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iShares Short Maturity Bond ETF
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Overview Fund Activity

358 hedge funds and large institutions have $2.57B invested in iShares Short Maturity Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 145 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-7
Holders Change %
-1.92%
% of All Funds
5.67%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.36%
New
42
Increased
99
Reduced
145
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$105M
2
Morgan Stanley
2
Morgan Stanley
New York
$337M
3
Wells Fargo
3
Wells Fargo
California
$108M
4
SRC
4
Shufro Rose & Co
New York
$46.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$47.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$84.8M
2
Bank of America
2
Bank of America
North Carolina
$176M
3
UIA
3
UBP Investment Advisors
Switzerland
$940K
4
WTB
4
Washington Trust Bank
Washington
$710K
5
SLF
5
Sun Life Financial
Ontario, Canada
$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
76
Beacon Financial Group
Texas
$4.83M +$502K +10,116 +12%
GWAM
77
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.64M +$251K +5,060 +6%
PAG
78
Private Advisor Group
New Jersey
$4.56M +$1.69M +34,110 +59%
VHAM
79
Van Hulzen Asset Management
California
$4.39M -$2.3M -46,466 -34%
WA
80
WBH Advisory
Maryland
$4.35M +$4.35M +87,916 New
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$4.28M -$54.3K -1,095 -1%
WP
82
WealthSource Partners
California
$4.2M +$51.7K +1,043 +1%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$4.13M -$2.4M -48,327 -37%
SAS
84
Sage Advisory Services
Texas
$4.06M -$31.3K -632 -0.8%
SSC
85
Syverson Strege & Co
Iowa
$3.96M -$364K -7,335 -8%
AWS
86
Arkfeld Wealth Strategies
Nebraska
$3.88M +$311K +6,280 +9%
ASN
87
Advisory Services Network
Georgia
$3.83M -$2.38M -47,952 -38%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$3.83M +$85.3K +1,721 +2%
MWM
89
Meridian Wealth Management
Kentucky
$3.79M -$441K -8,907 -10%
SCA
90
Sage Capital Advisors
South Dakota
$3.65M -$1.44K -29 -0%
OCM
91
Orser Capital Management
Texas
$3.5M +$3.5M +70,555 New
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$3.37M -$7.62M -153,651 -69%
LOPW
93
Live Oak Private Wealth
North Carolina
$3.31M -$2.14M -43,085 -39%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$3.23M +$311K +6,266 +11%
JSA
95
Jacobson & Schmitt Advisors
Wisconsin
$3.18M -$107K -2,160 -3%
VNA
96
Valley National Advisers
Pennsylvania
$3.12M +$158K +3,178 +5%
AP
97
Advisors Preferred
Maryland
$3.11M +$668K +13,480 +27%
PPW
98
Pinnacle Private Wealth
Massachusetts
$3.08M +$171K +3,440 +6%
MWM
99
MY Wealth Management
Maryland
$3.06M -$1.01M -20,301 -25%
Mariner
100
Mariner
Kansas
$3.03M +$1.89M +38,081 +165%
2 3
4
5 6