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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 %
AWM
151
AE Wealth Management
Kansas
$1.28M -$1.56M -31,195 -55%
LG
152
LaFleur & Godfrey
Michigan
$1.27M -$257K -5,115 -17%
IF
153
Intrua Financial
Texas
$1.26M -$107K -2,126 -8%
OIA
154
OneDigital Investment Advisors
Kansas
$1.23M -$45K -897 -4%
OPWM
155
Oxinas Partners Wealth Management
Indiana
$1.22M +$93.7K +1,869 +8%
WIA
156
World Investment Advisors
California
$1.21M -$1K -20 -0.1%
LTI
157
Laffer Tengler Investments
Tennessee
$1.21M +$35.3K +703 +3%
GI
158
GS Investments
Minnesota
$1.2M +$502K +10,000 +71%
HIP
159
HUB Investment Partners
Texas
$1.16M -$381K -7,594 -25%
AA
160
Ancora Advisors
Ohio
$1.16M -$240K -4,778 -17%
PIMG
161
Patriot Investment Management Group
Tennessee
$1.13M +$337K +6,725 +42%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$1.13M +$715K +14,256 +171%
BCA
163
Bay Colony Advisors
Massachusetts
$1.11M +$1.11M +22,162 New
CIAS
164
Capital Investment Advisory Services
North Carolina
$1.11M -$259K -5,156 -19%
FAIM
165
Financial Advocates Investment Management
Washington
$1.1M +$81.1K +1,453 +8%
AIP
166
Ahrens Investment Partners
Louisiana
$1.06M -$100K -2,000 -9%
HWMA
167
Heritage Wealth Management (Arizona)
Arizona
$1.05M +$54.2K +1,080 +5%
CL
168
CPWM LLC
Washington
$1.01M +$1.01M +20,215 New
HI
169
Harbour Investments
Wisconsin
$1M +$23K +458 +2%
FGAM
170
Financial Gravity Asset Management
Texas
$1M -$542K -10,804 -35%
TFCP
171
Twin Focus Capital Partners
Massachusetts
$1M +$1M +20,000 New
FWSM
172
First Wilshire Securities Management
California
$965K +$50.2K +1,000 +5%
PWP
173
Personal Wealth Partners
Minnesota
$960K -$82.3K -1,640 -8%
UWPG
174
Ullmann Wealth Partners Group
Florida
$953K +$49.7K +991 +6%
CWS
175
Cypress Wealth Services
California
$941K -$556K -11,081 -37%
5 6
7
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