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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.

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
1
Envestnet Asset Management
Illinois
$377M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$52.6M
3
BFG
3
Beacon Financial Group
Texas
$13.5M
4
SHGA
4
Sand Hill Global Advisors
California
$19.4M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$10.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$39.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$224M
4
Bank of America
4
Bank of America
North Carolina
$307M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$212M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$377M 7,515,325 +857,127 +13%
Bank of America
2
Bank of America
North Carolina
$307M 6,122,999 -593,535 -9%
BlackRock
3
BlackRock
New York
$294M 5,864,656 +3,553 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$224M 4,476,561 -789,976 -15%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$212M 4,226,816 -498,946 -11%
UBS Group
6
UBS Group
Switzerland
$137M 2,743,600 -79,413 -3%
LPL Financial
7
LPL Financial
California
$136M 2,712,029 -93,425 -3%
Wells Fargo
8
Wells Fargo
California
$121M 2,413,478 -256,038 -10%
TTSTC
9
Texas Treasury Safekeeping Trust Company
Texas
$102M 2,031,430 -4,478 -0.2%
Betterment LLC
10
Betterment LLC
New York
$67.8M 1,353,358 -256,875 -16%
Osaic Holdings
11
Osaic Holdings
Arizona
$64.1M 1,278,154 -279,891 -18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$61.7M 1,231,289 +80,993 +7%
SRC
13
Shufro Rose & Co
New York
$61.3M 1,223,901 -21,153 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$52.6M 1,049,416 +254,731 +32%
CCA
15
Clearwater Capital Advisors
Illinois
$46.5M 928,689 +50,022 +6%
Citadel Advisors
16
Citadel Advisors
Florida
$39.5M 788,399 -838,009 -52%
MML Investors Services
17
MML Investors Services
Massachusetts
$33.9M 677,371 -123,910 -15%
PAS
18
Park Avenue Securities
New York
$32.9M 657,078 +39,089 +6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$31.7M 631,997 -52,929 -8%
KPW
20
Kore Private Wealth
New York
$29.2M 581,871 – –
DCM
21
Donaldson Capital Management
Indiana
$27.6M 551,519 -111,422 -17%
ST
22
Smithfield Trust
Pennsylvania
$25.8M 515,214 -115,600 -18%
SAM
23
Securian Asset Management
Minnesota
$25.5M 508,370 – –
GWM
24
Geneos Wealth Management
Colorado
$22.2M 443,763 -3,583 -0.8%
SEI Investments
25
SEI Investments
Pennsylvania
$20.2M 398,810 +26,058 +7%
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