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iShares Short Maturity Bond ETF
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Overview Fund Activity

374 hedge funds and large institutions have $2.61B invested in iShares Short Maturity Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
6.59%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
37
Increased
103
Reduced
175
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLF
Sun Life Financial
Ontario, Canada
$49.9M
2
Bank of America
Bank of America
North Carolina
$234M
3
Morgan Stanley
Morgan Stanley
New York
$228M
4
CCM
Crabel Capital Management
California
$22.5M
5
TFS
TrustCore Financial Services
Tennessee
$25.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$14.3M
2
BlackRock
BlackRock
New York
$265M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.04M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.17M
5
ST
Smithfield Trust
Pennsylvania
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
EP Wealth Advisors
California
$488K +$176K +3,507 +56%
JSL
227
JT Stratford LLC
Georgia
$486K +$486K +9,693 New
FM
228
Foster & Motley
Ohio
$485K -$125K -2,484 -20%
BL
229
Balentine LLC
Georgia
$480K -$60K -1,197 -11%
WA
230
Wealth Alliance
New York
$453K -$13.9K -276 -3%
MWM
231
Midwest Wealth Management
Indiana
$452K – – –
ICM
232
Intrepid Capital Management
Florida
$447K -$1.2M -23,906 -73%
APWA
233
Atlas Private Wealth Advisors
New Jersey
$432K -$1.96K -39 -0.5%
GLA
234
Good Life Advisors
Pennsylvania
$432K +$114K +2,277 +36%
CRWM
235
Castle Rock Wealth Management
California
$431K +$431K +8,581 New
FA
236
Fountainhead AM
New Jersey
$420K -$190K -3,792 -31%
Baird Financial Group
237
Baird Financial Group
Wisconsin
$418K +$91.6K +1,827 +28%
MFP
238
Meridian Financial Partners
Virginia
$410K -$907K -18,078 -69%
MA
239
Mutual Advisors
Nebraska
$407K -$409K -8,166 -50%
KNW
240
Kesler Norman & Wride
Utah
$406K – – –
9WM
241
9258 Wealth Management
Ohio
$404K +$100 +2 +0%
AW
242
ACG Wealth
Georgia
$402K – – –
TI
243
Tidal Investments
Wisconsin
$400K -$213K -4,241 -35%
CIBC World Market
244
CIBC World Market
Ontario, Canada
$392K +$26.5K +527 +7%
NWM
245
Northwest Wealth Management
Iowa
$387K +$35.9K +716 +10%
SW
246
SteelPeak Wealth
California
$384K -$211K -4,203 -35%
SG
247
Somerset Group
Minnesota
$383K – – –
MM
248
Main Management
California
$381K – – –
RWA
249
Ropes Wealth Advisors
Massachusetts
$381K – – –
CAM
250
Concorde Asset Management
Michigan
$379K -$41.9K -773 -10%
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