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iShares Short Maturity Bond ETF
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Overview Fund Activity

374 hedge funds and large institutions have $2.61B invested in iShares Short Maturity Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
6.59%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
37
Increased
103
Reduced
175
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLF
Sun Life Financial
Ontario, Canada
$49.9M
2
Bank of America
Bank of America
North Carolina
$234M
3
Morgan Stanley
Morgan Stanley
New York
$228M
4
CCM
Crabel Capital Management
California
$22.5M
5
TFS
TrustCore Financial Services
Tennessee
$25.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$14.3M
2
BlackRock
BlackRock
New York
$265M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.04M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.17M
5
ST
Smithfield Trust
Pennsylvania
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$217K -$217K -4,320 -50%
AUB
302
Atlantic Union Bankshares
Virginia
$217K +$217K +4,320 New
IWP
303
Icon Wealth Partners
Texas
$214K -$9.96K -198 -4%
CC
304
Copperleaf Capital
North Carolina
$211K -$4.26M -84,869 -95%
PWA
305
Physician Wealth Advisors
Utah
$210K -$71.3K -1,419 -25%
CAL
306
Capital Advisors Ltd
Ohio
$208K -$138K -2,749 -40%
GVAG
307
Great Valley Advisor Group
Delaware
$208K +$208K +4,143 New
TA
308
TrueWealth Advisors
Alabama
$205K – – –
EWM
309
Elmwood Wealth Management
California
$201K +$201K +4,000 New
BWL
310
Bogart Wealth LLC
Virginia
$200K +$200K +3,982 New
TWP
311
Tempus Wealth Planning
California
$200K +$200K +3,986 New
FFA
312
Founders Financial Alliance
North Carolina
$194K -$37.1K -739 -16%
IHWM
313
Iron Horse Wealth Management
Iowa
$176K -$28.6K -569 -14%
JWBC
314
John W. Brooker & Co
California
$172K -$92.3K -1,841 -35%
FPW
315
Flagship Private Wealth
Massachusetts
$162K -$50 -1 -0%
GEA
316
Glen Eagle Advisors
New Jersey
$119K -$11.6K -231 -9%
LWM
317
Liberty Wealth Management
California
$119K – – –
William Blair & Company
318
William Blair & Company
Illinois
$111K – – –
AF
319
Advisornet Financial
Minnesota
$90K -$3.97K -79 -4%
LWP
320
Lumature Wealth Partners
Georgia
$90K +$90K +1,792 New
AIC
321
Ameritas Investment Company
Nebraska
$83.5K +$83.5K +1,664 New
APC
322
Aspire Private Capital
North Carolina
$73K -$35.9K -712 -33%
DWP
323
Destiny Wealth Partners
Florida
$70K -$17.4K -347 -20%
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$67K – – –
RG
325
Retirement Group
California
$63K -$42.4K -851 -40%
11 12
13
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