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iShares Short Maturity Bond ETF
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Overview Fund Activity

351 hedge funds and large institutions have $2.94B invested in iShares Short Maturity Bond ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 89 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-7
Holders Change %
-1.96%
% of All Funds
5.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.44%
New
39
Increased
89
Reduced
149
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$246M
2
Jane Street
2
Jane Street
New York
$43.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$373M
4
TC
4
TAP Consulting
Missouri
$33.7M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$32.7M

Top Sellers

1
EG
1
Enstar Group
Bermuda
$0
2
RVPG
2
Relative Value Partners Group
$13.4M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$234K
4
RBC
4
Roble Belko & Company
Pennsylvania
$11.1M
5
KA
5
Klingman & Associates
New York
$7.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
226
Laird Norton Wetherby Wealth Management
California
$397K – – –
NCM
227
NCM Capital Management
New Jersey
$394K -$4.98K -101 -1%
VW
228
Vance Wealth
California
$381K -$11.1K -226 -3%
TF
229
Trek Financial
Arizona
$381K +$381K +7,740 New
SG
230
Somerset Group
Minnesota
$376K – – –
MM
231
Main Management
California
$374K – – –
SOS
232
Silver Oak Securities
Tennessee
$370K +$370K +7,507 New
USCWA
233
U.S. Capital Wealth Advisors
Texas
$366K – – –
FHA
234
Flagship Harbor Advisors
Massachusetts
$356K -$19K -385 -5%
MFS
235
Madrona Financial Services
Washington
$351K – – –
NCM
236
Next Capital Management
New York
$342K +$18.9K +385 +6%
BA
237
Bellwether Advisors
Nebraska
$337K -$5.71K -116 -2%
BWP
238
Bernardo Wealth Planning
Pennsylvania
$335K -$11.4K -232 -3%
FCM
239
Firestone Capital Management
Florida
$334K – – –
CCM
240
Coldstream Capital Management
Washington
$333K +$333K +6,760 New
KWS
241
Keystone Wealth Services
California
$331K -$24.4K -496 -7%
FA
242
Fortis Advisors
Pennsylvania
$323K -$64K -1,300 -17%
CW
243
CreativeOne Wealth
Kansas
$315K -$241K -4,891 -43%
BWCS
244
Beirne Wealth Consulting Services
Connecticut
$307K +$307K +6,241 New
CWA
245
Clearview Wealth Advisors
Oregon
$306K +$591 +12 +0.2%
LWM
246
Ledge Wealth Management
Minnesota
$303K -$149K -3,022 -33%
KWM
247
KerberRose Wealth Management
Wisconsin
$301K +$301K +6,117 New
FCA
248
FLC Capital Advisors
California
$299K -$45.9K -931 -13%
EP
249
Eudaimonia Partners
Tennessee
$299K +$299K +6,069 New
CTFG
250
Capstone Triton Financial Group
Oklahoma
$298K -$739 -15 -0.2%
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10
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