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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 %
AP
101
Advisors Preferred
Maryland
$3.02M -$69K -1,400 -2%
JSA
102
Jacobson & Schmitt Advisors
Wisconsin
$3M -$158K -3,198 -5%
MWM
103
MY Wealth Management
Maryland
$2.99M -$56.5K -1,147 -2%
CG
104
Colony Group
Massachusetts
$2.96M – – –
RHP
105
Royal Harbor Partners
Texas
$2.94M – – –
MIAN
106
Mariner Independent Advisor Network
Kansas
$2.94M +$106K +2,162 +4%
MIM
107
Moseley Investment Management
Florida
$2.85M -$10.2K -207 -0.4%
JPMorgan Chase & Co
108
JPMorgan Chase & Co
New York
$2.83M -$1.28M -25,979 -31%
HW
109
Hancock Whitney
Mississippi
$2.77M +$447K +9,070 +19%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$2.67M -$675K -13,703 -20%
WTB
111
Washington Trust Bank
Washington
$2.67M +$1.96M +39,808 +278%
NFG
112
Nations Financial Group
Iowa
$2.64M +$12K +243 +0.5%
CCM
113
Covington Capital Management
California
$2.61M -$357K -7,250 -12%
VNA
114
Valley National Advisers
Pennsylvania
$2.61M -$486K -9,875 -16%
KAS
115
Kestra Advisory Services
Texas
$2.57M +$84.4K +1,713 +3%
FCA
116
FinTrust Capital Advisors
South Carolina
$2.37M +$1.1M +22,315 +86%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$2.35M +$2.11M +42,912 +879%
FWM
118
Focused Wealth Management
New York
$2.35M +$725K +14,710 +45%
JWCA
119
J.W. Cole Advisors
Florida
$2.33M +$1.62M +32,988 +229%
IAN
120
Integrated Advisors Network
Texas
$2.32M -$49K -994 -2%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$2.25M -$1.56M -31,607 -41%
CSPIA
122
Cary Street Partners Investment Advisory
Virginia
$2.24M +$325K +6,591 +17%
SFG
123
Summit Financial Group
West Virginia
$2.18M +$20.9K +425 +1%
Citigroup
124
Citigroup
New York
$2.16M -$8.03K -163 -0.4%
SF
125
Synovus Financial
Georgia
$2.12M +$1.69M +34,250 +392%
3 4
5
6 7