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iShares Short Maturity Bond ETF
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Overview Fund Activity

358 hedge funds and large institutions have $3.04B invested in iShares Short Maturity Bond ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 84 increasing their positions, 155 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+22
Holders Change %
+6.55%
% of All Funds
5.78%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
59
Increased
84
Reduced
155
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$195M
2
USAA
2
United Services Automobile Association
Texas
$93.6M
3
PA
3
Planning Alternatives
Michigan
$59.2M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$45.4M
5
Bank of America
5
Bank of America
North Carolina
$434M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$113M
3
Wells Fargo
3
Wells Fargo
California
$82.4M
4
RCS
4
Retirement Capital Strategies
California
$208K
5
ICG
5
InterOcean Capital Group
Tennessee
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
226
Alpha Cubed Investments
California
$351K +$66.3K +1,345 +23%
CCG
227
Capital CS Group
California
$351K -$41.7K -847 -11%
DAS
228
Dynamic Advisor Solutions
Arizona
$348K +$64.2K +1,304 +23%
NCM
229
Next Capital Management
New York
$343K – – –
USCWA
230
U.S. Capital Wealth Advisors
Texas
$341K – – –
FCM
231
Firestone Capital Management
Florida
$334K – – –
SPAS
232
Spectrum Planning & Advisory Services
California
$328K -$21.7K -441 -6%
BCMO
233
Buckingham Capital Management (Ohio)
Ohio
$317K -$647K -13,130 -67%
MIH
234
Meitav Investment House
Israel
$317K – – –
RCG
235
Regatta Capital Group
California
$316K +$316K +6,422 New
BNP Paribas Financial Markets
236
BNP Paribas Financial Markets
France
$312K +$312K +6,342 New
FFA
237
Farther Finance Advisors
California
$308K +$308K +6,257 New
AR
238
Apeiron RIA
Texas
$308K -$60.6K -1,229 -16%
FCA
239
FLC Capital Advisors
California
$299K – – –
AWG
240
Altus Wealth Group
Colorado
$298K +$298K +6,057 New
CSPAM
241
Cary Street Partners Asset Management
Virginia
$292K – – –
LWM
242
Ledge Wealth Management
Minnesota
$291K +$291K +5,900 New
GSIAS
243
Garden State Investment Advisory Services
New Jersey
$288K +$288K +5,850 New
IC
244
Inscription Capital
Texas
$286K – – –
IAIM
245
International Assets Investment Management
Florida
$281K +$43.3K +878 +18%
CCM
246
Coldstream Capital Management
Washington
$276K +$276K +5,597 New
IWN
247
Independent Wealth Network
Iowa
$274K -$9.56K -194 -3%
FHA
248
Flagship Harbor Advisors
Massachusetts
$266K -$51.1K -1,038 -16%
PAMG
249
Patton Albertson Miller Group
Tennessee
$264K – – –
CW
250
CreativeOne Wealth
Kansas
$264K +$1.97K +40 +0.8%
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10
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