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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 %
BAMG
76
Brand Asset Management Group
Missouri
$4.95M – – –
CIC
77
Canal Insurance Company
South Carolina
$4.93M – – –
CF
78
CNA Financial
Illinois
$4.93M – – –
AIM
79
Astor Investment Management
Illinois
$4.91M +$2.82M +57,167 +135%
PWMAG
80
Pinnacle Wealth Management Advisory Group
New Jersey
$4.9M -$401K -8,135 -8%
UCFA
81
United Capital Financial Advisors
Texas
$4.9M -$933K -18,937 -16%
GWAM
82
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.34M -$272K -5,524 -6%
CCFM
83
Clear Creek Financial Management
Washington
$4.33M +$4.33M +87,893 New
WPC
84
White Pine Capital
Minnesota
$4.28M -$2.61M -53,086 -38%
AWM
85
AE Wealth Management
Kansas
$4.15M +$1.91M +38,718 +85%
AWS
86
Arkfeld Wealth Strategies
Nebraska
$4.12M +$273K +5,546 +7%
BFG
87
Beacon Financial Group
Texas
$4.12M -$680K -13,803 -14%
ASN
88
Advisory Services Network
Georgia
$3.93M +$120K +2,427 +3%
SSC
89
Syverson Strege & Co
Iowa
$3.92M -$19.9K -403 -0.5%
WA
90
WBH Advisory
Maryland
$3.9M -$429K -8,722 -10%
HighTower Advisors
91
HighTower Advisors
Illinois
$3.85M -$1.31M -26,639 -25%
SCA
92
Sage Capital Advisors
South Dakota
$3.63M – – –
LOPW
93
Live Oak Private Wealth
North Carolina
$3.62M +$332K +6,746 +10%
Citadel Advisors
94
Citadel Advisors
Florida
$3.62M +$3.62M +73,499 New
PPW
95
Pinnacle Private Wealth
Massachusetts
$3.45M +$386K +7,837 +13%
WP
96
WealthSource Partners
California
$3.44M -$733K -14,889 -18%
OPCM
97
Osborne Partners Capital Management
California
$3.17M -$2.4M -48,780 -43%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$3.11M +$216K +4,391 +7%
Mariner
99
Mariner
Kansas
$3.09M +$83.8K +1,701 +3%
LWP
100
Lumature Wealth Partners
Georgia
$3.09M +$3.05M +61,871 +6,610%
2 3
4
5 6