +3%
SIA
162
SeaBridge Investment Advisors
New Jersey
$1.51M -$12.6K -250 -0.8%
LWM
163
Liberty Wealth Management
California
$1.49M +$182K +3,607 +14%
KWM
164
Kingsview Wealth Management
Oregon
$1.47M +$109K +2,167 +8%
First Trust Advisors
165
First Trust Advisors
Illinois
$1.41M +$18K +358 +1%
IWC
166
Integrated Wealth Concepts
Massachusetts
$1.39M -$93.3K -1,854 -6%
GI
167
GS Investments
Minnesota
$1.38M – – –
FA
168
FDx Advisors
Illinois
$1.37M +$42K +835 +3%
JWM
169
Jackson Wealth Management
Florida
$1.35M -$1.69M -33,657 -56%
VWM
170
Venturi Wealth Management
Texas
$1.35M -$254K -5,050 -16%
Goldman Sachs
171
Goldman Sachs
New York
$1.26M – – –
RFC
172
Regions Financial Corp
Alabama
$1.26M – – –
HW
173
Hancock Whitney
Mississippi
$1.22M +$23.2K +461 +2%
WP
174
WealthShield Partners
North Carolina
$1.22M +$304K +6,028 +33%
BAAM
175
Baker Avenue Asset Management
California
$1.16M – – –
5 6
7
8 9