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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 %
EP
201
Eudaimonia Partners
Tennessee
$1.23M +$1.23M +24,455 New
GIA
202
Gladstone Institutional Advisory
Florida
$1.15M +$379K +7,540 +49%
DAS
203
Dynamic Advisor Solutions
Arizona
$1.13M +$434K +8,647 +62%
IWP
204
Icon Wealth Partners
Texas
$1.11M -$2.02M -40,159 -65%
HT
205
HighTower Trust
Texas
$1.06M +$6.43K +128 +0.6%
Lido Advisors
206
Lido Advisors
California
$1.06M +$1.06M +21,002 New
JWBC
207
John W. Brooker & Co
California
$1.03M +$1.03M +20,586 New
JIP
208
Jaffetilchin Investment Partners
Florida
$1.03M -$86.1K -1,714 -8%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$1.03M +$1.03M +20,403 New
PAM
210
Peak Asset Management
Colorado
$1.01M +$568K +11,309 +130%
RWRC
211
R.W. Roge & Company
New York
$983K +$983K +19,551 New
VAG
212
VisionPoint Advisory Group
Texas
$963K -$42.9M -852,963 -98%
MFG
213
Menard Financial Group
Texas
$937K +$937K +18,643 New
IWM
214
IHT Wealth Management
Illinois
$911K -$34.8K -692 -4%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$910K -$65.6K -1,298 -7%
SIM
216
Stratos Investment Management
Ohio
$902K -$35.7K -711 -4%
FM
217
Foster & Motley
Ohio
$898K -$9.95K -198 -1%
IWS
218
Insight Wealth Strategies
California
$897K +$9.4K +187 +1%
WP
219
WealthShield Partners
North Carolina
$880K -$335K -6,661 -28%
IA
220
IFP Advisors
Florida
$875K -$44.9K -893 -5%
5L
221
55I LLC
Massachusetts
$873K -$90.7K -1,805 -9%
KeyBank National Association
222
KeyBank National Association
Ohio
$847K +$102K +2,035 +14%
GRP
223
Global Retirement Partners
California
$828K -$196K -3,901 -19%
MWM
224
MorganRosel Wealth Management
Colorado
$825K +$132K +2,625 +19%
VC
225
Vicus Capital
Pennsylvania
$797K -$45.3K -902 -5%
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