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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$295M 5,892,481 -416,087 -7%
Morgan Stanley
2
Morgan Stanley
New York
$282M 5,614,666 +293,262 +6%
BlackRock
3
BlackRock
New York
$276M 5,498,360 +272,775 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$212M 4,226,925 -83 -0%
UBS Group
5
UBS Group
Switzerland
$126M 2,505,040 -119,959 -5%
Wells Fargo
6
Wells Fargo
California
$89M 1,776,020 -376,729 -17%
SLF
7
Sun Life Financial
Ontario, Canada
$70.7M 1,409,259 -244,357 -15%
LPL Financial
8
LPL Financial
California
$66.9M 1,334,008 +80,404 +6%
BI
9
Bramshill Investments
Florida
$61.7M 1,231,139 +989,318 +409%
TFS
10
TrustCore Financial Services
Tennessee
$59.7M 1,190,914 +601,426 +102%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$51.4M 1,024,249 +8,607 +0.8%
CCA
12
Clearwater Capital Advisors
Illinois
$45M 897,142 +13,679 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$41.2M 821,358 -222,136 -21%
DCM
14
Donaldson Capital Management
Indiana
$39.2M 781,589 +73,777 +10%
KPW
15
Kore Private Wealth
New York
$29.2M 581,871 – –
SAM
16
Securian Asset Management
Minnesota
$25M 498,610 – –
Citadel Advisors
17
Citadel Advisors
Florida
$24.9M 497,297 +200,981 +68%
CT
18
Columbia Trust
Oregon
$24.6M 491,545 +226,976 +86%
Osaic Holdings
19
Osaic Holdings
Arizona
$23.4M 467,248 -21,227 -4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$21.3M 423,978 +8,651 +2%
RBC
21
Roble Belko & Company
Pennsylvania
$20.9M 416,324 +215,227 +107%
SRC
22
Shufro Rose & Co
New York
$20.9M 416,287 -3,545 -0.8%
KA
23
Klingman & Associates
New York
$16.9M 336,264 -7,379 -2%
MML Investors Services
24
MML Investors Services
Massachusetts
$16.2M 322,710 -251,263 -44%
RVPG
25
Relative Value Partners Group
$16M 318,216 +200,463 +170%
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