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iShares Short Maturity Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $3B invested in iShares Short Maturity Bond ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 149 reducing their positions, and 44 closing their positions.

Holders
336
Holders Change
-15
Holders Change %
-4.27%
% of All Funds
5.81%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.48%
New
33
Increased
82
Reduced
149
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$398M
2
TC
2
TAP Consulting
Missouri
$101M
3
EWA
3
EP Wealth Advisors
California
$279M
4
RCS
4
Retirement Capital Strategies
California
$21.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$143M
2
SRC
2
Shufro Rose & Co
New York
$8.21M
3
SAM
3
Strategic Asset Management
Minnesota
$1.43M
4
Jane Street
4
Jane Street
New York
$15.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLA
51
Financial Life Advisors
Texas
$7.6M -$1.47M -29,867 -16%
WWM
52
Windsor Wealth Management
Indiana
$7.48M -$560K -11,405 -7%
PAG
53
Private Advisor Group
New Jersey
$7.36M +$1.15M +23,388 +19%
KA
54
Klingman & Associates
New York
$7.33M -$431K -8,755 -6%
NGA
55
Naples Global Advisors
Florida
$7.33M -$516K -10,485 -7%
SCA
56
STALEY CAPITAL ADVISERS
Pennsylvania
$7.19M -$658K -13,350 -8%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$6.92M +$211K +4,286 +3%
AWM
58
Ameliora Wealth Management
Switzerland
$6.87M +$6.87M +139,770 New
AWM
59
Axxcess Wealth Management
California
$6.85M -$1.13M -22,957 -14%
ST
60
Smithfield Trust
Pennsylvania
$6.83M -$2.42M -49,084 -26%
CAN
61
Cetera Advisor Networks
California
$6.8M -$512K -10,387 -7%
WA
62
Waverly Advisors
Alabama
$6.76M -$406K -8,236 -6%
VHAM
63
Van Hulzen Asset Management
California
$6.3M -$292K -5,935 -4%
AIM
64
Astor Investment Management
Illinois
$6.12M +$1.22M +24,709 +25%
SPIA
65
Steward Partners Investment Advisory
New York
$5.92M -$853K -17,307 -13%
EWA
66
Exencial Wealth Advisors
Oklahoma
$5.78M -$443K -8,997 -7%
PCMU
67
Paragon Capital Management (Utah)
Utah
$5.65M +$99.8K +2,025 +2%
OC
68
Oppenheimer & Co
New York
$5.54M +$454K +9,223 +9%
HW
69
Hancock Whitney
Mississippi
$5.5M +$2.72M +55,316 +98%
CM
70
Cornerstone Management
Georgia
$5.48M – – –
EWA
71
EverSource Wealth Advisors
Alabama
$5.48M +$5.48M +111,163 New
ST
72
Spinnaker Trust
Maine
$5.3M -$40K -813 -0.7%
VFA
73
Values First Advisors
Tennessee
$5.24M +$56.5K +1,146 +1%
FF
74
Friedenthal Financial
New Jersey
$5.13M +$5.13M +104,100 New
PA
75
Pinnacle Associates
New York
$5M -$9.24M -187,465 -65%
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