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iShares Short Maturity Bond ETF
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Overview Fund Activity

360 hedge funds and large institutions have $3.33B invested in iShares Short Maturity Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 152 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-10
Holders Change %
-2.7%
% of All Funds
7.28%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.42%
New
29
Increased
152
Reduced
133
Closed
34
Calls
–
Puts
$2.63M
Net Calls
-$2.63M
Net Calls Change
-$2.63M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$377M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$52.6M
3
BFG
Beacon Financial Group
Texas
$13.5M
4
SHGA
Sand Hill Global Advisors
California
$19.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$10.5M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$39.5M
3
Morgan Stanley
Morgan Stanley
New York
$224M
4
Bank of America
Bank of America
North Carolina
$307M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHGA
26
Sand Hill Global Advisors
California
$19.4M +$7.29M +145,489 +60%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$17.8M -$129K -2,569 -0.7%
KA
28
Klingman & Associates
New York
$16.3M +$791K +15,792 +5%
SCA
29
STALEY CAPITAL ADVISERS
Pennsylvania
$14.7M -$712K -14,200 -5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$14.6M -$9.62K -192 -0.1%
RJA
31
Raymond James & Associates
Florida
$14.4M +$1.01M +20,103 +8%
BFG
32
Beacon Financial Group
Texas
$13.5M +$8.58M +171,205 +176%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$13.1M -$9.42M -187,988 -42%
MGIA
34
Matthew Goff Investment Advisor
Texas
$13M -$700K -13,971 -5%
MPW
35
MA Private Wealth
California
$12.3M -$108K -2,147 -0.9%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$12.2M +$946K +18,869 +8%
Stifel Financial
37
Stifel Financial
Missouri
$12.1M +$3.8M +75,876 +46%
DF
38
Donoghue Forlines
Massachusetts
$11.9M -$1.2M -24,043 -9%
WP
39
WealthSource Partners
California
$11.8M +$134K +2,683 +1%
HighTower Advisors
40
HighTower Advisors
Illinois
$11.6M +$2.99M +59,636 +35%
EH
41
Equitable Holdings
New York
$11.4M -$7.58M -151,172 -40%
CAN
42
Cetera Advisor Networks
California
$11.2M +$1.02M +20,363 +10%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$10.5M +$5.08M +101,547 +94%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$10.4M -$7.61M -151,863 -42%
SFA
45
Stewardship Financial Advisors
Georgia
$9.97M +$38.6K +771 +0.4%
UCFA
46
United Capital Financial Advisors
Texas
$9.96M -$5.36K -107 -0.1%
NA
47
NewEdge Advisors
Louisiana
$9.76M +$517K +10,325 +6%
RBC
48
Roble Belko & Company
Pennsylvania
$9.68M -$123K -2,464 -1%
5L
49
55I LLC
Massachusetts
$8.9M +$4.22M +84,269 +90%
MBT
50
Montecito Bank & Trust
California
$8.26M +$4.27M +85,299 +107%
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