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iShares Short Maturity Bond ETF
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Overview Fund Activity

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$375M
2
EG
2
Enstar Group
Bermuda
$45.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$301M
4
WTB
4
Washington Trust Bank
Washington
$15.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$226M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$252M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.29M
3
Wells Fargo
3
Wells Fargo
California
$70.7M
4
SLF
4
Sun Life Financial
Ontario, Canada
$53.8M
5
LPL Financial
5
LPL Financial
California
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
101
Valley National Advisers
Pennsylvania
$2.98M -$1.95K -39 -0.1%
CCC
102
Crescent Capital Consulting
Louisiana
$2.98M +$430K +8,603 +17%
CCM
103
Crabel Capital Management
California
$2.97M +$1.61M +32,165 +118%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$2.95M -$389K -7,755 -12%
PPW
105
Pinnacle Private Wealth
Massachusetts
$2.93M +$2.93M +58,658 New
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$2.93M -$3.33M -66,748 -53%
SPIA
107
Steward Partners Investment Advisory
New York
$2.9M -$201K -4,026 -6%
PAG
108
Private Advisor Group
New Jersey
$2.89M -$1.63M -32,553 -36%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$2.82M +$2.82M +56,417 New
SCM
110
SOL Capital Management
Maryland
$2.54M -$135K -2,700 -5%
AP
111
Advisors Preferred
Maryland
$2.46M +$327K +6,550 +15%
GIA
112
Gladstone Institutional Advisory
Florida
$2.45M +$678K +13,581 +38%
KAS
113
Kestra Advisory Services
Texas
$2.43M +$1.05M +20,960 +76%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$2.38M -$83.2K -1,665 -3%
CA
115
Cetera Advisors
Colorado
$2.37M -$206K -4,124 -8%
IFG
116
Investors Financial Group
Minnesota
$2.35M -$71.1K -1,424 -3%
NA
117
NewEdge Advisors
Louisiana
$2.33M +$37.5K +750 +2%
TCMP
118
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.28M -$1.82M -36,442 -44%
HTC
119
Haverford Trust Company
Pennsylvania
$2.28M – – –
WP
120
WealthPLAN Partners
Nebraska
$2.27M +$15.5K +310 +0.7%
BCMO
121
Buckingham Capital Management (Ohio)
Ohio
$2.25M -$234K -4,688 -9%
MIAN
122
Mariner Independent Advisor Network
Kansas
$2.21M +$423K +8,470 +24%
SAMC
123
Spectrum Asset Management (California)
California
$2.12M +$9.24K +185 +0.4%
CHJWM
124
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.09M – – –
FWM
125
Focused Wealth Management
New York
$2.03M -$654K -13,087 -24%
3 4
5
6 7