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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 %
FA
251
FDx Advisors
Illinois
$259K +$259K +5,265 New
RWA
252
Ropes Wealth Advisors
Massachusetts
$255K -$42.9K -870 -14%
HWM
253
Howard Wealth Management
Connecticut
$254K -$451K -9,147 -64%
MFS
254
Madrona Financial Services
Washington
$253K – – –
RA
255
RFG Advisory
Alabama
$252K +$26.4K +534 +12%
LG
256
LaFleur & Godfrey
Michigan
$247K -$762K -15,475 -76%
SBIA
257
Sheaff Brock Investment Advisors
Indiana
$246K – – –
CB
258
Cadence Bank
Mississippi
$244K – – –
SAM
259
Strategy Asset Managers
California
$240K -$21.5K -437 -8%
WWM
260
WJ Wealth Management
Arizona
$239K +$239K +4,850 New
FAM
261
Flaharty Asset Management
Florida
$237K – – –
AIM
262
Aspen Investment Management
Michigan
$236K – – –
BA
263
Bellwether Advisors
Nebraska
$236K -$102K -2,061 -30%
CIAS
264
CFS Investment Advisory Services
New Jersey
$235K -$11.6M -234,675 -98%
SW
265
SteelPeak Wealth
California
$232K -$9.61K -195 -4%
FAM
266
Formidable Asset Management
Ohio
$231K – – –
NCM
267
NCM Capital Management
New Jersey
$227K -$167K -3,387 -42%
DC
268
Davenport & Co
Virginia
$226K -$5.08K -103 -2%
ALS
269
Andrew L. Share
$225K – – –
Comerica Bank
270
Comerica Bank
Texas
$225K – – –
NCM
271
New Capital Management
Texas
$224K +$224K +4,542 New
RAG
272
RIA Advisory Group
Iowa
$222K +$222K +4,516 New
GL
273
Graypoint LLC
New York
$218K -$115K -2,337 -35%
BFEC
274
Benjamin F. Edwards & Company
Missouri
$218K +$24.6K +499 +13%
CTFG
275
Capstone Triton Financial Group
Oklahoma
$215K -$61.6K -1,250 -22%
9 10
11
12 13