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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 %
AW
251
ACG Wealth
Georgia
$401K -$3.16K -63 -0.8%
MFS
252
Madrona Financial Services
Washington
$399K +$39.9K +794 +11%
HW
253
Hancock Whitney
Mississippi
$395K +$395K +7,871 New
SG
254
Somerset Group
Minnesota
$383K – – –
MM
255
Main Management
California
$381K – – –
RWA
256
Ropes Wealth Advisors
Massachusetts
$381K – – –
HB
257
Homrich & Berg
Georgia
$381K +$179K +3,570 +89%
IWAG
258
Integer Wealth Advisors Group
Georgia
$378K +$126K +2,500 +50%
RSWM
259
Robertson Stephens Wealth Management
California
$377K -$293K -5,844 -44%
CIBC World Market
260
CIBC World Market
Ontario, Canada
$365K +$134K +2,670 +58%
MFG
261
Magnus Financial Group
New York
$356K – – –
VBFG
262
Vishria Bird Financial Group
Tennessee
$354K -$237K -4,730 -40%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$353K – – –
FPGK
264
Financial Partners Group (Kansas)
Kansas
$352K +$122K +2,434 +53%
NWM
265
Northwest Wealth Management
Iowa
$351K – – –
UR
266
USCA RIA
Texas
$347K – – –
CAL
267
Capital Advisors Ltd
Ohio
$346K -$256K -5,090 -42%
HCM
268
Howard Capital Management
Georgia
$339K +$2.51K +50 +0.7%
AFS
269
Access Financial Services
Minnesota
$339K +$339K +6,760 New
BA
270
Bellwether Advisors
Nebraska
$334K +$334K +6,664 New
VWA
271
V Wealth Advisors
Kansas
$330K +$330K +6,581 New
PK
272
Pflug Koory
Nebraska
$328K – – –
Baird Financial Group
273
Baird Financial Group
Wisconsin
$327K -$719K -14,322 -69%
CFG
274
Cooper Financial Group
California
$327K -$393K -7,815 -55%
WS
275
Wedbush Securities
California
$326K +$150 +3 +0%
9 10
11
12 13