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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 %
RJT
176
Raymond James Trust
Florida
$1.67M -$18.9K -376 -1%
FA
177
Fortis Advisors
Pennsylvania
$1.66M -$936K -18,620 -36%
MA
178
Mutual Advisors
Nebraska
$1.61M -$16.9K -337 -1%
AWMS
179
Advocacy Wealth Management Services
Georgia
$1.6M +$1.59M +31,605 +10,162%
IWC
180
Integrated Wealth Concepts
Massachusetts
$1.58M +$188K +3,749 +14%
ECA
181
Elevated Capital Advisors
Utah
$1.57M +$1.57M +31,151 New
SIA
182
SeaBridge Investment Advisors
New Jersey
$1.53M +$21.9K +435 +1%
GKWIM
183
Gerber Kawasaki Wealth & Investment Management
California
$1.49M +$422K +8,396 +40%
First Trust Advisors
184
First Trust Advisors
Illinois
$1.47M +$57.4K +1,142 +4%
JWM
185
Jackson Wealth Management
Florida
$1.43M +$80.9K +1,610 +6%
GI
186
GS Investments
Minnesota
$1.42M +$45.2K +900 +3%
VHAM
187
Van Hulzen Asset Management
California
$1.41M +$425K +8,456 +43%
KWM
188
Kingsview Wealth Management
Oregon
$1.39M -$73.8K -1,468 -5%
AA
189
Ancora Advisors
Ohio
$1.36M +$1.36M +27,000 New
PWP
190
Personal Wealth Partners
Minnesota
$1.35M +$791K +15,730 +142%
TF
191
Trek Financial
Arizona
$1.34M -$323K -6,422 -19%
MCM
192
Makena Capital Management
California
$1.32M +$1.32M +26,226 New
BAAM
193
Baker Avenue Asset Management
California
$1.29M +$124K +2,463 +11%
GSC
194
G&S Capital
Colorado
$1.28M -$2.97M -59,149 -70%
Jane Street
195
Jane Street
New York
$1.28M -$1.7M -33,884 -57%
LFPWM
196
Leicht Financial Planning & Wealth Management
New Jersey
$1.28M +$1.28M +25,526 New
WCG
197
Weaver Consulting Group
California
$1.27M -$355K -7,044 -22%
Goldman Sachs
198
Goldman Sachs
New York
$1.26M – – –
LWM
199
Liberty Wealth Management
California
$1.26M -$236K -4,692 -16%
RFC
200
Regions Financial Corp
Alabama
$1.26M – – –
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