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iShares Short Maturity Bond ETF
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Overview Fund Activity

374 hedge funds and large institutions have $2.61B invested in iShares Short Maturity Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 175 reducing their positions, and 40 closing their positions.

Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
6.59%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
37
Increased
103
Reduced
175
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLF
1
Sun Life Financial
Ontario, Canada
$49.9M
2
Bank of America
2
Bank of America
North Carolina
$234M
3
Morgan Stanley
3
Morgan Stanley
New York
$228M
4
CCM
4
Crabel Capital Management
California
$22.5M
5
TFS
5
TrustCore Financial Services
Tennessee
$25.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$14.3M
2
BlackRock
2
BlackRock
New York
$265M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.04M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.17M
5
ST
5
Smithfield Trust
Pennsylvania
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
76
Covington Capital Management
California
$4.02M -$301K -6,000 -7%
EWA
77
Exencial Wealth Advisors
Oklahoma
$3.77M -$98.7K -1,966 -3%
CG
78
CFO4Life Group
Texas
$3.68M +$1.36M +27,061 +58%
CG
79
Colony Group
Massachusetts
$3.67M – – –
SCA
80
Sage Capital Advisors
South Dakota
$3.66M -$10.8K -216 -0.3%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$3.66M -$1.08M -21,463 -23%
Truist Financial
82
Truist Financial
North Carolina
$3.51M -$4.07M -81,173 -54%
BI
83
Bramshill Investments
Florida
$3.47M +$2.72M +54,111 +358%
BCMO
84
Buckingham Capital Management (Ohio)
Ohio
$3.14M -$259K -5,155 -8%
PAG
85
Private Advisor Group
New Jersey
$3.12M -$1.27M -25,277 -29%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$3.09M -$587K -11,687 -16%
CA
87
Cetera Advisors
Colorado
$3.04M -$240K -4,778 -7%
FWM
88
Focused Wealth Management
New York
$2.94M +$794K +15,824 +37%
RA
89
RFG Advisory
Alabama
$2.86M +$432K +8,609 +18%
AWM
90
AE Wealth Management
Kansas
$2.85M +$255K +5,082 +10%
AP
91
Advisors Preferred
Maryland
$2.84M -$433K -8,640 -13%
SAMC
92
Spectrum Asset Management (California)
California
$2.79M +$1.61M +32,179 +138%
AIM
93
Avity Investment Management
Connecticut
$2.77M -$823K -16,400 -23%
VHAM
94
Van Hulzen Asset Management
California
$2.67M +$2.4M +47,853 +906%
SCM
95
SOL Capital Management
Maryland
$2.57M -$90.3K -1,800 -3%
IFG
96
Investors Financial Group
Minnesota
$2.47M +$20.7K +412 +0.8%
NGA
97
Naples Global Advisors
Florida
$2.45M +$754K +15,020 +45%
JSA
98
Jacobson & Schmitt Advisors
Wisconsin
$2.37M +$197K +3,923 +9%
PA
99
PFG Advisors
Arizona
$2.3M -$854K -17,021 -27%
GSC
100
G&S Capital
Colorado
$2.27M -$1.42M -28,260 -38%
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4
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