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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 %
FPW
326
Flagship Private Wealth
Massachusetts
$162K +$162K +3,228 New
RIM
327
Rockbridge Investment Management
New York
$156K – – –
GEA
328
Glen Eagle Advisors
New Jersey
$131K -$201 -4 -0.2%
LWM
329
Liberty Wealth Management
California
$119K -$1.07M -21,398 -90%
William Blair & Company
330
William Blair & Company
Illinois
$111K -$1.4K -28 -1%
APC
331
Aspire Private Capital
North Carolina
$108K -$8.91K -178 -8%
RG
332
Retirement Group
California
$106K -$79.3K -1,582 -43%
EP
333
Eudaimonia Partners
Tennessee
$106K -$31.9K -636 -23%
AF
334
Advisornet Financial
Minnesota
$94K -$28.2K -561 -23%
DWP
335
Destiny Wealth Partners
Florida
$87K +$87K +1,742 New
PA
336
Parallel Advisors
California
$76K -$22.5K -450 -23%
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$67K +$1.94K +39 +3%
CIR
338
Clear Investment Research
Georgia
$58K -$42.3K -846 -42%
VFA
339
Valeo Financial Advisors
Indiana
$58K -$29.4K -584 -34%
TAM
340
Tucker Asset Management
Colorado
$55.2K +$55.2K +1,100 New
TI
341
tru Independence
Oregon
$50.5K +$50.5K +1,007 New
PCG
342
Private Capital Group
Connecticut
$50K -$575K -11,493 -92%
ONST
343
Old North State Trust
North Carolina
$47K – – –
SFA
344
Semmax Financial Advisors
North Carolina
$46K – – –
RTC
345
Riverview Trust Company
Washington
$44K +$44K +872 New
PWM
346
Perigon Wealth Management
California
$41K +$41K +812 New
TFGT
347
TS Financial Group (TSFG)
Illinois
$35K -$1K -20 -3%
QCG
348
Quadrant Capital Group
Ohio
$35K +$35K +700 New
GIA
349
Goodwin Investment Advisory
Georgia
$32K +$32K +642 New
AssetMark Inc
350
AssetMark Inc
California
$31K -$22.9K -460 -42%
12 13
14
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