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iShares Short Maturity Bond ETF
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Overview Fund Activity

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$375M
2
EG
2
Enstar Group
Bermuda
$45.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$301M
4
WTB
4
Washington Trust Bank
Washington
$15.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$226M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$252M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.29M
3
Wells Fargo
3
Wells Fargo
California
$70.7M
4
SLF
4
Sun Life Financial
Ontario, Canada
$53.8M
5
LPL Financial
5
LPL Financial
California
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
176
Patten Group
Tennessee
$1.03M +$274K +5,482 +36%
CL
177
CPWM LLC
Washington
$1.01M – – –
PWP
178
Personal Wealth Partners
Minnesota
$1.01M +$55.9K +1,119 +6%
LTI
179
Laffer Tengler Investments
Tennessee
$1.01M -$91.4K -1,829 -8%
IAG
180
Investment Advisory Group
Massachusetts
$1.01M +$1.01M +20,285 New
TFCP
181
Twin Focus Capital Partners
Massachusetts
$999K – – –
FCFC
182
First Citizens Financial Corp
Iowa
$996K +$996K +19,945 New
First Trust Advisors
183
First Trust Advisors
Illinois
$991K -$36.8K -737 -4%
SPC
184
Sigma Planning Corp
Michigan
$951K -$102K -2,043 -10%
OPWM
185
Oxinas Partners Wealth Management
Indiana
$950K -$288K -5,771 -23%
CAL
186
Capital Advisors Ltd
Ohio
$937K +$730K +14,620 +353%
CRWM
187
Castle Rock Wealth Management
California
$919K +$165K +3,307 +22%
Koshinski Asset Management
188
Koshinski Asset Management
Illinois
$896K -$74.6K -1,494 -8%
GC
189
Guggenheim Capital
Illinois
$885K -$35.8K -716 -4%
YWP
190
YorkBridge Wealth Partners
New York
$885K +$79.6K +1,593 +10%
NWM
191
NEIRG Wealth Management
Massachusetts
$844K +$844K +16,901 New
4WM
192
4J Wealth Management
Virginia
$831K -$26.3K -527 -3%
FAIM
193
Financial Advocates Investment Management
Washington
$829K -$72K -1,440 -8%
CAWM
194
Capital Advisors Wealth Management
Washington
$820K +$251K +5,024 +44%
CIAS
195
Capital Investment Advisory Services
North Carolina
$818K +$999 +20 +0.1%
LI
196
LVZ Inc
Michigan
$805K -$82K -1,642 -9%
PLFAM
197
Pineno Levin & Ford Asset Management
Virginia
$777K +$120K +2,400 +18%
SFP
198
Shepherd Financial Partners
Massachusetts
$774K -$257K -5,146 -25%
PIMG
199
Patriot Investment Management Group
Tennessee
$771K -$54.7K -1,096 -7%
GL
200
Graypoint LLC
New York
$763K +$76.1K +1,525 +11%
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