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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 %
TCWA
351
Ten Capital Wealth Advisors
Washington
$3.4K – – –
WAS
352
Winch Advisory Services
Wisconsin
$3K -$52.8K -1,180 -95%
NFSG
353
Newbridge Financial Services Group
Florida
$2.05K +$49 +1 +2%
HCP
354
Hexagon Capital Partners
Arkansas
$1.72K – – –
CPG
355
Cornerstone Planning Group
New Jersey
$1.44K +$1.44K +29 New
CFD
356
Creative Financial Designs
Indiana
$1.08K – – –
MSCM
357
McElhenny Sheffield Capital Management
Texas
$985 +$985 +20 New
AWM
358
AllSquare Wealth Management
New York
$641 – – –
DMBA
359
Deseret Mutual Benefit Administrators
Utah
$49 – – –
CM
360
Cornerstone Management
Georgia
– -$5.48M -111,253 Closed
EWA
361
EverSource Wealth Advisors
Alabama
– -$5.48M -111,163 Closed
FF
362
Friedenthal Financial
New Jersey
– -$5.13M -104,100 Closed
VPIM
363
Vanguard Personalized Indexing Management
California
– -$4.65M -94,364 Closed
CA
364
Cresta Advisors
Texas
– -$2.54M -51,620 Closed
FVWA
365
Foster Victor Wealth Advisors
South Carolina
– -$1.9M -38,590 Closed
RVPG
366
Relative Value Partners Group
– -$710K -14,421 Closed
OBWG
367
Onyx Bridge Wealth Group
New York
– -$606K -12,326 Closed
MIM
368
Marco Investment Management
Georgia
– -$513K -10,422 Closed
TP
369
Tranquility Partners
Tennessee
– -$439K -8,917 Closed
CI
370
CX Institutional
Indiana
– -$407K -8,258 Closed
VW
371
Vance Wealth
California
– -$381K -7,735 Closed
HWM
372
HB Wealth Management
Georgia
– -$345K -6,996 Closed
WWM
373
Western Wealth Management
Colorado
– -$277K -5,621 Closed
BWP
374
Bernardo Wealth Planning
Pennsylvania
– -$231K -4,704 Closed
TWP
375
Tempus Wealth Planning
California
– -$212K -4,303 Closed
12 13 14
15
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