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iShares Short Maturity Bond ETF
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Overview Fund Activity

381 hedge funds and large institutions have $2.54B invested in iShares Short Maturity Bond ETF in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+21
Holders Change %
+5.83%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.41%
New
68
Increased
106
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EG
Enstar Group
Bermuda
+$78M
2
RJA
Raymond James & Associates
Florida
+$13.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.31M
4
CCM
Crabel Capital Management
California
+$8.22M
5
First Trust Advisors
First Trust Advisors
Illinois
+$7.73M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$354M
2
Bank of America
Bank of America
North Carolina
-$123M
3
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$96.1M
4
LPL Financial
LPL Financial
California
-$61M
5
Osaic Holdings
Osaic Holdings
Arizona
-$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
151
Clearview Wealth Advisors
Oregon
$1.4M +$1.4M +27,977 New
LTI
152
Laffer Tengler Investments
Tennessee
$1.36M +$202K +4,037 +17%
CWA
153
Centennial Wealth Advisory
Michigan
$1.35M +$1.35M +26,991 New
HTC
154
Haverford Trust Company
Pennsylvania
$1.33M -$2.45M -48,785 -65%
MFP
155
Meridian Financial Partners
Virginia
$1.32M -$313K -6,238 -19%
OIA
156
OneDigital Investment Advisors
Kansas
$1.32M +$76.4K +1,523 +6%
SPIA
157
Steward Partners Investment Advisory
New York
$1.28M -$853K -16,994 -40%
RFC
158
Regions Financial Corp
Alabama
$1.25M – – –
LI
159
LVZ Inc
Michigan
$1.24M +$61.2K +1,221 +5%
CFGS
160
Concourse Financial Group Securities
Alabama
$1.23M -$3.88M -77,409 -76%
GIA
161
Gladstone Institutional Advisory
Florida
$1.21M +$21.5K +429 +2%
NEIRG
162
New England Investment & Retirement Group
Massachusetts
$1.17M -$351 -7 -0%
SAMC
163
Spectrum Asset Management (California)
California
$1.17M +$352K +7,015 +43%
FCA
164
FLC Capital Advisors
California
$1.16M -$258K -5,139 -18%
OPS
165
Orion Portfolio Solutions
Nebraska
$1.14M -$904K -18,022 -44%
OPWM
166
Oxinas Partners Wealth Management
Indiana
$1.14M +$1.14M +22,642 New
FAIM
167
Financial Advocates Investment Management
Washington
$1.13M -$35.7K -711 -3%
ECA
168
Elevated Capital Advisors
Utah
$1.1M +$72.8K +1,452 +7%
LG
169
LaFleur & Godfrey
Michigan
$1.08M +$577K +11,490 +115%
DAS
170
Dynamic Advisor Solutions
Arizona
$1.06M -$180K -3,585 -15%
SWM
171
Sugarloaf Wealth Management
Georgia
$1.03M +$500K +9,961 +94%
NFG
172
Next Financial Group
Texas
$1.02M -$55.5K -1,105 -5%
YIA
173
YHB Investment Advisors
Connecticut
$1.02M +$1.02M +20,300 New
COCM
174
Charter Oak Capital Management
New Hampshire
$1.02M +$1.02M +20,280 New
AIFAIM
175
American Institute for Advanced Investment Management
Arizona
$1.01M +$550K +10,970 +119%
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