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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CAM
26
Crestone Asset Management
Colorado
$19.1M 387,589 +387,589 New
AWA
27
Aaron Wealth Advisors
Illinois
$19M 385,490 +172,945 +81%
MHR
28
Matthew Hamilton Rosenberg
$15.2M 307,726 +2,865 +0.9%
Stifel Financial
29
Stifel Financial
Missouri
$14.3M 291,034 +13,931 +5%
CT
30
Columbia Trust
Oregon
$14M 283,351 -219,138 -44%
SLWA
31
San Luis Wealth Advisors
California
$13.5M 274,749 +186,296 +211%
Truist Financial
32
Truist Financial
North Carolina
$13.5M 274,636 +114,323 +71%
SHGA
33
Sand Hill Global Advisors
California
$12.4M 252,006 +79,934 +46%
SCA
34
Stillwater Capital Advisors
Pennsylvania
$11.3M 230,283 -71,327 -24%
MML Investors Services
35
MML Investors Services
Massachusetts
$11.2M 226,347 -47,741 -17%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$10.6M 214,889 -118,963 -36%
KL
37
KWMG LLC
Kansas
$10.3M 210,028 -1,579 -0.7%
CAN
38
Cetera Advisor Networks
California
$10.3M 209,736 +71,671 +52%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$8.61M 174,778 +6,411 +4%
IFS
40
Ifrah Financial Services
Arkansas
$8.29M 168,263 -2,690 -2%
BWA
41
Boulder Wealth Advisors
Colorado
$8.24M 167,268 +167,268 New
SCA
42
STALEY CAPITAL ADVISERS
Pennsylvania
$8.19M 166,150 +20,100 +14%
SRC
43
Shufro Rose & Co
New York
$7.9M 160,434 -6,289 -4%
GIA
44
Gladstone Institutional Advisory
Florida
$7.77M 157,629 -216 -0.1%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$7.69M 156,179 -285,505 -65%
LBC
46
Lowe Brockenbrough & Co
Virginia
$7.58M 153,879 -59,380 -28%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$7.47M 151,629 +11,163 +8%
AWM
48
Ameliora Wealth Management
Switzerland
$7.35M 149,162 +9,392 +7%
MBT
49
Montecito Bank & Trust
California
$7.16M 145,421 -139,821 -49%
KFAA
50
Klaas Financial Asset Advisors
Illinois
$7.11M 144,339 -81,009 -36%
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