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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 %
SAMC
201
Spectrum Asset Management (California)
California
$818K +$818K +16,320 New
Mariner
202
Mariner
Kansas
$812K – – –
PIMG
203
Patriot Investment Management Group
Tennessee
$810K +$311K +6,207 +62%
MIM
204
Moseley Investment Management
Florida
$802K +$5.16K +103 +0.6%
ACP
205
Aveo Capital Partners
Colorado
$780K +$20.1K +401 +3%
BI
206
Bramshill Investments
Florida
$757K -$10.8M -214,556 -93%
VWM
207
Venturi Wealth Management
Texas
$747K -$619K -12,344 -45%
IWM
208
IHT Wealth Management
Illinois
$732K -$77.3K -1,544 -10%
CFG
209
Cooper Financial Group
California
$718K -$17.9K -357 -2%
ICM
210
Intrepid Capital Management
Florida
$710K +$710K +14,165 New
AWS
211
Arkfeld Wealth Strategies
Nebraska
$706K -$17.5K -350 -2%
GI
212
GS Investments
Minnesota
$702K -$652K -13,000 -48%
UC
213
Unio Capital
New Jersey
$688K -$420K -8,379 -38%
IWP
214
Icon Wealth Partners
Texas
$680K +$90.5K +1,806 +15%
WI
215
Wintrust Investments
Illinois
$680K +$182K +3,641 +37%
SAM
216
Strategy Asset Managers
California
$678K +$169K +3,375 +33%
RSWM
217
Robertson Stephens Wealth Management
California
$669K -$651K -13,012 -49%
FWSM
218
First Wilshire Securities Management
California
$648K +$390K +7,787 +151%
PWA
219
Physician Wealth Advisors
Utah
$640K -$945K -18,861 -60%
PFT
220
Providence First Trust
Arizona
$630K -$33.5K -667 -5%
PCG
221
Private Capital Group
Connecticut
$626K +$140K +2,792 +29%
AWE
222
Avidian Wealth Enterprises
Texas
$624K +$18.4K +367 +3%
TFA
223
Teamwork Financial Advisors
Texas
$614K +$173K +3,459 +39%
TI
224
Tidal Investments
Wisconsin
$611K +$17.2K +343 +3%
LRIA
225
Leonard Rickey Investment Advisors
Washington
$606K +$1.35K +27 +0.2%
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