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iShares Short Maturity Bond ETF
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Overview Fund Activity

284 hedge funds and large institutions have $4.58B invested in iShares Short Maturity Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+63
Holders Change %
+28.51%
% of All Funds
6.34%
Holding in Top 10
48
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+92%
% of All Funds
1.07%
New
81
Increased
124
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$293M
2
Bank of America
Bank of America
North Carolina
+$195M
3
Betterment LLC
Betterment LLC
New York
+$73.4M
4
AssetMark Inc
AssetMark Inc
California
+$55.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.2M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$39.1M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$29.9M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
BCM
Brookstone Capital Management
Illinois
-$13.2M
5
CG
CFO4Life Group
Texas
-$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
201
TownSquare Capital
Utah
$493K +$493K +9,849 New
VC
202
Vicus Capital
Pennsylvania
$491K -$110K -2,211 -18%
BFG
203
Barber Financial Group
Kansas
$489K +$489K +9,818 New
WWM
204
Western Wealth Management
Colorado
$446K +$446K +8,998 New
MSAM
205
Moloney Securities Asset Management
Missouri
$440K -$22.8K -458 -5%
APA
206
American Portfolios Advisors
New York
$439K +$245K +4,906 +126%
M&T Bank
207
M&T Bank
New York
$429K +$429K +8,600 New
William Blair & Company
208
William Blair & Company
Illinois
$422K +$422K +8,423 New
MFG
209
Magnus Financial Group
New York
$416K +$416K +8,337 New
Franklin Resources
210
Franklin Resources
California
$415K +$415K +8,320 New
SC
211
Scotia Capital
Ontario, Canada
$410K -$499K -10,000 -55%
AW
212
ACG Wealth
Georgia
$402K +$402K +8,063 New
UAS
213
United Asset Strategies
New York
$397K – – –
WP
214
WealthShield Partners
North Carolina
$394K +$394K +7,905 New
PAM
215
Peak Asset Management
Colorado
$380K +$42.4K +850 +13%
AIC
216
Ameritas Investment Company
Nebraska
$372K +$372K +7,458 New
US Bancorp
217
US Bancorp
Minnesota
$356K +$153K +3,084 +76%
FM
218
Family Management
New York
$355K +$355K +7,119 New
UR
219
USCA RIA
Texas
$345K – – –
AWA
220
Acorn Wealth Advisors
Michigan
$336K +$2.04K +41 +0.6%
AP
221
Advisors Preferred
Maryland
$334K -$45.4K -910 -12%
PTC
222
Private Trust Company
Ohio
$327K +$327K +6,572 New
OCM
223
One Capital Management
California
$326K +$102K +2,035 +45%
S
224
SignatureFD
Georgia
$324K +$74.1K +1,488 +30%
SXL
225
Summit X LLC
Missouri
$320K +$33.4K +668 +12%
7 8
9
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