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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 %
LWP
326
Lumature Wealth Partners
Georgia
$56K -$23K -457 -29%
CIR
327
Clear Investment Research
Georgia
$56K -$5.18K -104 -8%
DWP
328
Destiny Wealth Partners
Florida
$54K – – –
TAM
329
Tucker Asset Management
Colorado
$52.2K – – –
PCG
330
Private Capital Group
Connecticut
$50K – – –
FFWM
331
Future Financial Wealth Management
Ohio
$45K +$45K +895 New
SFA
332
Semmax Financial Advisors
North Carolina
$42K – – –
CA
333
CoreCap Advisors
Michigan
$42K +$42K +843 New
TWC
334
TD Waterhouse Canada
Ontario, Canada
$41.4K +$41.4K +814 New
PPWM
335
PFG Private Wealth Management
Florida
$35K – – –
PFA
336
Professional Financial Advisors
Nebraska
$32K +$32K +645 New
RG
337
Retirement Group
California
$27K -$35.2K -716 -57%
CP
338
Corbenic Partners
Pennsylvania
$22K +$22K +450 New
GLLW
339
Graves Light Lenhart Wealth
Virginia
$19K – – –
RPCONE
340
Retirement Planning Company of New England
Rhode Island
$19K +$19K +400 New
TFGT
341
TS Financial Group (TSFG)
Illinois
$18K – – –
First Manhattan
342
First Manhattan
New York
$17K – – –
GWSG
343
GPS Wealth Strategies Group
Colorado
$16K – – –
SSB
344
Sandy Spring Bank
Maryland
$12K – – –
SQA
345
Simon Quick Advisors
New Jersey
$12K – – –
GFPC
346
Global Financial Private Client
Florida
$9.99K – – –
MAM
347
Meeder Asset Management
Ohio
$9K – – –
CSB
348
City State Bank
Iowa
$9K +$9K +174 New
MAM
349
Mystic Asset Management
Rhode Island
$9K +$9K +200 New
RIM
350
Rockbridge Investment Management
New York
$7K +$421 +8 +6%
12 13
14
15 16