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iShares Short Maturity Bond ETF
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Overview Fund Activity

358 hedge funds and large institutions have $2.57B invested in iShares Short Maturity Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 145 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-7
Holders Change %
-1.92%
% of All Funds
5.67%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.36%
New
42
Increased
99
Reduced
145
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
$105M
2
Morgan Stanley
Morgan Stanley
New York
$337M
3
Wells Fargo
Wells Fargo
California
$108M
4
SRC
Shufro Rose & Co
New York
$46.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$47.5M

Top Sellers

1
BlackRock
BlackRock
New York
$84.8M
2
Bank of America
Bank of America
North Carolina
$176M
3
UIA
UBP Investment Advisors
Switzerland
$940K
4
WTB
Washington Trust Bank
Washington
$710K
5
SLF
Sun Life Financial
Ontario, Canada
$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
226
Vicus Capital
Pennsylvania
$452K +$297 +6 +0.1%
MM
227
Meridian Management
Arkansas
$445K +$744 +15 +0.2%
SF
228
Synovus Financial
Georgia
$433K +$142K +2,869 +49%
T
229
TCWP
Ohio
$422K -$6.4M -129,331 -94%
JSW
230
Journey Strategic Wealth
New Jersey
$416K -$34.7K -700 -8%
MPW
231
MA Private Wealth
California
$405K -$128K -2,575 -24%
NCM
232
NCM Capital Management
New Jersey
$401K +$401K +8,092 New
LNWWM
233
Laird Norton Wetherby Wealth Management
California
$400K -$130K -2,623 -25%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$397K +$165K +3,327 +71%
VW
235
Vance Wealth
California
$395K -$28.9K -582 -7%
AR
236
Apeiron RIA
Texas
$393K -$99 -2 -0%
PA
237
Parallel Advisors
California
$393K – – –
FA
238
Fortis Advisors
Pennsylvania
$390K +$447 +9 +0.1%
NWM
239
Northwest Wealth Management
Iowa
$389K – – –
RFWA
240
RPg Family Wealth Advisory
Massachusetts
$380K +$128K +2,585 +51%
SG
241
Somerset Group
Minnesota
$379K – – –
FHA
242
Flagship Harbor Advisors
Massachusetts
$378K -$89.3K -1,799 -19%
MM
243
Main Management
California
$376K – – –
USCWA
244
U.S. Capital Wealth Advisors
Texas
$368K -$14.5K -293 -4%
KWS
245
Keystone Wealth Services
California
$358K -$128K -2,571 -26%
MFS
246
Madrona Financial Services
Washington
$353K – – –
Bank of New York Mellon
247
Bank of New York Mellon
New York
$351K +$351K +7,081 New
BWP
248
Bernardo Wealth Planning
Pennsylvania
$348K -$178K -3,599 -34%
FCA
249
FLC Capital Advisors
California
$347K -$66.6K -1,342 -16%
BA
250
Bellwether Advisors
Nebraska
$344K -$1.83K -37 -0.5%
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