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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 %
LNWWM
301
Laird Norton Wetherby Wealth Management
California
$275K – – –
FHA
302
Flagship Harbor Advisors
Massachusetts
$272K -$63K -1,256 -19%
CC
303
Courier Capital
New York
$269K – – –
AIM
304
Aspen Investment Management
Michigan
$266K – – –
PFS
305
Prospera Financial Services
Texas
$266K +$227K +4,536 +582%
AF
306
Affiance Financial
Minnesota
$265K -$171K -3,406 -39%
VHAM
307
Van Hulzen Asset Management
California
$265K +$265K +5,279 New
JWBC
308
John W. Brooker & Co
California
$264K +$851 +17 +0.3%
SP
309
Successful Portfolios
Florida
$257K -$66.4K -1,325 -21%
MFA
310
Mayflower Financial Advisors
Massachusetts
$251K +$251K +4,995 New
FAM
311
Flaharty Asset Management
Florida
$241K -$149K -2,980 -38%
GPA
312
Guidance Point Advisors
Massachusetts
$235K -$49.6K -993 -17%
OWA
313
Outlook Wealth Advisors
Texas
$233K -$4.49M -89,622 -95%
FFA
314
Founders Financial Alliance
North Carolina
$231K +$18.3K +364 +9%
IWP
315
Icon Wealth Partners
Texas
$223K -$457K -9,118 -67%
SG
316
StoneX Group
New York
$223K -$23.2K -462 -9%
HGWM
317
Horst & Graben Wealth Management
Oregon
$222K -$111K -2,218 -33%
WAOI
318
Wealth Advisors of Iowa
Iowa
$212K +$212K +4,229 New
BWM
319
Birchcreek Wealth Management
Ohio
$210K +$210K +4,203 New
TA
320
TrueWealth Advisors
Alabama
$205K +$205K +4,090 New
IHWM
321
Iron Horse Wealth Management
Iowa
$204K +$204K +4,069 New
TWM
322
Titus Wealth Management
California
$203K +$203K +4,038 New
ZIM
323
Zacks Investment Management
Illinois
$202K +$202K +4,021 New
TWM
324
Tradition Wealth Management
Minnesota
$184K +$184K +3,677 New
RFWA
325
RPg Family Wealth Advisory
Massachusetts
$163K +$36.5K +727 +29%
11 12
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