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iShares Short Maturity Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $3B invested in iShares Short Maturity Bond ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 149 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
-15
Holders Change %
-4.27%
% of All Funds
5.81%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.48%
New
33
Increased
82
Reduced
149
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$398M
2
TC
2
TAP Consulting
Missouri
$101M
3
EWA
3
EP Wealth Advisors
California
$279M
4
RCS
4
Retirement Capital Strategies
California
$21.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$143M
2
SRC
2
Shufro Rose & Co
New York
$8.21M
3
SAM
3
Strategic Asset Management
Minnesota
$1.43M
4
Jane Street
4
Jane Street
New York
$15.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.58K – – –
JFA
327
JNBA Financial Advisors
Minnesota
$4K – – –
IRC
328
Investors Research Corp
Georgia
$4K – – –
BTI
329
Blue Trust Inc
Georgia
$4K – – –
DBG
330
De Burlo Group
Massachusetts
$3.45K +$3.45K +70 New
TCWA
331
Ten Capital Wealth Advisors
Washington
$3K – – –
HCP
332
Hexagon Capital Partners
Arkansas
$2K – – –
NFSG
333
Newbridge Financial Services Group
Florida
$2K – – –
FA
334
Flagstar Advisors
New York
$1.97K +$1.97K +39 New
AWM
335
AllSquare Wealth Management
New York
$1K – – –
CFD
336
Creative Financial Designs
Indiana
$1K – – –
Allspring Global Investments
337
Allspring Global Investments
North Carolina
– -$17.4M -354,009 Closed
SW
338
Signify Wealth
Missouri
– -$16.3M -330,295 Closed
DP
339
Denver PWM
Colorado
– -$8.76M -177,861 Closed
ASN
340
Advisory Services Network
Georgia
– -$3.93M -79,769 Closed
AP
341
Advisors Preferred
Maryland
– -$3.02M -61,370 Closed
RHP
342
Royal Harbor Partners
Texas
– -$2.94M -59,772 Closed
JPMorgan Chase & Co
343
JPMorgan Chase & Co
New York
– -$2.83M -57,368 Closed
NFG
344
Nations Financial Group
Iowa
– -$2.64M -53,560 Closed
SIA
345
SeaBridge Investment Advisors
New Jersey
– -$1.54M -31,330 Closed
TSS
346
Two Sigma Securities
New York
– -$1.12M -22,800 Closed
JSL
347
JT Stratford LLC
Georgia
– -$1M -20,350 Closed
NWA
348
Navis Wealth Advisors
New York
– -$634K -12,874 Closed
1WM
349
1900 Wealth Management
Texas
– -$607K -12,322 Closed
CAWM
350
Capital Advisors Wealth Management
Washington
– -$590K -11,982 Closed
12 13
14
15 16