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iShares Short Maturity Bond ETF
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Overview Fund Activity

381 hedge funds and large institutions have $2.54B invested in iShares Short Maturity Bond ETF in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+21
Holders Change %
+5.83%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.41%
New
68
Increased
106
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EG
Enstar Group
Bermuda
+$78M
2
RJA
Raymond James & Associates
Florida
+$13.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.31M
4
CCM
Crabel Capital Management
California
+$8.22M
5
First Trust Advisors
First Trust Advisors
Illinois
+$7.73M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$354M
2
Bank of America
Bank of America
North Carolina
-$123M
3
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$96.1M
4
LPL Financial
LPL Financial
California
-$61M
5
Osaic Holdings
Osaic Holdings
Arizona
-$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFG
101
Investors Financial Group
Minnesota
$2.44M -$166K -3,308 -6%
RA
102
RFG Advisory
Alabama
$2.43M -$842K -16,791 -26%
WP
103
WealthPLAN Partners
Nebraska
$2.42M +$45.1K +898 +2%
CG
104
CFO4Life Group
Texas
$2.32M +$1.24M +24,649 +114%
CHJWM
105
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.3M +$52.2K +1,040 +2%
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$2.24M +$603K +12,015 +37%
JSA
107
Jacobson & Schmitt Advisors
Wisconsin
$2.17M +$205K +4,080 +10%
BSAM
108
Blue Sky Asset Management
Colorado
$2.17M -$32.1K -639 -1%
AIP
109
Ahrens Investment Partners
Louisiana
$2.17M +$1.25M +24,900 +136%
GKWIM
110
Gerber Kawasaki Wealth & Investment Management
California
$2.16M -$309K -6,157 -13%
FWM
111
Focused Wealth Management
New York
$2.14M +$641K +12,769 +43%
KCA
112
Karn Couzens & Associates
Connecticut
$2.12M +$2.12M +42,337 New
DWM
113
Dakota Wealth Management
Florida
$2.12M -$97.6K -1,945 -4%
VFA
114
Values First Advisors
Tennessee
$2.1M -$134K -2,667 -6%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$2.07M +$2M +39,838 +2,866%
CA
116
Corrado Advisors
New Jersey
$2.01M -$45.3K -903 -2%
IWC
117
Integrated Wealth Concepts
Massachusetts
$1.97M -$571K -11,386 -23%
HIP
118
HUB Investment Partners
Texas
$1.95M +$1.95M +38,864 New
SFS
119
Sowell Financial Services
Arkansas
$1.94M -$172K -3,430 -8%
SCA
120
Snowden Capital Advisors
New York
$1.93M -$790K -15,756 -29%
FVWA
121
Foster Victor Wealth Advisors
South Carolina
$1.88M +$9.18K +183 +0.5%
SLWA
122
San Luis Wealth Advisors
California
$1.86M +$1.86M +36,989 New
MIAN
123
Mariner Independent Advisor Network
Kansas
$1.85M +$199K +3,963 +12%
SFP
124
Shepherd Financial Partners
Massachusetts
$1.81M +$824K +16,438 +84%
FGAM
125
Financial Gravity Asset Management
Texas
$1.8M +$1.8M +35,819 New
3 4
5
6 7