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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 %
DWM
126
Dakota Wealth Management
Florida
$2.1M -$60.4K -1,225 -3%
FVWA
127
Foster Victor Wealth Advisors
South Carolina
$2.09M -$145K -2,949 -7%
AIFAIM
128
American Institute for Advanced Investment Management
Arizona
$2M -$9.85K -200 -0.5%
FAM
129
Forte Asset Management
New York
$1.98M +$1.98M +40,235 New
FAIM
130
Financial Advocates Investment Management
Washington
$1.97M -$474K -9,629 -19%
AWS
131
Atria Wealth Solutions
New York
$1.95M -$2.76K -56 -0.1%
AWA
132
Aletheian Wealth Advisors
Washington
$1.77M +$42K +853 +2%
SAS
133
Sage Advisory Services
Texas
$1.76M -$2.27M -46,089 -56%
HIP
134
HUB Investment Partners
Texas
$1.75M -$275K -5,588 -14%
BCMO
135
Buckingham Capital Management (Ohio)
Ohio
$1.73M -$142K -2,893 -8%
KWM
136
Kingsview Wealth Management
Oregon
$1.69M +$258K +5,232 +18%
AI
137
Atria Investments
North Carolina
$1.62M +$1.62M +32,953 New
CFGS
138
Concourse Financial Group Securities
Alabama
$1.55M +$459K +9,321 +42%
SIA
139
SeaBridge Investment Advisors
New Jersey
$1.54M – – –
LA
140
LVW Advisors
New York
$1.54M +$929K +18,854 +152%
TCWM
141
Total Clarity Wealth Management
Illinois
$1.51M -$4.88K -99 -0.3%
CA
142
Cetera Advisors
Colorado
$1.51M -$655K -13,291 -30%
NF
143
Nikulski Financial
Iowa
$1.47M +$145K +2,937 +11%
HWMA
144
Heritage Wealth Management (Arizona)
Arizona
$1.43M +$224K +4,551 +19%
SWP
145
Summit Wealth Partners
Florida
$1.38M -$113K -2,288 -8%
WIA
146
World Investment Advisors
California
$1.38M +$428K +8,671 +45%
SAM
147
Strategic Asset Management
Minnesota
$1.38M -$84.6K -1,718 -6%
MWM
148
Meridian Wealth Management
Kentucky
$1.38M -$2.39M -48,415 -63%
AA
149
Ancora Advisors
Ohio
$1.3M -$158K -3,200 -11%
VCP
150
Verus Capital Partners
Arizona
$1.22M +$453K +9,184 +59%
4 5
6
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