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

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$39.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$224M
4
Bank of America
4
Bank of America
North Carolina
$307M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$4.74M +$898K +17,929 +23%
AWM
77
AE Wealth Management
Kansas
$4.74M -$270K -5,380 -5%
OWA
78
Outlook Wealth Advisors
Texas
$4.72M +$447K +8,917 +10%
PA
79
PFG Advisors
Arizona
$4.63M -$813K -16,227 -15%
CCM
80
Covington Capital Management
California
$4.54M -$2.51K -50 -0.1%
AP
81
Advisors Preferred
Maryland
$4.29M +$1.55M +30,930 +57%
SWP
82
Stratos Wealth Partners
Ohio
$4.23M +$1.64M +32,776 +63%
PAG
83
Private Advisor Group
New Jersey
$4.23M +$16.7K +333 +0.4%
FAAS
84
First Allied Advisory Services
California
$4.16M +$181K +3,610 +5%
BCMO
85
Buckingham Capital Management (Ohio)
Ohio
$4.15M -$6.27M -125,027 -60%
MHR
86
Matthew Hamilton Rosenberg
$4M +$889K +17,746 +29%
HTC
87
Haverford Trust Company
Pennsylvania
$3.78M -$874K -17,443 -19%
SS
88
Simplicity Solutions
Minnesota
$3.72M -$47.5K -948 -1%
SCA
89
Sage Capital Advisors
South Dakota
$3.67M -$33.1K -660 -0.9%
CG
90
Colony Group
Massachusetts
$3.67M – – –
SAS
91
Sage Advisory Services
Texas
$3.65M -$2.05M -40,827 -36%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$3.59M -$1.07M -21,339 -23%
SPC
93
Sigma Planning Corp
Michigan
$3.57M +$662K +13,206 +23%
IFS
94
Ifrah Financial Services
Arkansas
$3.49M +$18K +359 +0.5%
MWM
95
Mattern Wealth Management
Kansas
$3.49M -$754K -15,053 -18%
HPC
96
Hobart Private Capital
North Carolina
$3.41M +$631K +12,602 +23%
SMG
97
Smart Money Group
Texas
$3.33M +$1.26M +25,164 +61%
PFG
98
PAX Financial Group
Texas
$3.33M -$7.57K -151 -0.2%
RA
99
RFG Advisory
Alabama
$3.26M -$659K -13,160 -17%
GSC
100
G&S Capital
Colorado
$3.19M +$1.42M +28,250 +80%
2 3
4
5 6