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iShares Short Maturity Bond ETF
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Overview Fund Activity

360 hedge funds and large institutions have $2.67B invested in iShares Short Maturity Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-5
Holders Change %
-1.37%
% of All Funds
6.32%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
35
Increased
121
Reduced
134
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$61.7M
2
TFS
2
TrustCore Financial Services
Tennessee
$59.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$282M
4
BlackRock
4
BlackRock
New York
$276M
5
CI
5
Conning Inc
Connecticut
$12.4M

Top Sellers

1
EG
1
Enstar Group
Bermuda
$0
2
GWM
2
Geneos Wealth Management
Colorado
$297K
3
Bank of America
3
Bank of America
North Carolina
$295M
4
FTUS
4
Flow Traders U.S.
New York
$1.37M
5
Wells Fargo
5
Wells Fargo
California
$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
Howard Wealth Management
Connecticut
$1.78M -$77.3K -1,542 -4%
SFG
127
Summit Financial Group
West Virginia
$1.75M +$52.4K +1,045 +3%
OMC
128
Old Mission Capital
Illinois
$1.73M -$18.6M -371,800 -92%
IWC
129
Integrated Wealth Concepts
Massachusetts
$1.73M -$418K -8,338 -20%
LJAC
130
L.J. Altfest & Co
New York
$1.7M – – –
SWP
131
Summit Wealth Partners
Florida
$1.68M -$24.3K -484 -1%
AIFAIM
132
American Institute for Advanced Investment Management
Arizona
$1.67M +$164K +3,280 +11%
SFS
133
Sowell Financial Services
Arkansas
$1.61M +$62K +1,237 +4%
GKWIM
134
Gerber Kawasaki Wealth & Investment Management
California
$1.57M -$283K -5,638 -15%
WG
135
Watchman Group
Texas
$1.56M -$150K -2,997 -9%
SWM
136
Spire Wealth Management
Virginia
$1.55M -$66.3K -1,320 -4%
SIA
137
SeaBridge Investment Advisors
New Jersey
$1.55M +$9.53K +190 +0.6%
TCWM
138
Total Clarity Wealth Management
Illinois
$1.51M +$74.1K +1,478 +5%
LG
139
LaFleur & Godfrey
Michigan
$1.47M +$200K +3,995 +16%
CFGS
140
Concourse Financial Group Securities
Alabama
$1.44M +$87.7K +1,749 +6%
CAM
141
Crestone Asset Management
Colorado
$1.43M +$1.43M +28,427 New
AWM
142
AE Wealth Management
Kansas
$1.41M +$127K +2,531 +10%
KCA
143
Karn Couzens & Associates
Connecticut
$1.39M -$199K -3,965 -12%
KAS
144
Kestra Advisory Services
Texas
$1.39M -$176K -3,508 -11%
WIA
145
World Investment Advisors
California
$1.38M +$167K +3,339 +14%
FTUS
146
Flow Traders U.S.
New York
$1.37M -$18.9M -377,403 -93%
CCM
147
Crabel Capital Management
California
$1.37M -$2.11M -42,135 -61%
DAS
148
Dynamic Advisor Solutions
Arizona
$1.32M -$127K -2,535 -9%
WCM
149
Windsor Capital Management
Arizona
$1.32M -$224K -4,461 -15%
CPIG
150
Chicago Partners Investment Group
Illinois
$1.32M +$35.5K +709 +3%
4 5
6
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