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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 %
AWS
201
Arkfeld Wealth Strategies
Nebraska
$656K -$100K -2,000 -13%
MWM
202
Meridian Wealth Management
Kentucky
$653K +$653K +13,016 New
PG
203
Patten Group
Tennessee
$644K +$69.6K +1,387 +12%
RCM
204
Requisite Capital Management
Texas
$631K +$631K +12,570 New
WI
205
Wintrust Investments
Illinois
$628K -$115K -2,283 -15%
KOMWMG
206
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$626K -$201K -4,004 -24%
MSFS
207
Main Street Financial Solutions
Pennsylvania
$610K -$108K -2,148 -15%
GRP
208
Global Retirement Partners
California
$602K +$19.7K +392 +3%
TWM
209
Tradition Wealth Management
Minnesota
$591K +$407K +8,102 +220%
MM
210
Meridian Management
Arkansas
$568K – – –
US Bancorp
211
US Bancorp
Minnesota
$567K -$13.6K -270 -2%
BWP
212
Bernardo Wealth Planning
Pennsylvania
$560K -$177K -3,538 -24%
MIM
213
Marco Investment Management
Georgia
$552K +$552K +11,000 New
DE
214
Day & Ennis
Georgia
$545K -$250K -4,992 -31%
PLFAM
215
Pineno Levin & Ford Asset Management
Virginia
$540K – – –
VC
216
Vicus Capital
Pennsylvania
$539K -$245K -4,881 -31%
TCWM
217
Total Clarity Wealth Management
Illinois
$529K +$529K +10,530 New
PFT
218
Providence First Trust
Arizona
$528K -$29.2K -582 -5%
KeyBank National Association
219
KeyBank National Association
Ohio
$519K – – –
HCM
220
Howard Capital Management
Georgia
$518K +$179K +3,563 +53%
C1AG
221
Client 1st Advisory Group
Florida
$517K -$39.8K -794 -7%
LGA
222
Lebenthal Global Advisors
New York
$506K – – –
SIA
223
Strategic Investment Advisors
Michigan
$502K -$461K -9,189 -48%
CAM
224
Cidel Asset Management
Ontario, Canada
$502K -$502K – –
TC
225
TownSquare Capital
Utah
$494K -$3.86K -77 -0.8%
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9
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