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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
$336M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
$102M
3
Citadel Advisors
Citadel Advisors
Florida
$81.3M
4
Jane Street
Jane Street
New York
$201M
5
SRC
Shufro Rose & Co
New York
$62.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$333M
2
BlackRock
BlackRock
New York
$293M
3
LCM
Landscape Capital Management
New Jersey
$0
4
LPL Financial
LPL Financial
California
$140M
5
Wells Fargo
Wells Fargo
California
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$22.4M -$2.27M -45,358 -9%
EH
27
Equitable Holdings
New York
$19M +$16.3M +325,358 +604%
SEI Investments
28
SEI Investments
Pennsylvania
$18.8M +$344K +6,818 +2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$17.8M +$825K +16,491 +5%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$17.5M -$1.47M -30,100 -8%
KA
31
Klingman & Associates
New York
$15.5M -$341K -6,819 -2%
SCA
32
STALEY CAPITAL ADVISERS
Pennsylvania
$15.4M +$170K +3,400 +1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$14.6M -$1.59M -31,756 -10%
MGIA
34
Matthew Goff Investment Advisor
Texas
$13.7M -$230K -4,597 -2%
RJA
35
Raymond James & Associates
Florida
$13.3M -$3.38M -67,683 -20%
SW
36
SteelPeak Wealth
California
$13.2M +$3.5M +69,967 +36%
MCIA
37
Mountain Capital Investment Advisors
Colorado
$13.2M +$790K +15,809 +6%
DF
38
Donoghue Forlines
Massachusetts
$13.1M -$15.3M -305,115 -54%
MPW
39
MA Private Wealth
California
$12.4M -$238K -4,758 -2%
SHGA
40
Sand Hill Global Advisors
California
$12.1M +$2.07M +41,326 +21%
BCM
41
Brookstone Capital Management
Illinois
$11.8M -$400K -7,997 -3%
WP
42
WealthSource Partners
California
$11.6M -$8.67M -173,316 -43%
BI
43
Bramshill Investments
Florida
$11.5M -$2.82M -56,416 -20%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$11.2M -$5.34M -106,899 -32%
WC
45
Whitney & Co
New York
$10.9M -$5.61M -112,224 -34%
BCMO
46
Buckingham Capital Management (Ohio)
Ohio
$10.4M -$4.27M -85,478 -29%
CAN
47
Cetera Advisor Networks
California
$10.2M -$900K -18,006 -8%
CT
48
Columbia Trust
Oregon
$10.1M +$1.44M +28,765 +17%
UCFA
49
United Capital Financial Advisors
Texas
$9.95M -$1.15M -22,969 -10%
SFA
50
Stewardship Financial Advisors
Georgia
$9.91M +$921K +18,411 +10%
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