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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 %
FFN
301
Focus Financial Network
Minnesota
$247K +$301 +6 +0.1%
SG
302
StoneX Group
New York
$246K +$43.3K +864 +21%
CIBC World Market
303
CIBC World Market
Ontario, Canada
$231K -$120K -2,383 -34%
FPGK
304
Financial Partners Group (Kansas)
Kansas
$229K +$229K +4,577 New
CAS
305
Cascadia Advisory Services
Oregon
$225K -$22.8K -455 -9%
RIG
306
RiverFront Investment Group
Virginia
$220K +$220K +4,387 New
FFA
307
Founders Financial Alliance
North Carolina
$213K +$213K +4,239 New
HB
308
Homrich & Berg
Georgia
$202K – – –
HF
309
HRT Financial
New York
$201K +$201K +4,014 New
EWM
310
Elmwood Wealth Management
California
$200K – – –
RG
311
Retirement Group
California
$185K +$104K +2,081 +129%
US Bancorp
312
US Bancorp
Minnesota
$165K -$32.3K -641 -16%
RIM
313
Rockbridge Investment Management
New York
$156K – – –
EP
314
Eudaimonia Partners
Tennessee
$138K -$53.4K -1,065 -28%
GEA
315
Glen Eagle Advisors
New Jersey
$131K -$451 -9 -0.3%
RFWA
316
RPg Family Wealth Advisory
Massachusetts
$126K +$49K +978 +63%
AF
317
Advisornet Financial
Minnesota
$122K -$4.93M -98,399 -98%
APC
318
Aspire Private Capital
North Carolina
$117K -$34.4K -687 -23%
William Blair & Company
319
William Blair & Company
Illinois
$112K -$114K -2,280 -50%
CIR
320
Clear Investment Research
Georgia
$100K – – –
PA
321
Parallel Advisors
California
$99K – – –
GSWM
322
Golden State Wealth Management
California
$95K +$95K +1,899 New
VFA
323
Valeo Financial Advisors
Indiana
$87K – – –
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$69K -$325K -6,548 -82%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$65K +$7.72K +155 +13%
11 12
13
14 15