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iShares Short Maturity Bond ETF
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Overview Fund Activity

360 hedge funds and large institutions have $2.67B invested in iShares Short Maturity Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-5
Holders Change %
-1.37%
% of All Funds
6.32%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
35
Increased
121
Reduced
134
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$61.7M
2
TFS
2
TrustCore Financial Services
Tennessee
$59.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$282M
4
BlackRock
4
BlackRock
New York
$276M
5
CI
5
Conning Inc
Connecticut
$12.4M

Top Sellers

1
EG
1
Enstar Group
Bermuda
$0
2
GWM
2
Geneos Wealth Management
Colorado
$297K
3
Bank of America
3
Bank of America
North Carolina
$295M
4
FTUS
4
Flow Traders U.S.
New York
$1.37M
5
Wells Fargo
5
Wells Fargo
California
$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
201
Graypoint LLC
New York
$690K -$124K -2,475 -15%
WC
202
Whitney & Co
New York
$671K -$177K -3,524 -21%
IFO
203
Independent Family Office
New York
$667K -$25.1K -500 -4%
PLFAM
204
Pineno Levin & Ford Asset Management
Virginia
$660K +$30.1K +600 +5%
TWM
205
Tradition Wealth Management
Minnesota
$654K +$25.2K +502 +4%
SFG
206
Sovereign Financial Group
Connecticut
$623K +$623K +12,434 New
FM
207
Foster & Motley
Ohio
$599K +$61.4K +1,225 +11%
UWPG
208
Ullmann Wealth Partners Group
Florida
$594K -$359K -7,158 -38%
MSFS
209
Main Street Financial Solutions
Pennsylvania
$572K +$84.9K +1,693 +17%
BWP
210
Bernardo Wealth Planning
Pennsylvania
$571K +$116K +2,309 +25%
CAWM
211
Capital Advisors Wealth Management
Washington
$571K +$571K +11,396 New
NFG
212
Next Financial Group
Texas
$569K +$14.7K +292 +3%
GRP
213
Global Retirement Partners
California
$559K – – –
PFT
214
Providence First Trust
Arizona
$529K +$1K +20 +0.2%
KeyBank National Association
215
KeyBank National Association
Ohio
$523K +$5.01K +100 +1%
TC
216
TownSquare Capital
Utah
$523K +$29.3K +584 +6%
TP
217
Tranquility Partners
Tennessee
$520K -$417K -8,302 -44%
Federated Hermes
218
Federated Hermes
Pennsylvania
$517K +$517K +10,315 New
CAM
219
Cidel Asset Management
Ontario, Canada
$501K +$501K +10,000 New
WFO
220
Wealthgate Family Office
Colorado
$501K +$501K +10,000 New
MWM
221
Mattern Wealth Management
Kansas
$497K -$9.68M -193,102 -95%
VC
222
Vicus Capital
Pennsylvania
$456K -$21.4K -426 -4%
MM
223
Meridian Management
Arkansas
$449K – – –
5L
224
55I LLC
Massachusetts
$438K -$90.3K -1,799 -17%
LGA
225
Lebenthal Global Advisors
New York
$436K -$70.2K -1,400 -14%
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9
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