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iShares Short Maturity Bond ETF
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Overview Fund Activity

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$375M
2
EG
Enstar Group
Bermuda
$45.7M
3
Morgan Stanley
Morgan Stanley
New York
$301M
4
WTB
Washington Trust Bank
Washington
$15.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$226M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$252M
2
Citadel Advisors
Citadel Advisors
Florida
$5.29M
3
Wells Fargo
Wells Fargo
California
$70.7M
4
SLF
Sun Life Financial
Ontario, Canada
$53.8M
5
LPL Financial
LPL Financial
California
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
276
IFP Advisors
Florida
$259K – – –
Creative Planning
277
Creative Planning
Kansas
$257K -$27.7K -556 -10%
RWA
278
Ropes Wealth Advisors
Massachusetts
$256K – – –
CIBC World Market
279
CIBC World Market
Ontario, Canada
$255K -$70.3K -1,409 -22%
BRWM
280
B. Riley Wealth Management
Tennessee
$255K +$255K +5,100 New
CMS
281
Capital Market Strategies
Florida
$254K +$254K +5,084 New
RFWA
282
RPg Family Wealth Advisory
Massachusetts
$254K -$65.8K -1,318 -21%
SBIA
283
Sheaff Brock Investment Advisors
Indiana
$250K – – –
GVAG
284
Great Valley Advisor Group
Delaware
$250K +$6.76K +135 +3%
CBN
285
Cadence Bank NA
Texas
$248K +$248K +4,960 New
FAM
286
Formidable Asset Management
Ohio
$243K – – –
CIAS
287
CFS Investment Advisory Services
New Jersey
$243K +$14.6K +292 +6%
SC
288
Saiph Capital
New Jersey
$241K +$241K +4,834 New
IAIM
289
International Assets Investment Management
Florida
$241K -$35.8K -717 -13%
CG
290
CFO4Life Group
Texas
$240K -$44.6K -894 -16%
AIM
291
Aspen Investment Management
Michigan
$240K -$25K -500 -9%
FAM
292
Flaharty Asset Management
Florida
$240K – – –
MFA
293
Mayflower Financial Advisors
Massachusetts
$236K – – –
5L
294
55I LLC
Massachusetts
$234K -$202K -4,040 -46%
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$234K +$100 +2 +0%
PWA
296
Physician Wealth Advisors
Utah
$229K +$8.73K +175 +4%
RF
297
Rollins Financial
Georgia
$226K +$226K +4,515 New
SPAS
298
Spectrum Planning & Advisory Services
California
$222K +$6.69K +134 +3%
CPC
299
Congress Park Capital
New York
$220K +$20K +400 +10%
AUB
300
Atlantic Union Bankshares
Virginia
$216K – – –
10 11
12
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