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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 %
VNA
51
Valley National Advisers
Pennsylvania
$6.76M 136,941 +60,564 +79%
EWA
52
Exencial Wealth Advisors
Oklahoma
$6.73M 136,659 +19,367 +17%
WA
53
Waverly Advisors
Alabama
$6.7M 136,061 -1,136 -0.8%
VHAM
54
Van Hulzen Asset Management
California
$6.65M 134,932 +6,976 +5%
NGA
55
Naples Global Advisors
Florida
$6.64M 134,727 -14,120 -9%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$6.62M 134,304 -27,533 -17%
ST
57
Smithfield Trust
Pennsylvania
$6.42M 130,212 -8,439 -6%
WWM
58
Windsor Wealth Management
Indiana
$6.33M 128,215 -23,979 -16%
CCMG
59
Clark Capital Management Group
Pennsylvania
$6.2M 125,772 +29,630 +31%
Betterment LLC
60
Betterment LLC
New York
$5.85M 118,816 -98,952 -45%
OC
61
Oppenheimer & Co
New York
$5.83M 118,393 +5,841 +5%
FTUS
62
Flow Traders U.S.
New York
$5.78M 117,250 +100,434 +597%
AIM
63
Astor Investment Management
Illinois
$5.54M 112,397 -11,893 -10%
PCMU
64
Paragon Capital Management (Utah)
Utah
$5.52M 112,090 -2,663 -2%
TCWM
65
Total Clarity Wealth Management
Illinois
$5.13M 104,075 +73,643 +242%
KAS
66
Kestra Advisory Services
Texas
$5.04M 102,228 +66,799 +189%
CIC
67
Canal Insurance Company
South Carolina
$4.93M 100,000 – –
CF
68
CNA Financial
Illinois
$4.93M 100,000 – –
ST
69
Spinnaker Trust
Maine
$4.7M 95,321 -12,332 -11%
BAMG
70
Brand Asset Management Group
Missouri
$4.67M 94,872 – –
KA
71
Klingman & Associates
New York
$4.5M 91,434 -57,450 -39%
BAM
72
Belpointe Asset Management
Nevada
$4.32M 87,754 -224,838 -72%
AWM
73
Axxcess Wealth Management
California
$4.29M 87,153 -51,836 -37%
PA
74
Pinnacle Associates
New York
$4.26M 86,432 -15,082 -15%
Mariner
75
Mariner
Kansas
$4.23M 85,885 +8,065 +10%
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