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iShares Short Maturity Bond ETF
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Overview Fund Activity

365 hedge funds and large institutions have $2.71B invested in iShares Short Maturity Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-9
Holders Change %
-2.41%
% of All Funds
6.37%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
29
Increased
121
Reduced
150
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$316M
2
Morgan Stanley
2
Morgan Stanley
New York
$267M
3
SLF
3
Sun Life Financial
Ontario, Canada
$83M
4
OMC
4
Old Mission Capital
Illinois
$20.4M
5
FTUS
5
Flow Traders U.S.
New York
$20.3M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$21.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$0
3
CCM
3
Crabel Capital Management
California
$3.48M
4
RJA
4
Raymond James & Associates
Florida
$10.5M
5
EG
5
Enstar Group
Bermuda
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFO
201
Independent Family Office
New York
$692K – – –
PG
202
Patten Group
Tennessee
$691K +$47.5K +946 +7%
PWM
203
PRW Wealth Management
Massachusetts
$691K +$691K +13,773 New
NAM
204
NTV Asset Management
West Virginia
$662K -$60.2K -1,201 -8%
Bank of New York Mellon
205
Bank of New York Mellon
New York
$635K +$342K +6,823 +117%
PLFAM
206
Pineno Levin & Ford Asset Management
Virginia
$630K +$90.3K +1,800 +17%
TWM
207
Tradition Wealth Management
Minnesota
$629K +$37.8K +753 +6%
KOMWMG
208
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$607K -$19.3K -385 -3%
COCM
209
Charter Oak Capital Management
New Hampshire
$598K -$673K -13,400 -53%
US Bancorp
210
US Bancorp
Minnesota
$567K – – –
GRP
211
Global Retirement Partners
California
$559K -$42.5K -847 -7%
NFG
212
Next Financial Group
Texas
$554K -$164K -3,269 -23%
BCI
213
Brinker Capital Investments
Pennsylvania
$541K -$120K -2,387 -18%
FM
214
Foster & Motley
Ohio
$538K +$52.8K +1,051 +11%
PFT
215
Providence First Trust
Arizona
$529K +$1K +20 +0.2%
5L
216
55I LLC
Massachusetts
$528K -$177K -3,521 -25%
HCM
217
Howard Capital Management
Georgia
$518K – – –
KeyBank National Association
218
KeyBank National Association
Ohio
$518K – – –
LGA
219
Lebenthal Global Advisors
New York
$506K – – –
CAM
220
Cidel Asset Management
Ontario, Canada
$502K -$502K – –
TC
221
TownSquare Capital
Utah
$494K – – –
FCA
222
FLC Capital Advisors
California
$487K -$483K -9,636 -50%
MSFS
223
Main Street Financial Solutions
Pennsylvania
$487K -$122K -2,442 -20%
AFS
224
Access Financial Services
Minnesota
$484K +$211K +4,202 +77%
EWA
225
EP Wealth Advisors
California
$483K -$5.22K -104 -1%
7 8
9
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