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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 %
KWM
126
Kingsview Wealth Management
Oregon
$1.64M -$49.6K -1,007 -3%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$1.6M -$1.08M -21,905 -40%
CFGS
128
Concourse Financial Group Securities
Alabama
$1.59M +$38.2K +776 +2%
NF
129
Nikulski Financial
Iowa
$1.55M +$79.5K +1,614 +5%
HWMA
130
Heritage Wealth Management (Arizona)
Arizona
$1.55M +$118K +2,397 +8%
TCWM
131
Total Clarity Wealth Management
Illinois
$1.5M -$10.2K -208 -0.7%
CG
132
Colony Group
Massachusetts
$1.49M -$1.48M -30,000 -50%
SAM
133
Strategic Asset Management
Minnesota
$1.43M -$35.8M -26,975 -96%
VCP
134
Verus Capital Partners
Arizona
$1.42M +$202K +4,103 +17%
CAL
135
Capital Advisors Ltd
Ohio
$1.39M +$242K +4,910 +21%
WEG
136
World Equity Group
Illinois
$1.32M +$220K +4,465 +20%
SF
137
Synovus Financial
Georgia
$1.31M -$809K -16,388 -38%
LA
138
LVW Advisors
New York
$1.31M -$235K -4,771 -15%
SWM
139
Sugarloaf Wealth Management
Georgia
$1.29M +$507K +6,290 +65%
AA
140
Ancora Advisors
Ohio
$1.28M -$19.5K -396 -1%
SWP
141
Summit Wealth Partners
Florida
$1.21M -$175K -3,544 -13%
HI
142
Harper Investing
California
$1.21M +$83K +1,693 +7%
CHJWM
143
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M – – –
SPC
144
Sigma Planning Corp
Michigan
$1.2M +$182K +3,688 +18%
HIP
145
HUB Investment Partners
Texas
$1.18M -$574K -11,648 -33%
DC
146
Darrow Company
Massachusetts
$1.17M – – –
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$1.16M +$6.16K +125 +0.5%
PG
148
Patten Group
Tennessee
$1.15M -$15.8K -322 -1%
WIA
149
World Investment Advisors
California
$1.09M -$289K -5,877 -21%
CCM
150
Covington Capital Management
California
$1.09M -$1.52M -30,850 -58%
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