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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 %
IA
101
IFP Advisors
Florida
$3.14M +$2.68M +53,463 +581%
BWP
102
Bernardo Wealth Planning
Pennsylvania
$2.92M +$63.5K +1,268 +2%
Citigroup
103
Citigroup
New York
$2.9M +$712K +14,218 +33%
CA
104
Cetera Advisors
Colorado
$2.89M +$262K +5,233 +10%
CS
105
Comerica Securities
Michigan
$2.85M +$480K +9,581 +20%
PWMAG
106
Pinnacle Wealth Management Advisory Group
New Jersey
$2.75M +$411K +8,194 +18%
SCA
107
Snowden Capital Advisors
New York
$2.72M +$498K +9,946 +22%
SCM
108
SOL Capital Management
Maryland
$2.65M +$2.15M +42,900 +429%
IFG
109
Investors Financial Group
Minnesota
$2.61M -$456K -9,090 -15%
GM
110
GeoWealth Management
Illinois
$2.58M -$200K -3,985 -7%
IWC
111
Integrated Wealth Concepts
Massachusetts
$2.53M -$189K -3,772 -7%
KAS
112
Kestra Advisory Services
Texas
$2.48M +$2.48M +49,412 New
GKWIM
113
Gerber Kawasaki Wealth & Investment Management
California
$2.46M +$499K +9,949 +25%
KA
114
Kovack Advisors
Florida
$2.42M +$118K +2,360 +5%
WP
115
WealthPLAN Partners
Nebraska
$2.37M -$213K -4,256 -8%
BAM
116
Belpointe Asset Management
Nevada
$2.35M -$256K -5,110 -10%
CHJWM
117
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.25M +$138K +2,750 +7%
VFA
118
Values First Advisors
Tennessee
$2.23M -$110K -2,202 -5%
DWM
119
Dakota Wealth Management
Florida
$2.21M +$19.8K +395 +0.9%
BSAM
120
Blue Sky Asset Management
Colorado
$2.19M -$441K -8,802 -17%
SPIA
121
Steward Partners Investment Advisory
New York
$2.13M -$121K -2,414 -5%
SFS
122
Sowell Financial Services
Arkansas
$2.11M +$37.8K +755 +2%
CA
123
Corrado Advisors
New Jersey
$2.05M -$287K -5,736 -12%
Prudential Financial
124
Prudential Financial
New Jersey
$2.04M +$86.6K +1,728 +4%
OPS
125
Orion Portfolio Solutions
Nebraska
$2.04M +$1.07M +21,301 +110%
3 4
5
6 7