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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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$8.32M -$57.5K -1,168 -0.7%
WWM
52
Windsor Wealth Management
Indiana
$8.05M +$315K +6,407 +4%
SHGA
53
Sand Hill Global Advisors
California
$8.04M -$1.74M -35,371 -18%
AWM
54
Axxcess Wealth Management
California
$7.98M -$925K -18,779 -10%
SCA
55
STALEY CAPITAL ADVISERS
Pennsylvania
$7.85M -$24.6K -500 -0.3%
NGA
56
Naples Global Advisors
Florida
$7.85M -$880K -17,870 -10%
KA
57
Klingman & Associates
New York
$7.77M -$8.04M -163,145 -51%
CAN
58
Cetera Advisor Networks
California
$7.31M -$1.44M -29,207 -16%
WA
59
Waverly Advisors
Alabama
$7.16M +$7.16M +145,433 New
SPIA
60
Steward Partners Investment Advisory
New York
$6.77M +$234K +4,760 +4%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$6.71M +$2.45M +49,749 +58%
VHAM
62
Van Hulzen Asset Management
California
$6.6M +$2.23M +45,243 +51%
Truist Financial
63
Truist Financial
North Carolina
$6.33M +$156K +3,166 +3%
EWA
64
Exencial Wealth Advisors
Oklahoma
$6.22M -$57.7K -1,171 -0.9%
PAG
65
Private Advisor Group
New Jersey
$6.21M +$1.68M +34,178 +37%
GIA
66
Gladstone Institutional Advisory
Florida
$6.07M +$522K +10,599 +9%
BAM
67
Belpointe Asset Management
Nevada
$5.94M -$467K -9,479 -7%
PCMU
68
Paragon Capital Management (Utah)
Utah
$5.55M -$60.5K -1,229 -1%
SLWA
69
San Luis Wealth Advisors
California
$5.53M +$4.8M +97,382 +657%
CM
70
Cornerstone Management
Georgia
$5.48M – – –
ST
71
Spinnaker Trust
Maine
$5.34M -$2.47M -50,047 -32%
RJA
72
Raymond James & Associates
Florida
$5.24M -$6.13M -124,360 -54%
VFA
73
Values First Advisors
Tennessee
$5.18M -$355K -7,212 -6%
OC
74
Oppenheimer & Co
New York
$5.09M -$1.07M -21,622 -17%
NA
75
NewEdge Advisors
Louisiana
$4.96M +$2.8M +56,864 +130%
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3
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