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

Top Sellers

1
BlackRock
1
BlackRock
New York
$84.8M
2
Bank of America
2
Bank of America
North Carolina
$176M
3
UIA
3
UBP Investment Advisors
Switzerland
$940K
4
WTB
4
Washington Trust Bank
Washington
$710K
5
SLF
5
Sun Life Financial
Ontario, Canada
$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
26
Stillwater Capital Advisors
Pennsylvania
$17.4M +$17.4M +350,500 New
KA
27
Klingman & Associates
New York
$15.9M -$251K -5,061 -2%
MML Investors Services
28
MML Investors Services
Massachusetts
$15.4M -$1.47M -29,704 -9%
PA
29
Pinnacle Associates
New York
$15M +$729K +14,712 +5%
BCM
30
Brookstone Capital Management
Illinois
$13M +$998K +20,145 +8%
APA
31
American Portfolios Advisors
New York
$12.6M +$638K +12,869 +5%
LBC
32
Lowe Brockenbrough & Co
Virginia
$11.9M +$11.9M +239,452 New
RJA
33
Raymond James & Associates
Florida
$11.4M -$2.02M -40,659 -15%
Betterment LLC
34
Betterment LLC
New York
$11.4M -$1.14M -22,932 -9%
MHR
35
Matthew Hamilton Rosenberg
$11.2M -$439K -8,858 -4%
KFAA
36
Klaas Financial Asset Advisors
Illinois
$10.9M +$427K +8,616 +4%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$10.5M +$6.52M +131,457 +162%
KL
38
KWMG LLC
Kansas
$10.5M +$278K +5,612 +3%
SHGA
39
Sand Hill Global Advisors
California
$9.85M -$3.67M -74,028 -27%
DP
40
Denver PWM
Colorado
$9.64M +$477K +9,633 +5%
ST
41
Smithfield Trust
Pennsylvania
$9.55M -$482K -9,728 -5%
FLA
42
Financial Life Advisors
Texas
$9.19M -$105K -2,121 -1%
AWM
43
Axxcess Wealth Management
California
$8.96M -$138K -2,793 -2%
IFS
44
Ifrah Financial Services
Arkansas
$8.85M +$82.3K +1,660 +0.9%
CAN
45
Cetera Advisor Networks
California
$8.81M -$517K -10,425 -6%
NGA
46
Naples Global Advisors
Florida
$8.78M -$844K -17,025 -9%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$8.43M -$2M -40,335 -19%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$8.36M -$447K -9,020 -5%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$8.29M +$27.7K +558 +0.3%
SCA
50
STALEY CAPITAL ADVISERS
Pennsylvania
$7.93M -$124K -2,500 -2%
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