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iShares Short Maturity Bond ETF
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Overview Fund Activity

360 hedge funds and large institutions have $3.33B invested in iShares Short Maturity Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 152 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-10
Holders Change %
-2.7%
% of All Funds
7.28%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.42%
New
29
Increased
152
Reduced
133
Closed
34
Calls
–
Puts
$2.63M
Net Calls
-$2.63M
Net Calls Change
-$2.63M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$377M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$52.6M
3
BFG
Beacon Financial Group
Texas
$13.5M
4
SHGA
Sand Hill Global Advisors
California
$19.4M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$10.5M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$39.5M
3
Morgan Stanley
Morgan Stanley
New York
$224M
4
Bank of America
Bank of America
North Carolina
$307M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
151
Personal Wealth Partners
Minnesota
$1.43M +$119K +2,378 +9%
FCA
152
FLC Capital Advisors
California
$1.41M -$1.42M -28,398 -50%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$1.41M +$447K +8,933 +47%
SHJ
154
Sharkey, Howes & Javer
Colorado
$1.38M +$29.1K +580 +2%
MA
155
Mutual Advisors
Nebraska
$1.33M -$58.4K -1,166 -4%
TF
156
Trek Financial
Arizona
$1.31M +$197K +3,939 +18%
OMC
157
Old Mission Capital
Illinois
$1.31M -$771K -15,381 -37%
NGA
158
Naples Global Advisors
Florida
$1.3M +$858K +17,120 +193%
Deutsche Bank
159
Deutsche Bank
Germany
$1.27M -$689K -13,737 -35%
AA
160
Ancora Advisors
Ohio
$1.27M +$385K +7,696 +44%
RFC
161
Regions Financial Corp
Alabama
$1.25M – – –
C1AG
162
Client 1st Advisory Group
Florida
$1.24M -$2.56M -51,142 -67%
OIA
163
OneDigital Investment Advisors
Kansas
$1.24M +$11.3K +226 +0.9%
DAS
164
Dynamic Advisor Solutions
Arizona
$1.24M +$18.4K +368 +2%
BHWM
165
Bay Harbor Wealth Management
Maryland
$1.23M +$202K +4,028 +20%
FM
166
Foster & Motley
Ohio
$1.2M +$250K +4,991 +26%
LWM
167
Liberty Wealth Management
California
$1.19M +$161K +3,218 +16%
GIA
168
Gladstone Institutional Advisory
Florida
$1.19M -$43.3K -865 -4%
LI
169
LVZ Inc
Michigan
$1.18M +$10.3K +206 +0.9%
NEIRG
170
New England Investment & Retirement Group
Massachusetts
$1.17M +$187K +3,727 +19%
FAIM
171
Financial Advocates Investment Management
Washington
$1.16M -$719K -14,341 -38%
LTI
172
Laffer Tengler Investments
Tennessee
$1.16M +$703K +14,030 +155%
WPC
173
White Pine Capital
Minnesota
$1.13M +$866K +17,295 +334%
VC
174
Vicus Capital
Pennsylvania
$1.12M -$52.6K -1,049 -4%
MCM
175
Makena Capital Management
California
$1.11M +$34.6K +691 +3%
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