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iShares Short Maturity Bond ETF
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Overview Fund Activity

370 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 168 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-8
Holders Change %
-2.12%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
168
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$120M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$90.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$81.3M
4
Jane Street
Jane Street
New York
+$63.6M
5
SRC
Shufro Rose & Co
New York
+$62.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$358M
2
BlackRock
BlackRock
New York
-$153M
3
LCM
Landscape Capital Management
New Jersey
-$105M
4
LPL Financial
LPL Financial
California
-$58.1M
5
Wells Fargo
Wells Fargo
California
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
376
Rowland Carmichael Advisors
Arizona
– -$2.18M -45,018 Closed
BAAM
377
Baker Avenue Asset Management
California
– -$1.18M -24,285 Closed
CAC
378
Certified Advisory Corp
Florida
– -$1.1M -22,624 Closed
AWMS
379
Advocacy Wealth Management Services
Georgia
– -$1.01M -20,769 Closed
JIP
380
Jaffetilchin Investment Partners
Florida
– -$975K -20,105 Closed
APW
381
Austin Private Wealth
Texas
– -$776K -16,003 Closed
SW
382
SlateStone Wealth
Florida
– -$598K -12,337 Closed
CFG
383
CMC Financial Group
Georgia
– -$359K -7,398 Closed
HA
384
HC Advisors
Georgia
– -$359K -7,398 Closed
HIM
385
Hanlon Investment Management
New Jersey
– -$337K -6,958 Closed
SMG
386
Spectrum Management Group
Indiana
– -$319K -6,583 Closed
OFG
387
OmniStar Financial Group
North Carolina
– -$319K -6,573 Closed
HC
388
HNP Capital
New York
– -$312K -6,354 Closed
CW
389
CreativeOne Wealth
Kansas
– -$291K -6,006 Closed
MYIA
390
Mount Yale Investment Advisors
Colorado
– -$280K -5,771 Closed
BMCM
391
Bryn Mawr Capital Management
Pennsylvania
– -$278K -5,725 Closed
Principal Financial Group
392
Principal Financial Group
Iowa
– -$277K -5,716 Closed
AIS
393
Accurate Investment Solutions
Pennsylvania
– -$263K -5,414 Closed
PTC
394
Private Trust Company
Ohio
– -$253K -5,234 Closed
HR
395
Hayden Royal
North Carolina
– -$253K -5,214 Closed
GSWM
396
Golden State Wealth Management
California
– -$243K -5,004 Closed
GBBWRPM
397
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$242K -4,994 Closed
RCM
398
RNC Capital Management
California
– -$242K -4,987 Closed
BFA
399
Beacon Financial Advisory
Ohio
– -$241K -4,971 Closed
NCM
400
Northwest Capital Management
Oregon
– -$239K -4,934 Closed
13 14 15
16
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