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iShares Short Maturity Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$991M +$107M +2,133,277 +12%
Morgan Stanley
2
Morgan Stanley
New York
$368M +$59M +1,175,339 +19%
Bank of America
3
Bank of America
North Carolina
$283M -$231M -4,588,761 -45%
BlackRock
4
BlackRock
New York
$245M +$63.1M +1,255,796 +35%
Wells Fargo
5
Wells Fargo
California
$215M +$46M +916,207 +27%
LPL Financial
6
LPL Financial
California
$205M -$21.2M -421,031 -9%
Betterment LLC
7
Betterment LLC
New York
$174M +$58.8M +1,170,159 +51%
UBS Group
8
UBS Group
Switzerland
$151M -$18.4M -365,845 -11%
DF
9
Donoghue Forlines
Massachusetts
$143M +$86.3M +1,716,892 +153%
TTSTC
10
Texas Treasury Safekeeping Trust Company
Texas
$102M
PAS
11
Park Avenue Securities
New York
$96.9M -$12.7M -253,702 -12%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$94M +$25.1M +499,200 +36%
AG
13
Advisor Group
Arizona
$84.5M -$14.5M -288,258 -15%
MML Investors Services
14
MML Investors Services
Massachusetts
$79.9M +$18.2M +361,982 +29%
CFGS
15
Concourse Financial Group Securities
Alabama
$64.8M +$45.8M +911,970 +242%
RIG
16
RiverFront Investment Group
Virginia
$61.2M +$61.2M +1,218,374 New
VAG
17
VisionPoint Advisory Group
Texas
$57M +$1.83M +36,441 +3%
ST
18
Smithfield Trust
Pennsylvania
$52.9M +$11.8M +235,704 +29%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$51.5M +$11.4M +226,965 +28%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$50.2M +$175K +3,488 +0.4%
UCFA
21
United Capital Financial Advisors
Texas
$48.3M +$8.7M +173,106 +22%
Vanguard Group
22
Vanguard Group
Pennsylvania
$44M
BCM
23
Brookstone Capital Management
Illinois
$41.5M -$5.18M -103,108 -11%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$34.5M -$956K -19,053 -3%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$33.3M +$21.9M +436,103 +193%