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iShares Short Maturity Bond ETF
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Overview Fund Activity

358 hedge funds and large institutions have $3.04B invested in iShares Short Maturity Bond ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 84 increasing their positions, 155 reducing their positions, and 29 closing their positions.

Holders
358
Holders Change
+22
Holders Change %
+6.55%
% of All Funds
5.78%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
59
Increased
84
Reduced
155
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$195M
2
USAA
2
United Services Automobile Association
Texas
$93.6M
3
PA
3
Planning Alternatives
Michigan
$59.2M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$45.4M
5
Bank of America
5
Bank of America
North Carolina
$434M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$113M
3
Wells Fargo
3
Wells Fargo
California
$82.4M
4
RCS
4
Retirement Capital Strategies
California
$208K
5
ICG
5
InterOcean Capital Group
Tennessee
$1.54M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$2.41M 48,983 -71,149 -59%
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$2.38M 48,249 +48,249 New
WI
103
WJ Interests
Texas
$2.38M 48,213 +48,213 New
SFG
104
Sovereign Financial Group
Connecticut
$2.28M 46,279 +25,974 +128%
BFG
105
Beacon Financial Group
Texas
$2.27M 46,136 -17,720 -28%
WPC
106
White Pine Capital
Minnesota
$2.25M 45,705 -39,725 -47%
LOPW
107
Live Oak Private Wealth
North Carolina
$2.23M 45,181 -14,194 -24%
IAIM
108
Industrial Alliance Investment Management
Quebec, Canada
$2.2M 44,568 +42,530 +2,087%
WTB
109
Washington Trust Bank
Washington
$2.11M 42,797 -14,554 -25%
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$2.08M 42,307 +3 +0%
WIM
111
WealthPlan Investment Management
Nebraska
$2.08M 42,043 -1,111 -3%
WP
112
WealthPLAN Partners
Nebraska
$2.08M 42,043 +42,043 New
FAM
113
Forte Asset Management
New York
$2.08M 42,135 -4,575 -10%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$2.04M 41,444 -18,107 -30%
AI
115
Atria Investments
North Carolina
$2.03M 41,232 -44 -0.1%
MWM
116
MY Wealth Management
Maryland
$2.01M 40,819 -310 -0.8%
SAS
117
Sage Advisory Services
Texas
$1.98M 40,101 – –
AIFAIM
118
American Institute for Advanced Investment Management
Arizona
$1.95M 39,530 -710 -2%
JWCA
119
J.W. Cole Advisors
Florida
$1.86M 37,656 -9,720 -21%
PWMAG
120
Pinnacle Wealth Management Advisory Group
New Jersey
$1.83M 37,155 -3,995 -10%
FAIM
121
Financial Advocates Investment Management
Washington
$1.79M 36,394 -2,487 -6%
AWA
122
Aletheian Wealth Advisors
Washington
$1.78M 36,174 +164 +0.5%
SPC
123
Sigma Planning Corp
Michigan
$1.72M 34,884 +10,541 +43%
CSWM
124
Cassady Schiller Wealth Management
Ohio
$1.69M 34,286 +12,829 +60%
HW
125
Hancock Whitney
Mississippi
$1.69M 34,213 -77,364 -69%
3 4
5
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