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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 %
FAT
276
First American Trust
California
$214K -$63K -1,278 -23%
MCM
277
Mattern Capital Management
Colorado
$213K +$213K +4,331 New
AUB
278
Atlantic Union Bankshares
Virginia
$213K – – –
PAG
279
Private Advisor Group
New Jersey
$212K -$175K -67,573 -45%
Lido Advisors
280
Lido Advisors
California
$211K – – –
PCA
281
Prosperity Capital Advisors
Ohio
$208K +$208K +4,229 New
RCS
282
Retirement Capital Strategies
California
$208K -$21.5M -436,480 -99%
RF
283
Rollins Financial
Georgia
$208K – – –
RFN
284
Redwood Financial Network
Ohio
$207K -$256K -5,196 -55%
MFA
285
Mayflower Financial Advisors
Massachusetts
$207K – – –
NA
286
NewEdge Advisors
Louisiana
$205K -$18.2K -8,242 -8%
OCM
287
One Capital Management
California
$203K – – –
TWM
288
TriaGen Wealth Management
California
$201K -$19.7K -400 -9%
RWPA
289
Richard W. Paul & Associates
Michigan
$197K +$197K +4,006 New
TWM
290
Tradition Wealth Management
Minnesota
$183K -$10.1K -205 -5%
IA
291
IFP Advisors
Florida
$175K +$5.02K +100 +3%
S
292
SignatureFD
Georgia
$160K +$149K +3,031 +1,457%
ASN
293
Advisory Services Network
Georgia
$150K +$150K +3,053 New
PK
294
Pflug Koory
Nebraska
$145K – – –
CA
295
Clearstead Advisors
Ohio
$143K +$143K +2,895 New
TFGT
296
TS Financial Group (TSFG)
Illinois
$137K +$123K +2,500 +912%
MCC
297
Money Concepts Capital
Florida
$123K +$123K +2,501 New
GEA
298
Glen Eagle Advisors
New Jersey
$113K – – –
LIA
299
Luken Investment Analytics
Tennessee
$109K +$109K +2,211 New
HI
300
Harbour Investments
Wisconsin
$91.3K -$53.4K -1,083 -37%
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