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iShares Short Maturity Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $3B invested in iShares Short Maturity Bond ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 149 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
-15
Holders Change %
-4.27%
% of All Funds
5.81%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.48%
New
33
Increased
82
Reduced
149
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$398M
2
TC
2
TAP Consulting
Missouri
$101M
3
EWA
3
EP Wealth Advisors
California
$279M
4
RCS
4
Retirement Capital Strategies
California
$21.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$143M
2
SRC
2
Shufro Rose & Co
New York
$8.21M
3
SAM
3
Strategic Asset Management
Minnesota
$1.43M
4
Jane Street
4
Jane Street
New York
$15.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
101
Osborne Partners Capital Management
California
$2.91M -$262K -5,325 -8%
WTB
102
Washington Trust Bank
Washington
$2.83M +$159K +3,224 +6%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$2.8M -$306K -6,219 -10%
JSA
104
Jacobson & Schmitt Advisors
Wisconsin
$2.75M -$250K -5,078 -8%
FCA
105
FinTrust Capital Advisors
South Carolina
$2.56M +$197K +4,020 +8%
CA
106
Cresta Advisors
Texas
$2.54M +$2.54M +51,620 New
Baird Financial Group
107
Baird Financial Group
Wisconsin
$2.46M +$208K +4,229 +9%
JWCA
108
J.W. Cole Advisors
Florida
$2.33M +$493 +10 +0%
FAM
109
Forte Asset Management
New York
$2.3M +$319K +6,475 +16%
IAN
110
Integrated Advisors Network
Texas
$2.13M -$189K -3,838 -8%
WIM
111
WealthPlan Investment Management
Nebraska
$2.13M +$2.13M +43,154 New
CSPIA
112
Cary Street Partners Investment Advisory
Virginia
$2.08M -$152K -3,087 -7%
AI
113
Atria Investments
North Carolina
$2.03M +$410K +8,323 +25%
PWMAG
114
Pinnacle Wealth Management Advisory Group
New Jersey
$2.03M -$2.87M -58,359 -59%
MWM
115
MY Wealth Management
Maryland
$2.03M -$960K -19,487 -32%
AIFAIM
116
American Institute for Advanced Investment Management
Arizona
$1.98M -$14.8K -300 -0.7%
SAS
117
Sage Advisory Services
Texas
$1.98M +$213K +4,319 +12%
FAIM
118
Financial Advocates Investment Management
Washington
$1.92M -$57.3K -1,163 -3%
AAS
119
Avantax Advisory Services
Texas
$1.91M +$1.91M +38,664 New
FVWA
120
Foster Victor Wealth Advisors
South Carolina
$1.9M -$188K -3,827 -9%
AWS
121
Atria Wealth Solutions
New York
$1.88M -$63.4K -1,287 -3%
Citigroup
122
Citigroup
New York
$1.86M -$301K -6,119 -14%
DWM
123
Dakota Wealth Management
Florida
$1.83M -$270K -5,475 -13%
AWA
124
Aletheian Wealth Advisors
Washington
$1.77M +$4.88K +99 +0.3%
KAS
125
Kestra Advisory Services
Texas
$1.75M -$820K -16,651 -32%
3 4
5
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