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iShares Short Maturity Bond ETF
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Overview Fund Activity

309 hedge funds and large institutions have $4.82B invested in iShares Short Maturity Bond ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+25
Holders Change %
+8.8%
% of All Funds
6.7%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
0.87%
New
58
Increased
117
Reduced
104
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$107M
2
DF
Donoghue Forlines
Massachusetts
+$86.3M
3
BlackRock
BlackRock
New York
+$63.1M
4
RIG
RiverFront Investment Group
Virginia
+$61.2M
5
Morgan Stanley
Morgan Stanley
New York
+$59M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$231M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$153M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$47.2M
4
AssetMark Inc
AssetMark Inc
California
-$39.6M
5
LPL Financial
LPL Financial
California
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
201
IPG Investment Advisors
California
$584K – – –
SIAS
202
Shine Investment Advisory Services
Colorado
$583K -$2.62M -52,198 -82%
PAM
203
Peak Asset Management
Colorado
$578K +$195K +3,877 +51%
NEIRG
204
New England Investment & Retirement Group
Massachusetts
$572K +$572K +11,376 New
WF
205
WealthTrust Fairport
Ohio
$560K -$89.9K -1,790 -14%
NF
206
Nikulski Financial
Iowa
$557K -$345K -6,869 -38%
Deutsche Bank
207
Deutsche Bank
Germany
$518K -$1.77M -35,185 -77%
IFWM
208
Institute for Wealth Management
Colorado
$503K +$503K +10,006 New
APA
209
American Portfolios Advisors
New York
$486K +$43.8K +872 +10%
IWM
210
IHT Wealth Management
Illinois
$485K -$50.6K -1,007 -9%
VC
211
Vicus Capital
Pennsylvania
$485K -$8.88K -177 -2%
OFG
212
OmniStar Financial Group
North Carolina
$477K -$99.9K -1,990 -17%
FHA
213
Flagship Harbor Advisors
Massachusetts
$476K +$179K +3,557 +60%
AWM
214
Altium Wealth Management
New York
$459K +$459K +9,137 New
GBBWRPM
215
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$435K -$131K -2,605 -23%
PWMAG
216
Pinnacle Wealth Management Advisory Group
New Jersey
$434K +$434K +8,634 New
MSAM
217
Moloney Securities Asset Management
Missouri
$433K -$10.7K -213 -2%
MFG
218
Magnus Financial Group
New York
$409K -$10.1K -200 -2%
AW
219
ACG Wealth
Georgia
$405K – – –
UAS
220
United Asset Strategies
New York
$400K – – –
HIM
221
Hanlon Investment Management
New Jersey
$397K +$397K +7,900 New
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$386K -$3.15M -62,218 -89%
GIA
223
Gladstone Institutional Advisory
Florida
$384K +$114K +2,275 +42%
FF
224
Friedenthal Financial
New Jersey
$379K -$5.9M -117,447 -94%
PA
225
Parallel Advisors
California
$377K -$306K -6,094 -45%
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