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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 %
FVWA
126
Foster Victor Wealth Advisors
South Carolina
$1.98M +$74.8K +1,497 +4%
AIM
127
Avity Investment Management
Connecticut
$1.94M -$30K -600 -2%
Citigroup
128
Citigroup
New York
$1.93M +$832K +16,656 +76%
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$1.92M -$130K -2,605 -6%
NFG
130
Nations Financial Group
Iowa
$1.87M -$1.76M -35,211 -48%
AIFAIM
131
American Institute for Advanced Investment Management
Arizona
$1.77M +$109K +2,180 +7%
SFG
132
Summit Financial Group
West Virginia
$1.76M +$17.5K +350 +1%
KWM
133
Kingsview Wealth Management
Oregon
$1.68M -$156K -3,119 -8%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$1.67M +$747K +14,965 +81%
FWM
135
Fortress Wealth Management
California
$1.65M +$1.65M +33,027 New
AA
136
Ancora Advisors
Ohio
$1.62M +$444K +8,900 +38%
WA
137
Waddell & Associates
Tennessee
$1.62M +$1.62M +32,456 New
HW
138
Hancock Whitney
Mississippi
$1.62M -$678K -13,577 -30%
SAM
139
Strategic Asset Management
Minnesota
$1.61M -$201K -4,018 -11%
TCWM
140
Total Clarity Wealth Management
Illinois
$1.58M +$73.9K +1,480 +5%
WG
141
Watchman Group
Texas
$1.57M +$11.6K +232 +0.7%
SWM
142
Spire Wealth Management
Virginia
$1.57M +$21.8K +437 +1%
SIA
143
SeaBridge Investment Advisors
New Jersey
$1.57M +$19K +380 +1%
CFGS
144
Concourse Financial Group Securities
Alabama
$1.5M +$63.3K +1,266 +4%
SWP
145
Summit Wealth Partners
Florida
$1.49M -$190K -3,802 -11%
DWM
146
Dakota Wealth Management
Florida
$1.48M -$684K -13,687 -32%
HWM
147
Howard Wealth Management
Connecticut
$1.45M -$320K -6,417 -18%
SFS
148
Sowell Financial Services
Arkansas
$1.45M -$160K -3,197 -10%
HIP
149
HUB Investment Partners
Texas
$1.42M +$307K +6,152 +28%
AWA
150
Aletheian Wealth Advisors
Washington
$1.41M +$1.41M +28,286 New
4 5
6
7 8