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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 %
VNA
101
Valley National Advisers
Pennsylvania
$2.26M +$851K +16,946 +60%
SFS
102
Sowell Financial Services
Arkansas
$2.24M +$303K +6,029 +16%
CHJWM
103
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.23M -$69K -1,375 -3%
MIAN
104
Mariner Independent Advisor Network
Kansas
$2.22M +$366K +7,303 +20%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$2.2M +$599K +11,929 +37%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$2.17M -$13.1M -261,389 -86%
WP
107
WealthPLAN Partners
Nebraska
$2.13M -$289K -5,760 -12%
HW
108
Hancock Whitney
Mississippi
$2.12M +$1.73M +34,415 +437%
DWM
109
Dakota Wealth Management
Florida
$2.12M +$100 +2 +0%
KA
110
Kovack Advisors
Florida
$2.07M -$396K -7,894 -16%
VFA
111
Values First Advisors
Tennessee
$2.07M -$27.4K -545 -1%
KAS
112
Kestra Advisory Services
Texas
$2.06M -$843K -16,799 -29%
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$2.04M -$198K -3,944 -9%
WG
114
Watchman Group
Texas
$2.04M -$550K -10,969 -21%
GKWIM
115
Gerber Kawasaki Wealth & Investment Management
California
$2.02M -$133K -2,654 -6%
HWM
116
Howard Wealth Management
Connecticut
$1.94M +$141K +2,803 +8%
MIM
117
Moseley Investment Management
Florida
$1.93M +$415K +8,261 +27%
FVWA
118
Foster Victor Wealth Advisors
South Carolina
$1.85M -$24.4K -487 -1%
KCA
119
Karn Couzens & Associates
Connecticut
$1.83M -$291K -5,790 -14%
GWAM
120
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.82M +$1.39M +27,690 +320%
KWM
121
Kingsview Wealth Management
Oregon
$1.82M +$65.2K +1,299 +4%
SWM
122
Spire Wealth Management
Virginia
$1.79M +$1.79M +35,665 New
YIA
123
YHB Investment Advisors
Connecticut
$1.79M +$768K +15,300 +75%
CA
124
Corrado Advisors
New Jersey
$1.79M -$220K -4,390 -11%
IWC
125
Integrated Wealth Concepts
Massachusetts
$1.77M -$194K -3,870 -10%
3 4
5
6 7