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iShares Short Maturity Bond ETF
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Overview Fund Activity

381 hedge funds and large institutions have $2.54B invested in iShares Short Maturity Bond ETF in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+21
Holders Change %
+5.83%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.41%
New
68
Increased
106
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EG
Enstar Group
Bermuda
+$78M
2
RJA
Raymond James & Associates
Florida
+$13.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.31M
4
CCM
Crabel Capital Management
California
+$8.22M
5
First Trust Advisors
First Trust Advisors
Illinois
+$7.73M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$354M
2
Bank of America
Bank of America
North Carolina
-$123M
3
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$96.1M
4
LPL Financial
LPL Financial
California
-$61M
5
Osaic Holdings
Osaic Holdings
Arizona
-$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
C1AG
226
Client 1st Advisory Group
Florida
$557K -$687K -13,685 -55%
PFT
227
Providence First Trust
Arizona
$557K -$73.5K -1,465 -12%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$544K +$214K +4,261 +65%
PLFAM
229
Pineno Levin & Ford Asset Management
Virginia
$540K +$55.2K +1,100 +11%
BL
230
Balentine LLC
Georgia
$540K +$540K +10,766 New
IWS
231
Insight Wealth Strategies
California
$526K -$59.7K -1,191 -10%
KeyBank National Association
232
KeyBank National Association
Ohio
$519K -$10K -200 -2%
LGA
233
Lebenthal Global Advisors
New York
$506K +$506K +10,100 New
CAM
234
Cidel Asset Management
Ontario, Canada
$502K – – –
TC
235
TownSquare Capital
Utah
$498K -$5.92K -118 -1%
WA
236
Wealth Alliance
New York
$467K +$67.7K +1,348 +17%
NF
237
Nikulski Financial
Iowa
$456K +$65.6K +1,307 +17%
AWE
238
Avidian Wealth Enterprises
Texas
$452K -$173K -3,448 -28%
MWM
239
Midwest Wealth Management
Indiana
$452K +$452K +9,000 New
APWA
240
Atlas Private Wealth Advisors
New Jersey
$434K +$83.8K +1,670 +24%
GWAM
241
Guardian Wealth Advisors (Minnesota)
Minnesota
$434K +$434K +8,660 New
HPC
242
Hobart Private Capital
North Carolina
$433K -$2.98M -59,443 -87%
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$433K -$56.8K -1,132 -12%
Creative Planning
244
Creative Planning
Kansas
$433K +$115K +2,288 +36%
TFA
245
Teamwork Financial Advisors
Texas
$431K -$183K -3,651 -30%
CAM
246
Concorde Asset Management
Michigan
$425K -$1.5M -27,487 -78%
DC
247
Davenport & Co
Virginia
$423K -$40.8K -813 -9%
FTUS
248
Flow Traders U.S.
New York
$412K -$582K -11,595 -59%
KNW
249
Kesler Norman & Wride
Utah
$406K +$406K +8,098 New
9WM
250
9258 Wealth Management
Ohio
$403K -$199K -3,973 -33%
8 9
10
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