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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$1.63M -$9.41K -191 -0.6%
PG
127
Patten Group
Tennessee
$1.61M +$450K +9,136 +39%
NF
128
Nikulski Financial
Iowa
$1.6M +$49.5K +1,004 +3%
CFGS
129
Concourse Financial Group Securities
Alabama
$1.59M -$2.32K -47 -0.1%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$1.54M -$917K -18,625 -37%
ICG
131
InterOcean Capital Group
Tennessee
$1.54M -$16.6M -337,238 -92%
FLA
132
Financial Life Advisors
Texas
$1.43M -$6.17M -125,235 -81%
CAL
133
Capital Advisors Ltd
Ohio
$1.39M +$542 +11 +0%
LA
134
LVW Advisors
New York
$1.33M +$21.9K +445 +2%
Citadel Advisors
135
Citadel Advisors
Florida
$1.29M -$7.63M -154,860 -85%
GSC
136
G&S Capital
Colorado
$1.28M +$391K +7,939 +44%
WEG
137
World Equity Group
Illinois
$1.28M -$38.4K -779 -3%
AAS
138
Avantax Advisory Services
Texas
$1.24M -$667K -13,539 -35%
VCP
139
Verus Capital Partners
Arizona
$1.21M -$212K -4,311 -15%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$1.14M +$808K +16,402 +247%
DWM
141
Dakota Wealth Management
Florida
$1.12M -$711K -14,421 -39%
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$1.09M -$69.9K -1,419 -6%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$1.08M +$727K +14,769 +206%
AA
144
Ancora Advisors
Ohio
$1.05M -$231K -4,696 -18%
PA
145
Parallel Advisors
California
$1.04M +$869K +17,643 +510%
SCA
146
Snowden Capital Advisors
New York
$1.04M +$49 +1 +0%
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$225K +4,571 +28%
SF
148
Synovus Financial
Georgia
$1.01M -$298K -6,042 -23%
CG
149
Colony Group
Massachusetts
$992K -$492K -10,000 -33%
WFAG
150
Wescott Financial Advisory Group
Pennsylvania
$989K +$989K +20,081 New
4 5
6
7 8