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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 %
TFGT
326
TS Financial Group (TSFG)
Illinois
$13K – – –
Bank of Montreal
327
Bank of Montreal
Ontario, Canada
$13K +$2.45K +49,642 +23%
GFPC
328
Global Financial Private Client
Florida
$9.85K – – –
GWSG
329
GPS Wealth Strategies Group
Colorado
$8K – – –
CSB
330
City State Bank
Iowa
$8K – – –
RIM
331
Rockbridge Investment Management
New York
$6.55K – – –
AIM
332
Anchor Investment Management
South Carolina
$6.16K – – –
SCA
333
Stonebridge Capital Advisors
Minnesota
$6K +$6K +120 New
BCMLT
334
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K – – –
HNB
335
Huntington National Bank
Ohio
$5K -$89K – –
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.58K – – –
IRC
337
Investors Research Corp
Georgia
$4K – – –
JFA
338
JNBA Financial Advisors
Minnesota
$4K – – –
BTI
339
Blue Trust Inc
Georgia
$4K +$4K +85 New
PB
340
Pinnacle Bancorp
Nebraska
$3K – – –
TCWA
341
Ten Capital Wealth Advisors
Washington
$3K – – –
GI
342
Gradient Investments
Minnesota
$3K +$3K +65 New
PO
343
Private Ocean
California
$2K – – –
AWM
344
Avior Wealth Management
Nebraska
$2K – – –
HCP
345
Hexagon Capital Partners
Arkansas
$2K – – –
NFSG
346
Newbridge Financial Services Group
Florida
$2K +$2K +41 New
AWM
347
AllSquare Wealth Management
New York
$1K – – –
CFD
348
Creative Financial Designs
Indiana
$1K – – –
IFO
349
Independent Family Office
New York
$655 -$100 -2,024 -13%
IAIM
350
International Assets Investment Management
Florida
$238 – +1 +0%
12 13
14
15 16