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iShares Short Maturity Bond ETF
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Overview Fund Activity

360 hedge funds and large institutions have $2.67B invested in iShares Short Maturity Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 134 reducing their positions, and 35 closing their positions.

Holders
360
Holders Change
-5
Holders Change %
-1.37%
% of All Funds
6.32%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
35
Increased
121
Reduced
134
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$61.7M
2
TFS
2
TrustCore Financial Services
Tennessee
$59.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$282M
4
BlackRock
4
BlackRock
New York
$276M
5
CI
5
Conning Inc
Connecticut
$12.4M

Top Sellers

1
EG
1
Enstar Group
Bermuda
$0
2
GWM
2
Geneos Wealth Management
Colorado
$297K
3
Bank of America
3
Bank of America
North Carolina
$295M
4
FTUS
4
Flow Traders U.S.
New York
$1.37M
5
Wells Fargo
5
Wells Fargo
California
$89M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$8.58M 171,198 -4,312 -2%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$8.55M 170,448 -741 -0.4%
MWM
53
Meridian Wealth Management
Kentucky
$8.54M 170,287 -5,480 -3%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$8.01M 159,700 +153,393 +2,432%
UCFA
55
United Capital Financial Advisors
Texas
$7.99M 159,385 -4,173 -3%
CAN
56
Cetera Advisor Networks
California
$7.91M 157,765 +6,495 +4%
ST
57
Spinnaker Trust
Maine
$7.89M 157,380 +11,508 +8%
Stifel Financial
58
Stifel Financial
Missouri
$7.73M 154,149 -61,637 -29%
WPC
59
White Pine Capital
Minnesota
$7.73M 154,114 +16,524 +12%
NWA
60
Navis Wealth Advisors
New York
$6.95M 138,599 -8,716 -6%
OC
61
Oppenheimer & Co
New York
$6.41M 127,895 +210 +0.2%
WWM
62
Windsor Wealth Management
Indiana
$6.31M 125,958 +11,653 +10%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$6.29M 125,387 -40,051 -24%
TTSTC
64
Texas Treasury Safekeeping Trust Company
Texas
$5.73M 114,241 – –
OPCM
65
Osborne Partners Capital Management
California
$5.52M 110,025 +450 +0.4%
HighTower Advisors
66
HighTower Advisors
Illinois
$5.46M 108,568 -23,292 -18%
SAS
67
Sage Advisory Services
Texas
$5.44M 108,511 -13,112 -11%
BAM
68
Belpointe Asset Management
Nevada
$5.22M 104,099 +3,183 +3%
LOPW
69
Live Oak Private Wealth
North Carolina
$5.19M 103,585 +69,361 +203%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$5.15M 102,781 -147,139 -59%
VFA
71
Values First Advisors
Tennessee
$5.07M 101,179 +59,328 +142%
CF
72
CNA Financial
Illinois
$5.01M 100,000 – –
CIC
73
Canal Insurance Company
South Carolina
$5.01M 100,000 – –
PWMAG
74
Pinnacle Wealth Management Advisory Group
New Jersey
$4.73M 94,353 +4,480 +5%
PAG
75
Private Advisor Group
New Jersey
$4.53M 90,335 +32,175 +55%
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