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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 %
CG
176
CFO4Life Group
Texas
$1.08M +$181K +3,621 +20%
NFG
177
Next Financial Group
Texas
$1.07M +$65.8K +1,312 +7%
FCM
178
Firestone Capital Management
Florida
$1.06M -$20K -400 -2%
BCI
179
Brinker Capital Investments
Pennsylvania
$1.05M -$149K -2,982 -12%
VAG
180
VisionPoint Advisory Group
Texas
$1.04M +$6.36K +127 +0.6%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$1.04M +$269K +5,367 +35%
ECA
182
Elevated Capital Advisors
Utah
$1.03M -$86.1K -1,716 -8%
TCA
183
Transcend Capital Advisors
New Jersey
$1.02M +$1.02M +20,292 New
WC
184
Whitney & Co
New York
$1.01M -$9.91M -197,787 -91%
WP
185
WealthShield Partners
North Carolina
$1M +$137K +2,741 +16%
FTUS
186
Flow Traders U.S.
New York
$992K -$148K -2,958 -13%
SFP
187
Shepherd Financial Partners
Massachusetts
$983K +$762K +15,204 +345%
GC
188
Guggenheim Capital
Illinois
$959K +$188K +3,746 +24%
GL
189
Graypoint LLC
New York
$946K -$118K -2,345 -11%
ACS
190
Archford Capital Strategies
Illinois
$944K +$27.2K +544 +3%
UWPG
191
Ullmann Wealth Partners Group
Florida
$917K +$121K +2,421 +15%
AIP
192
Ahrens Investment Partners
Louisiana
$917K +$917K +18,300 New
AAS
193
Avantax Advisory Services
Texas
$912K +$257K +5,132 +39%
TP
194
Tranquility Partners
Tennessee
$902K +$109K +2,181 +14%
FA
195
FDx Advisors
Illinois
$888K +$10.5K +210 +1%
SWM
196
Sugarloaf Wealth Management
Georgia
$880K -$1.16M -13,966 -57%
KOMWMG
197
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$839K +$580K +11,576 +224%
I
198
INVST
Indiana
$833K +$144K +2,871 +21%
WQ
199
Wealth Quarterback
New Jersey
$828K – – –
CCM
200
Crabel Capital Management
California
$824K +$824K +16,440 New
6 7
8
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