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iShares Short Maturity Bond ETF
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Overview Fund Activity

360 hedge funds and large institutions have $2.67B invested in iShares Short Maturity Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-5
Holders Change %
-1.37%
% of All Funds
6.32%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
35
Increased
121
Reduced
134
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
$61.7M
2
TFS
TrustCore Financial Services
Tennessee
$59.7M
3
Morgan Stanley
Morgan Stanley
New York
$282M
4
BlackRock
BlackRock
New York
$276M
5
CI
Conning Inc
Connecticut
$12.4M

Top Sellers

1
EG
Enstar Group
Bermuda
$0
2
GWM
Geneos Wealth Management
Colorado
$297K
3
Bank of America
Bank of America
North Carolina
$295M
4
FTUS
Flow Traders U.S.
New York
$1.37M
5
Wells Fargo
Wells Fargo
California
$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
351
Edge Wealth Management
New York
$3K – – –
PB
352
Pinnacle Bancorp
Nebraska
$3K – – –
TCWA
353
Ten Capital Wealth Advisors
Washington
$3K – – –
CPC
354
Consolidated Planning Corp
Georgia
$3K +$3K +60 New
AWM
355
Avior Wealth Management
Nebraska
$2K – – –
HCP
356
Hexagon Capital Partners
Arkansas
$2K – – –
FA
357
Flagstar Advisors
New York
$2K +$2K +40 New
CFD
358
Creative Financial Designs
Indiana
$1K – – –
AWM
359
AllSquare Wealth Management
New York
$1K – – –
APC
360
Aspire Private Capital
North Carolina
$1K – – –
EG
361
Enstar Group
Bermuda
– -$71.8M -1,431,863 Closed
Deutsche Bank
362
Deutsche Bank
Germany
– -$1.97M -39,190 Closed
Goldman Sachs
363
Goldman Sachs
New York
– -$1.77M -35,357 Closed
BCA
364
Bay Colony Advisors
Massachusetts
– -$1.11M -22,162 Closed
VAG
365
VisionPoint Advisory Group
Texas
– -$802K -15,980 Closed
MSA
366
Marino Stram & Associates
Massachusetts
– -$743K -14,808 Closed
PWM
367
PRW Wealth Management
Massachusetts
– -$691K -13,773 Closed
KOMWMG
368
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$607K -12,094 Closed
HCM
369
Howard Capital Management
Georgia
– -$518K -10,321 Closed
FA
370
Fountainhead AM
New Jersey
– -$420K -8,371 Closed
RCM
371
Requisite Capital Management
Texas
– -$381K -7,585 Closed
RIG
372
RiverFront Investment Group
Virginia
– -$358K -7,142 Closed
ARC
373
Advisor Resource Council
Texas
– -$351K -6,990 Closed
KNW
374
Kesler Norman & Wride
Utah
– -$323K -6,445 Closed
LNC
375
Lincoln National Corp
Pennsylvania
– -$312K -6,220 Closed
12 13 14
15
16