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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 %
FCA
376
FinTrust Capital Advisors
South Carolina
$2K -$196K -4,713 -99%
AWM
377
Avior Wealth Management
Nebraska
$2K -$1.35K -35 -40%
JFA
378
JNBA Financial Advisors
Minnesota
$2K – – –
AWM
379
AllSquare Wealth Management
New York
$1K – – –
LAS
380
Lloyd Advisory Services
Georgia
$1K – – –
HCP
381
Hexagon Capital Partners
Arkansas
$1K – – –
PAS
382
Park Avenue Securities
New York
– -$32.9M -657,078 Closed
Bank of New York Mellon
383
Bank of New York Mellon
New York
– -$7.37M -147,056 Closed
CM
384
Cornerstone Management
Georgia
– -$6.27M -125,173 Closed
RCM
385
Requisite Capital Management
Texas
– -$5.06M -100,943 Closed
AI
386
Atria Investments
North Carolina
– -$4.74M -94,657 Closed
SMG
387
Smart Money Group
Texas
– -$3.33M -66,445 Closed
PFG
388
PAX Financial Group
Texas
– -$3.33M -66,405 Closed
CS
389
Comerica Securities
Michigan
– -$2.85M -56,803 Closed
Prudential Financial
390
Prudential Financial
New Jersey
– -$2.04M -40,766 Closed
OAP
391
One Advisory Partners
Kansas
– -$2.03M -40,559 Closed
SHJ
392
Sharkey, Howes & Javer
Colorado
– -$1.38M -27,599 Closed
TF
393
Trek Financial
Arizona
– -$1.31M -26,153 Closed
MCM
394
Makena Capital Management
California
– -$1.11M -22,081 Closed
WP
395
WealthShield Partners
North Carolina
– -$1M -19,991 Closed
I
396
INVST
Indiana
– -$833K -16,630 Closed
WQ
397
Wealth Quarterback
New Jersey
– -$828K -16,552 Closed
VWM
398
Venturi Wealth Management
Texas
– -$747K -14,904 Closed
HR
399
Howe & Rusling
New York
– -$601K -12,000 Closed
FIA
400
Foundations Investment Advisors
Arizona
– -$559K -11,169 Closed
13 14 15
16
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