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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
$377M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$52.6M
3
BFG
Beacon Financial Group
Texas
$13.5M
4
SHGA
Sand Hill Global Advisors
California
$19.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$10.5M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$39.5M
3
Morgan Stanley
Morgan Stanley
New York
$224M
4
Bank of America
Bank of America
North Carolina
$307M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$330K +$204K +4,083 +163%
PK
277
Pflug Koory
Nebraska
$328K – – –
WS
278
Wedbush Securities
California
$326K -$4.87K -97 -1%
FA
279
Fortis Advisors
Pennsylvania
$324K -$871K -17,378 -73%
SP
280
Successful Portfolios
Florida
$323K -$154K -3,082 -32%
SWM
281
SeaCrest Wealth Management
New York
$320K – – –
Creative Planning
282
Creative Planning
Kansas
$318K +$93.8K +1,870 +42%
UAS
283
United Asset Strategies
New York
$316K -$2.41K -48 -0.8%
IAIM
284
International Assets Investment Management
Florida
$313K -$268K -5,279 -46%
EWA
285
EP Wealth Advisors
California
$311K +$311K +6,216 New
OCM
286
One Capital Management
California
$306K – – –
W
287
WealthStone
Ohio
$301K -$100K -1,999 -25%
CWM
288
Cornerstone Wealth Management
Missouri
$299K -$263K -5,243 -47%
IC
289
Inscription Capital
Texas
$291K +$291K +5,800 New
FSG
290
Financial Strategies Group
Michigan
$290K -$42.1K -839 -13%
GPA
291
Guidance Point Advisors
Massachusetts
$285K +$285K +5,694 New
FNT
292
First National Trust
Pennsylvania
$283K -$354K -7,074 -56%
AWA
293
Acorn Wealth Advisors
Michigan
$280K +$851 +17 +0.3%
LNWWM
294
Laird Norton Wetherby Wealth Management
California
$275K – – –
AWM
295
Alterna Wealth Management
Texas
$274K -$370K -7,381 -57%
CC
296
Courier Capital
New York
$268K -$50.1K -1,000 -16%
AIM
297
Aspen Investment Management
Michigan
$266K – – –
SC
298
Scotia Capital
Ontario, Canada
$264K -$8.12K -162 -3%
JWBC
299
John W. Brooker & Co
California
$263K -$224K -4,478 -46%
IWAG
300
Integer Wealth Advisors Group
Georgia
$252K +$252K +5,027 New
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12
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