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iShares Short Maturity Bond ETF
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Overview Fund Activity

358 hedge funds and large institutions have $2.57B invested in iShares Short Maturity Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 145 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-7
Holders Change %
-1.92%
% of All Funds
5.67%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.36%
New
42
Increased
99
Reduced
145
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
$105M
2
Morgan Stanley
Morgan Stanley
New York
$337M
3
Wells Fargo
Wells Fargo
California
$108M
4
SRC
Shufro Rose & Co
New York
$46.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$47.5M

Top Sellers

1
BlackRock
BlackRock
New York
$84.8M
2
Bank of America
Bank of America
North Carolina
$176M
3
UIA
UBP Investment Advisors
Switzerland
$940K
4
WTB
Washington Trust Bank
Washington
$710K
5
SLF
Sun Life Financial
Ontario, Canada
$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
351
Pinnacle Bancorp
Nebraska
$3K – – –
GIA
352
Goodwin Investment Advisory
Georgia
$3K – – –
TCWA
353
Ten Capital Wealth Advisors
Washington
$3K – – –
AWM
354
Avior Wealth Management
Nebraska
$2K – – –
HCP
355
Hexagon Capital Partners
Arkansas
$2K – – –
PO
356
Private Ocean
California
$2K +$2K +41 New
AWM
357
AllSquare Wealth Management
New York
$1K – – –
CFD
358
Creative Financial Designs
Indiana
$1K – – –
FGAM
359
Financial Gravity Asset Management
Texas
$8 -$782 -15,452 -99%
CI
360
Conning Inc
Connecticut
– -$12.1M -243,000 Closed
MCAI
361
Members Capital Advisors Inc
Wisconsin
– -$9.98M -199,860 Closed
AO
362
Advisor OS
Illinois
– -$6.03M -120,726 Closed
Citadel Advisors
363
Citadel Advisors
Florida
– -$5.29M -105,948 Closed
IFG
364
Investors Financial Group
Minnesota
– -$2.35M -46,955 Closed
WA
365
Waddell & Associates
Tennessee
– -$1.62M -32,456 Closed
SFS
366
Sowell Financial Services
Arkansas
– -$1.45M -28,933 Closed
BWG
367
Beta Wealth Group
California
– -$1.21M -24,126 Closed
LJAC
368
L.J. Altfest & Co
New York
– -$1.19M -23,729 Closed
CL
369
CPWM LLC
Washington
– -$1.01M -20,215 Closed
FCFC
370
First Citizens Financial Corp
Iowa
– -$996K -19,945 Closed
GC
371
Guggenheim Capital
Illinois
– -$885K -17,722 Closed
SFP
372
Shepherd Financial Partners
Massachusetts
– -$774K -15,514 Closed
UWPG
373
Ullmann Wealth Partners Group
Florida
– -$591K -11,841 Closed
EH
374
Equitable Holdings
New York
– -$558K -11,164 Closed
CWS
375
Cypress Wealth Services
California
– -$485K -9,706 Closed
13 14
15
16 17