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iShares Short Maturity Bond ETF
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Overview Fund Activity

374 hedge funds and large institutions have $2.61B invested in iShares Short Maturity Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
6.59%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
37
Increased
103
Reduced
175
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLF
Sun Life Financial
Ontario, Canada
$49.9M
2
Bank of America
Bank of America
North Carolina
$234M
3
Morgan Stanley
Morgan Stanley
New York
$228M
4
CCM
Crabel Capital Management
California
$22.5M
5
TFS
TrustCore Financial Services
Tennessee
$25.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$14.3M
2
BlackRock
BlackRock
New York
$265M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.04M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.17M
5
ST
Smithfield Trust
Pennsylvania
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
176
Ullmann Wealth Partners Group
Florida
$904K +$151 +3 +0%
WC
177
Whitney & Co
New York
$880K -$113K -2,244 -11%
4WM
178
4J Wealth Management
Virginia
$880K -$21.8K -434 -2%
JWCA
179
J.W. Cole Advisors
Florida
$849K +$76.4K +1,523 +10%
NF
180
Nikulski Financial
Iowa
$845K +$389K +7,748 +85%
YWP
181
YorkBridge Wealth Partners
New York
$830K -$605K -12,040 -42%
CPIG
182
Chicago Partners Investment Group
Illinois
$824K +$165K +3,291 +25%
VAG
183
VisionPoint Advisory Group
Texas
$808K -$160K -3,185 -17%
PIMG
184
Patriot Investment Management Group
Tennessee
$797K +$49.4K +985 +7%
First Trust Advisors
185
First Trust Advisors
Illinois
$780K -$8.43M -168,132 -92%
Mariner
186
Mariner
Kansas
$768K -$44K -877 -5%
NEIRG
187
New England Investment & Retirement Group
Massachusetts
$767K -$404K -8,057 -35%
NAM
188
NTV Asset Management
West Virginia
$723K +$723K +14,403 New
NFG
189
Next Financial Group
Texas
$719K -$301K -5,989 -29%
SWP
190
Stratos Wealth Partners
Ohio
$714K +$36.5K +728 +5%
5L
191
55I LLC
Massachusetts
$705K -$221K -4,407 -24%
GI
192
GS Investments
Minnesota
$703K – – –
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$698K +$31.3K +624 +5%
IDA
194
Intelligence Driven Advisers
California
$697K – – –
IAIM
195
International Assets Investment Management
Florida
$696K +$380K +8,585 +120%
IFO
196
Independent Family Office
New York
$692K +$692K +13,794 New
TWM
197
TriaGen Wealth Management
California
$684K – – –
FCM
198
Firestone Capital Management
Florida
$675K -$135K -2,695 -17%
CWA
199
Clearview Wealth Advisors
Oregon
$672K -$731K -14,580 -52%
BCI
200
Brinker Capital Investments
Pennsylvania
$661K -$209K -4,165 -24%
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