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iShares Short Maturity Bond ETF
NEAR

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 %
AW
251
ACG Wealth
Georgia
$296K – – –
VWA
252
V Wealth Advisors
Kansas
$295K -$492 -10 -0.2%
CSPAM
253
Cary Street Partners Asset Management
Virginia
$292K – – –
TWM
254
Tradition Wealth Management
Minnesota
$292K +$49 +1 +0%
CSI
255
Cross Staff Investments
New York
$288K – – –
WWM
256
Western Wealth Management
Colorado
$287K -$283K -5,721 -50%
IC
257
Inscription Capital
Texas
$286K – – –
FM
258
Foster & Motley
Ohio
$285K -$322K -6,521 -53%
ACI
259
Alpha Cubed Investments
California
$285K – – –
WS
260
Wedbush Securities
California
$271K +$99 +2 +0%
FA
261
FDx Advisors
Illinois
$266K +$641 +13 +0.2%
PAMG
262
Patton Albertson Miller Group
Tennessee
$264K +$264K +5,368 New
WG
263
Watchman Group
Texas
$261K -$566K -11,515 -68%
WA
264
Wealth Alliance
New York
$255K -$78K -1,581 -23%
RWA
265
Ropes Wealth Advisors
Massachusetts
$252K – – –
SBIA
266
Sheaff Brock Investment Advisors
Indiana
$246K – – –
CBN
267
Cadence Bank NA
Texas
$244K – – –
DC
268
Davenport & Co
Virginia
$238K +$238K +4,823 New
FAM
269
Flaharty Asset Management
Florida
$237K – – –
AIM
270
Aspen Investment Management
Michigan
$236K – – –
CIAS
271
CFS Investment Advisory Services
New Jersey
$234K -$11.4M -231,294 -98%
FAM
272
Formidable Asset Management
Ohio
$230K -$9.34K -190 -4%
IWN
273
Independent Wealth Network
Iowa
$230K +$230K +4,659 New
SW
274
SteelPeak Wealth
California
$225K -$103K -2,087 -31%
ALS
275
Andrew L. Share
$225K -$18.1K -369 -7%
9 10
11
12 13