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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 %
IDA
376
Intelligence Driven Advisers
California
– -$696K -13,890 Closed
GRP
377
Global Retirement Partners
California
– -$559K -11,141 Closed
Federated Hermes
378
Federated Hermes
Pennsylvania
– -$517K -10,315 Closed
WFO
379
Wealthgate Family Office
Colorado
– -$501K -10,000 Closed
MWM
380
Mattern Wealth Management
Kansas
– -$497K -9,917 Closed
LGA
381
Lebenthal Global Advisors
New York
– -$436K -8,700 Closed
BCI
382
Brinker Capital Investments
Pennsylvania
– -$423K -8,445 Closed
TSS
383
Two Sigma Securities
New York
– -$349K -6,964 Closed
SAM
384
Strategy Asset Managers
California
– -$343K -6,833 Closed
APWA
385
Atlas Private Wealth Advisors
New Jersey
– -$318K -6,348 Closed
MGIA
386
Matthew Goff Investment Advisor
Texas
– -$304K -6,056 Closed
CCP
387
Cassia Capital Partners
North Carolina
– -$301K -6,000 Closed
AF
388
Affiance Financial
Minnesota
– -$265K -5,289 Closed
PA
389
PFG Advisors
Arizona
– -$246K -4,905 Closed
GSC
390
G&S Capital
Colorado
– -$238K -4,753 Closed
Vontobel Holding
391
Vontobel Holding
Switzerland
– -$229K -4,568 Closed
BRWA
392
B. Riley Wealth Advisors
Florida
– -$222K -4,412 Closed
Neuberger Berman Group
393
Neuberger Berman Group
New York
– -$221K -4,410 Closed
ACS
394
Archford Capital Strategies
Illinois
– -$217K -4,332 Closed
SS
395
Simplicity Solutions
Minnesota
– -$217K -4,327 Closed
NAG
396
Northstar Advisory Group
New Jersey
– -$216K -4,310 Closed
SP
397
Successful Portfolios
Florida
– -$208K -4,150 Closed
C1AG
398
Client 1st Advisory Group
Florida
– -$205K -4,092 Closed
GPA
399
Guidance Point Advisors
Massachusetts
– -$161K -3,213 Closed
LWM
400
Liberty Wealth Management
California
– -$108K -2,152 Closed
13 14 15
16
17