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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$514M -$281M -5,600,462 -35%
Bank of America
2
Bank of America
North Carolina
$426M -$1.58M -31,444 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$356M +$6.03M +119,978 +2%
Wells Fargo
4
Wells Fargo
California
$261M +$15.4M +307,178 +6%
BlackRock
5
BlackRock
New York
$206M -$33.3M -663,411 -14%
LPL Financial
6
LPL Financial
California
$172M -$34.3M -682,069 -17%
UBS Group
7
UBS Group
Switzerland
$152M -$5.1M -101,561 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$144M +$25M +497,528 +21%
Betterment LLC
9
Betterment LLC
New York
$114M -$84.7M -1,685,519 -43%
TTSTC
10
Texas Treasury Safekeeping Trust Company
Texas
$102M – – –
ST
11
Smithfield Trust
Pennsylvania
$73.5M +$1.07M +21,369 +1%
DF
12
Donoghue Forlines
Massachusetts
$73.1M -$32.5M -646,435 -31%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$65.4M +$2.38M +47,324 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$54.3M +$22M +438,304 +68%
AIM
15
Astor Investment Management
Illinois
$52.8M -$6.2M -123,289 -10%
MML Investors Services
16
MML Investors Services
Massachusetts
$52.4M -$15.2M -303,008 -23%
AG
17
Advisor Group
Arizona
$49.1M -$22.8M -454,030 -32%
CCA
18
Conservest Capital Advisors
Pennsylvania
$48.9M +$19.7M +392,673 +68%
PAS
19
Park Avenue Securities
New York
$42.5M -$27.6M -548,934 -39%
GFPC
20
Global Financial Private Capital
Florida
$39.4M -$2.09M -41,495 -5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$37.9M -$10.4M -206,733 -21%
RIG
22
RiverFront Investment Group
Virginia
$36.9M -$267K -5,309 -0.7%
DCM
23
Donaldson Capital Management
Indiana
$36.5M +$10.7M +212,021 +41%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$36.3M +$1.97M +39,815 +6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$32.5M +$13.4M +266,636 +70%
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