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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 %
AP
176
Advisors Preferred
Maryland
$948K -$103K -2,060 -10%
SC
177
Stratford Consulting
Texas
$919K -$126K -2,498 -12%
WP
178
WealthShield Partners
North Carolina
$913K -$282K -5,606 -24%
FM
179
Foster & Motley
Ohio
$910K +$43.7K +868 +5%
AF
180
Affiance Financial
Minnesota
$908K -$18.4K -366 -2%
SIM
181
Stratos Investment Management
Ohio
$907K +$45.4K +902 +5%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$899K +$127K +2,509 +16%
WI
183
Wintrust Investments
Illinois
$840K -$619K -12,307 -42%
VC
184
Vicus Capital
Pennsylvania
$835K +$348K +6,920 +72%
SW
185
SlateStone Wealth
Florida
$800K +$800K +15,905 New
CAL
186
Capital Advisors Ltd
Ohio
$756K -$131K -2,600 -15%
IFWM
187
Institute for Wealth Management
Colorado
$754K +$250K +4,973 +50%
KeyBank National Association
188
KeyBank National Association
Ohio
$751K +$48.7K +968 +7%
SHIM
189
Stone House Investment Management
Pennsylvania
$744K -$595K -11,823 -44%
CCM
190
Canal Capital Management
Virginia
$731K +$370K +7,346 +102%
CIBC World Market
191
CIBC World Market
Ontario, Canada
$728K +$11.6K +230 +2%
PWMAG
192
Pinnacle Wealth Management Advisory Group
New Jersey
$696K +$261K +5,190 +60%
CWM
193
Cornerstone Wealth Management
Missouri
$685K -$255K -5,066 -27%
5L
194
55I LLC
Massachusetts
$685K +$474K +9,422 +225%
CF
195
Centaurus Financial
California
$685K +$657K +13,040 +2,312%
AWM
196
Altium Wealth Management
New York
$682K +$222K +4,417 +48%
FPFS
197
First Personal Financial Services
North Carolina
$667K – – –
FGAM
198
Financial Gravity Asset Management
Texas
$657K +$657K +13,060 New
FNT
199
First National Trust
Pennsylvania
$640K – – –
NF
200
Nikulski Financial
Iowa
$638K +$79.7K +1,584 +14%
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