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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 %
ACP
376
Aveo Capital Partners
Colorado
– -$403K -8,070 Closed
9WM
377
9258 Wealth Management
Ohio
– -$311K -6,219 Closed
SDH
378
Sloy Dahl & Holst
Washington
– -$311K -6,200 Closed
SWM
379
SeaCrest Wealth Management
New York
– -$306K -6,135 Closed
YIA
380
YHB Investment Advisors
Connecticut
– -$305K -6,100 Closed
EWA
381
EP Wealth Advisors
California
– -$298K -5,958 Closed
Creative Planning
382
Creative Planning
Kansas
– -$257K -5,150 Closed
CIBC World Market
383
CIBC World Market
Ontario, Canada
– -$255K -5,113 Closed
BRWM
384
B. Riley Wealth Management
Tennessee
– -$255K -5,100 Closed
CMS
385
Capital Market Strategies
Florida
– -$254K -5,084 Closed
SC
386
Saiph Capital
New Jersey
– -$241K -4,834 Closed
CG
387
CFO4Life Group
Texas
– -$240K -4,810 Closed
CPC
388
Congress Park Capital
New York
– -$220K -4,400 Closed
DE
389
Day & Ennis
Georgia
– -$207K -4,147 Closed
M&T Bank
390
M&T Bank
New York
– -$204K -4,087 Closed
IWN
391
Independent Wealth Network
Iowa
– -$201K -4,032 Closed
WW
392
Westshore Wealth
California
– -$200K -4,000 Closed
WAOTB
393
Wealth Advisors of Tampa Bay
Florida
– -$200K -4,000 Closed
EWM
394
Elmwood Wealth Management
California
– -$200K -4,000 Closed
GFP
395
Gryphon Financial Partners
Ohio
– -$103K -2,055 Closed
CAM
396
Concorde Asset Management
Michigan
– -$4.32M -1,451 Closed
FFWM
397
Future Financial Wealth Management
Ohio
– -$45K -895 Closed
CA
398
CoreCap Advisors
Michigan
– -$42K -843 Closed
CP
399
Corbenic Partners
Pennsylvania
– -$22K -450 Closed
RPCONE
400
Retirement Planning Company of New England
Rhode Island
– -$19K -400 Closed
13 14 15
16
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