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iShares Short Maturity Bond ETF
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Overview Fund Activity

374 hedge funds and large institutions have $2.61B invested in iShares Short Maturity Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
6.59%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
37
Increased
103
Reduced
175
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLF
Sun Life Financial
Ontario, Canada
$49.9M
2
Bank of America
Bank of America
North Carolina
$234M
3
Morgan Stanley
Morgan Stanley
New York
$228M
4
CCM
Crabel Capital Management
California
$22.5M
5
TFS
TrustCore Financial Services
Tennessee
$25.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$14.3M
2
BlackRock
BlackRock
New York
$265M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.04M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.17M
5
ST
Smithfield Trust
Pennsylvania
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
376
FormulaFolio Investments
Michigan
– -$3.98M -79,323 Closed
GM
377
GeoWealth Management
Illinois
– -$2.68M -53,358 Closed
BSAM
378
Blue Sky Asset Management
Colorado
– -$2.17M -43,153 Closed
SS
379
Simplicity Solutions
Minnesota
– -$1.7M -33,801 Closed
OMC
380
Old Mission Capital
Illinois
– -$1.66M -33,011 Closed
Lido Advisors
381
Lido Advisors
California
– -$1.58M -31,556 Closed
CA
382
Calton & Associates
Florida
– -$1.41M -28,043 Closed
UC
383
Unio Capital
New Jersey
– -$688K -13,721 Closed
IWM
384
IHT Wealth Management
Illinois
– -$625K -12,453 Closed
LRIA
385
Leonard Rickey Investment Advisors
Washington
– -$606K -12,087 Closed
IWS
386
Insight Wealth Strategies
California
– -$526K -10,486 Closed
AWE
387
Avidian Wealth Enterprises
Texas
– -$452K -9,005 Closed
HPC
388
Hobart Private Capital
North Carolina
– -$433K -8,638 Closed
FTUS
389
Flow Traders U.S.
New York
– -$412K -8,210 Closed
MFG
390
Magnus Financial Group
New York
– -$356K -7,100 Closed
VBFG
391
Vishria Bird Financial Group
Tennessee
– -$354K -7,058 Closed
CFG
392
Cooper Financial Group
California
– -$327K -6,509 Closed
HFA
393
High Falls Advisors
New York
– -$314K -6,250 Closed
MCIA
394
Mountain Capital Investment Advisors
Colorado
– -$311K -6,192 Closed
ASN
395
Advisory Services Network
Georgia
– -$299K -5,955 Closed
FSG
396
Financial Strategies Group
Michigan
– -$297K -5,925 Closed
UAS
397
United Asset Strategies
New York
– -$295K -5,887 Closed
NL
398
NWAM LLC
Washington
– -$280K -5,576 Closed
M&T Bank
399
M&T Bank
New York
– -$278K -5,539 Closed
GPA
400
Guidance Point Advisors
Massachusetts
– -$235K -4,701 Closed
13 14 15
16
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