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iShares Short Maturity Bond ETF
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Overview Fund Activity

360 hedge funds and large institutions have $3.33B invested in iShares Short Maturity Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 152 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-10
Holders Change %
-2.7%
% of All Funds
7.28%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.42%
New
29
Increased
152
Reduced
133
Closed
34
Calls
–
Puts
$2.63M
Net Calls
-$2.63M
Net Calls Change
-$2.63M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.8M
3
BFG
Beacon Financial Group
Texas
+$8.58M
4
SHGA
Sand Hill Global Advisors
California
+$7.29M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.08M

Top Sellers

1
Jane Street
Jane Street
New York
-$201M
2
Citadel Advisors
Citadel Advisors
Florida
-$42M
3
Morgan Stanley
Morgan Stanley
New York
-$39.6M
4
Bank of America
Bank of America
North Carolina
-$29.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
251
Western Wealth Management
Colorado
$427K +$70.3K +1,403 +20%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$404K -$3.61M -72,047 -90%
AW
253
ACG Wealth
Georgia
$404K – – –
JWCA
254
J.W. Cole Advisors
Florida
$403K -$390K -7,792 -49%
WA
255
Wealth Alliance
New York
$398K +$42.3K +845 +12%
FAM
256
Flaharty Asset Management
Florida
$390K – – –
NF
257
Nikulski Financial
Iowa
$390K +$35.7K +712 +10%
SG
258
Somerset Group
Minnesota
$383K -$42.1K -840 -10%
WCG
259
Weaver Consulting Group
California
$381K -$712K -14,190 -65%
MM
260
Main Management
California
$381K – – –
RWA
261
Ropes Wealth Advisors
Massachusetts
$381K – – –
GLA
262
Good Life Advisors
Pennsylvania
$371K +$42.7K +850 +13%
CAN
263
Claraphi Advisory Network
United States
$370K +$370K +7,377 New
MYIA
264
Mount Yale Investment Advisors
Colorado
$362K +$362K +7,215 New
MFS
265
Madrona Financial Services
Washington
$358K – – –
MFG
266
Magnus Financial Group
New York
$356K -$50.1K -1,000 -12%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$353K – – –
NWM
268
Northwest Wealth Management
Iowa
$351K +$351K +7,000 New
APWA
269
Atlas Private Wealth Advisors
New Jersey
$350K -$7.03K -140 -2%
UR
270
USCA RIA
Texas
$346K – – –
TSS
271
Two Sigma Securities
New York
$338K -$34.1K -680 -9%
HCM
272
Howard Capital Management
Georgia
$336K +$111K +2,225 +50%
FHA
273
Flagship Harbor Advisors
Massachusetts
$334K -$62.2K -1,244 -16%
HGWM
274
Horst & Graben Wealth Management
Oregon
$333K +$27.5K +549 +9%
RJT
275
Raymond James Trust
Florida
$333K +$47.3K +946 +17%
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