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iShares Short Maturity Bond ETF
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Overview Fund Activity

391 hedge funds and large institutions have $4.42B invested in iShares Short Maturity Bond ETF in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 121 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
7.72%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.99%
New
93
Increased
121
Reduced
138
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$22M
3
CCA
Conservest Capital Advisors
Pennsylvania
+$19.7M
4
Truist Financial
Truist Financial
North Carolina
+$18.9M
5
Wells Fargo
Wells Fargo
California
+$15.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$281M
2
FTUS
Flow Traders U.S.
New York
-$116M
3
Betterment LLC
Betterment LLC
New York
-$84.7M
4
VAG
VisionPoint Advisory Group
Texas
-$42.9M
5
LPL Financial
LPL Financial
California
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFM
151
Jackson Financial Management
California
$2.33M -$1.15M -22,886 -33%
CHJWM
152
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.33M -$197K -3,920 -8%
CRCM
153
Corbett Road Capital Management
Virginia
$2.29M +$2.29M +45,582 New
SCA
154
Snowden Capital Advisors
New York
$2.29M -$1.54M -30,628 -40%
WWM
155
Willingdon Wealth Management
North Carolina
$2.28M +$2.28M +45,457 New
DWM
156
Dakota Wealth Management
Florida
$2.25M +$46.4K +923 +2%
OIA
157
OneDigital Investment Advisors
Kansas
$2.25M -$26.8K -534 -1%
MIM
158
Moseley Investment Management
Florida
$2.21M -$746K -14,845 -25%
DC
159
Davenport & Co
Virginia
$2.21M +$87.6K +1,744 +4%
BHWM
160
Bay Harbor Wealth Management
Maryland
$2.16M -$760K -15,126 -26%
BCI
161
Brinker Capital Investments
Pennsylvania
$2.16M -$111K -2,218 -5%
BRWA
162
B. Riley Wealth Advisors
Florida
$2.15M +$258K +5,124 +14%
APC
163
Aspire Private Capital
North Carolina
$2.13M -$93.3K -1,856 -4%
LFG
164
LifePlan Financial Group
Ohio
$2.12M -$1.55M -30,828 -42%
NFG
165
Next Financial Group
Texas
$2.11M -$8.12M -161,510 -79%
MIAN
166
Mariner Independent Advisor Network
Kansas
$2.01M -$585K -11,652 -23%
PWMAG
167
Pinnacle Wealth Management Advisory Group
New Jersey
$1.98M +$178K +3,545 +10%
FAM
168
Formidable Asset Management
Ohio
$1.97M +$211K +4,205 +12%
CWS
169
Cypress Wealth Services
California
$1.97M +$1.16M +23,086 +143%
TC
170
TownSquare Capital
Utah
$1.96M -$141K -2,798 -7%
DE
171
Day & Ennis
Georgia
$1.94M -$1.22M -24,308 -39%
TI
172
Tidal Investments
Wisconsin
$1.91M +$59.8K +1,191 +3%
SHJ
173
Sharkey, Howes & Javer
Colorado
$1.87M -$2.65M -52,656 -59%
WCM
174
Windsor Capital Management
Arizona
$1.79M +$266K +5,286 +17%
BWP
175
Bernardo Wealth Planning
Pennsylvania
$1.69M -$4.16M -82,838 -71%
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