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iShares Short Maturity Bond ETF
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Overview Fund Activity

351 hedge funds and large institutions have $2.94B invested in iShares Short Maturity Bond ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 89 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-7
Holders Change %
-1.96%
% of All Funds
5.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.44%
New
39
Increased
89
Reduced
149
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$246M
2
Jane Street
2
Jane Street
New York
$43.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$373M
4
TC
4
TAP Consulting
Missouri
$33.7M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$32.7M

Top Sellers

1
EG
1
Enstar Group
Bermuda
$0
2
RVPG
2
Relative Value Partners Group
$13.4M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$234K
4
RBC
4
Roble Belko & Company
Pennsylvania
$11.1M
5
KA
5
Klingman & Associates
New York
$7.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICG
26
InterOcean Capital Group
Tennessee
$23.5M +$23.5M +476,875 New
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$17.4M – – –
SCA
28
Stillwater Capital Advisors
Pennsylvania
$16.9M -$391K -7,937 -2%
MBT
29
Montecito Bank & Trust
California
$16.7M -$2.6M -52,845 -13%
SW
30
Signify Wealth
Missouri
$16.3M +$16.3M +330,295 New
MML Investors Services
31
MML Investors Services
Massachusetts
$15.8M +$492K +9,994 +3%
PA
32
Pinnacle Associates
New York
$14.2M -$669K -13,576 -4%
MHR
33
Matthew Hamilton Rosenberg
$14.2M +$3.1M +62,874 +28%
AssetMark Inc
34
AssetMark Inc
California
$13.9M +$6.82M +138,445 +96%
RVPG
35
Relative Value Partners Group
$13.4M -$12M -243,362 -47%
Stifel Financial
36
Stifel Financial
Missouri
$13.4M +$7.06M +143,317 +112%
APA
37
American Portfolios Advisors
New York
$11.5M -$1.04M -21,106 -8%
UIA
38
UBP Investment Advisors
Switzerland
$11.4M +$11M +224,231 +3,040%
LBC
39
Lowe Brockenbrough & Co
Virginia
$11.2M -$546K -11,085 -5%
RBC
40
Roble Belko & Company
Pennsylvania
$11.1M -$8.95M -181,680 -45%
KFAA
41
Klaas Financial Asset Advisors
Illinois
$10.9M +$83.4K +1,693 +0.8%
Betterment LLC
42
Betterment LLC
New York
$10.7M -$569K -11,556 -5%
KL
43
KWMG LLC
Kansas
$10.2M -$209K -4,238 -2%
AWA
44
Aaron Wealth Advisors
Illinois
$10.2M +$10.2M +206,800 New
ST
45
Smithfield Trust
Pennsylvania
$9.25M -$239K -4,845 -3%
FLA
46
Financial Life Advisors
Texas
$9.07M -$64.4K -1,307 -0.7%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$8.77M +$534K +10,833 +6%
DP
48
Denver PWM
Colorado
$8.76M -$825K -16,768 -9%
IFS
49
Ifrah Financial Services
Arkansas
$8.69M -$109K -2,203 -1%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$8.33M +$5.12M +104,004 +160%
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