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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 %
CCM
101
Covington Capital Management
California
$2.99M -$124K -2,500 -4%
CG
102
Colony Group
Massachusetts
$2.98M -$645K -13,020 -18%
RHP
103
Royal Harbor Partners
Texas
$2.96M – – –
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$2.91M +$553K +11,159 +23%
MIM
105
Moseley Investment Management
Florida
$2.88M -$235K -4,739 -8%
MIAN
106
Mariner Independent Advisor Network
Kansas
$2.85M +$657K +13,255 +30%
NFG
107
Nations Financial Group
Iowa
$2.64M +$788K +15,904 +43%
CA
108
Corrado Advisors
New Jersey
$2.64M -$729K -14,712 -22%
KAS
109
Kestra Advisory Services
Texas
$2.5M +$83.5K +1,685 +3%
FAIM
110
Financial Advocates Investment Management
Washington
$2.46M +$1.64M +33,090 +200%
IAN
111
Integrated Advisors Network
Texas
$2.39M +$2.39M +48,131 New
HW
112
Hancock Whitney
Mississippi
$2.34M +$737K +14,863 +46%
AWM
113
AE Wealth Management
Kansas
$2.26M -$2.63M -53,071 -54%
FVWA
114
Foster Victor Wealth Advisors
South Carolina
$2.25M +$279K +5,634 +14%
WP
115
WealthPLAN Partners
Nebraska
$2.25M -$4.3K -87 -0.2%
WIM
116
WealthPlan Investment Management
Nebraska
$2.25M +$2.25M +45,389 New
SAMC
117
Spectrum Asset Management (California)
California
$2.23M +$118K +2,381 +6%
Citigroup
118
Citigroup
New York
$2.18M +$260K +5,255 +14%
DWM
119
Dakota Wealth Management
Florida
$2.18M +$712K +14,362 +49%
CA
120
Cetera Advisors
Colorado
$2.18M -$175K -3,529 -7%
NA
121
NewEdge Advisors
Louisiana
$2.17M -$139K -2,805 -6%
SFG
122
Summit Financial Group
West Virginia
$2.17M +$424K +8,545 +24%
AIM
123
Astor Investment Management
Illinois
$2.1M +$2.1M +42,414 New
HIP
124
HUB Investment Partners
Texas
$2.04M +$627K +12,636 +44%
AIFAIM
125
American Institute for Advanced Investment Management
Arizona
$2.02M +$263K +5,300 +15%
3 4
5
6 7