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iShares Short Maturity Bond ETF
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Overview Fund Activity

365 hedge funds and large institutions have $2.71B invested in iShares Short Maturity Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-9
Holders Change %
-2.41%
% of All Funds
6.37%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
29
Increased
121
Reduced
150
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$316M
2
Morgan Stanley
2
Morgan Stanley
New York
$267M
3
SLF
3
Sun Life Financial
Ontario, Canada
$83M
4
OMC
4
Old Mission Capital
Illinois
$20.4M
5
FTUS
5
Flow Traders U.S.
New York
$20.3M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$21.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$0
3
CCM
3
Crabel Capital Management
California
$3.48M
4
RJA
4
Raymond James & Associates
Florida
$10.5M
5
EG
5
Enstar Group
Bermuda
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
126
Avity Investment Management
Connecticut
$1.81M -$958K -19,100 -35%
Goldman Sachs
127
Goldman Sachs
New York
$1.77M +$130K +2,600 +8%
MGIA
128
Matthew Goff Investment Advisor
Texas
$1.77M -$5.71M -113,868 -76%
LOPW
129
Live Oak Private Wealth
North Carolina
$1.72M +$604K +12,032 +54%
WG
130
Watchman Group
Texas
$1.71M -$324K -6,463 -16%
SWP
131
Summit Wealth Partners
Florida
$1.71M -$1.76K -35 -0.1%
LJAC
132
L.J. Altfest & Co
New York
$1.7M +$156K +3,109 +10%
SFG
133
Summit Financial Group
West Virginia
$1.7M +$609K +12,135 +56%
SWM
134
Spire Wealth Management
Virginia
$1.62M -$171K -3,416 -10%
KCA
135
Karn Couzens & Associates
Connecticut
$1.59M -$241K -4,800 -13%
KAS
136
Kestra Advisory Services
Texas
$1.57M -$491K -9,793 -24%
GIA
137
Gladstone Institutional Advisory
Florida
$1.56M +$318K +6,339 +26%
SFP
138
Shepherd Financial Partners
Massachusetts
$1.56M -$13.9K -278 -0.9%
SFS
139
Sowell Financial Services
Arkansas
$1.55M -$691K -13,771 -31%
SIA
140
SeaBridge Investment Advisors
New Jersey
$1.54M -$8.28K -165 -0.5%
WCM
141
Windsor Capital Management
Arizona
$1.54M -$11.7K -233 -0.8%
AIFAIM
142
American Institute for Advanced Investment Management
Arizona
$1.5M +$120K +2,400 +9%
DAS
143
Dynamic Advisor Solutions
Arizona
$1.45M +$383K +7,625 +36%
TCWM
144
Total Clarity Wealth Management
Illinois
$1.44M +$909K +18,120 +172%
YIA
145
YHB Investment Advisors
Connecticut
$1.41M -$376K -7,500 -21%
Citigroup
146
Citigroup
New York
$1.41M +$70.4K +1,403 +5%
SPC
147
Sigma Planning Corp
Michigan
$1.38M -$274K -5,462 -17%
SCA
148
Snowden Capital Advisors
New York
$1.36M -$181K -3,614 -12%
CFGS
149
Concourse Financial Group Securities
Alabama
$1.35M +$176K +3,504 +15%
CPIG
150
Chicago Partners Investment Group
Illinois
$1.28M +$461K +9,189 +56%
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