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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$877M +$293M +5,879,575 +50%
Bank of America
2
Bank of America
North Carolina
$509M +$195M +3,915,546 +62%
Morgan Stanley
3
Morgan Stanley
New York
$306M -$14.1M -282,546 -4%
LPL Financial
4
LPL Financial
California
$224M +$42.3M +848,321 +23%
BlackRock
5
BlackRock
New York
$181M +$25.6M +512,820 +16%
UBS Group
6
UBS Group
Switzerland
$168M +$34.8M +698,475 +26%
Wells Fargo
7
Wells Fargo
California
$168M +$45.8M +919,105 +37%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$152M +$43.3M +869,237 +40%
Betterment LLC
9
Betterment LLC
New York
$115M +$73.4M +1,471,490 +177%
PAS
10
Park Avenue Securities
New York
$109M +$23.9M +478,839 +28%
TTSTC
11
Texas Treasury Safekeeping Trust Company
Texas
$101M -$29.9M -600,033 -23%
AG
12
Advisor Group
Arizona
$98.2M +$25.5M +511,115 +35%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$68.4M +$43.5M +872,663 +175%
MML Investors Services
14
MML Investors Services
Massachusetts
$61.2M +$18.7M +374,394 +44%
DF
15
Donoghue Forlines
Massachusetts
$55.8M +$25.2M +505,282 +82%
AssetMark Inc
16
AssetMark Inc
California
$55.3M +$55.3M +1,110,209 New
VAG
17
VisionPoint Advisory Group
Texas
$54.8M +$54.8M +1,099,057 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$49.6M +$5.45M +109,350 +12%
CCMG
19
Clark Capital Management Group
Pennsylvania
$47.2M +$47.2M +947,494 New
BCM
20
Brookstone Capital Management
Illinois
$46.3M -$13.2M -265,477 -22%
Vanguard Group
21
Vanguard Group
Pennsylvania
$43.6M – – –
ST
22
Smithfield Trust
Pennsylvania
$40.8M +$29.2M +585,432 +252%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$39.8M +$5.99M +120,205 +18%
UCFA
24
United Capital Financial Advisors
Texas
$39.3M -$6.68M -133,944 -15%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$35.2M +$20.5M +410,895 +139%
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