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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 %
CHJWM
151
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M -$617K -12,550 -34%
SCA
152
Snowden Capital Advisors
New York
$1.19M -$72.8K -1,480 -6%
PG
153
Patten Group
Tennessee
$1.17M -$41.6K -846 -3%
DC
154
Darrow Company
Massachusetts
$1.17M – – –
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$1.15M +$1.97K +40 +0.2%
CAL
156
Capital Advisors Ltd
Ohio
$1.15M +$221K +4,494 +24%
SFG
157
Sovereign Financial Group
Connecticut
$1.14M -$90.7K -1,841 -7%
GWM
158
Geneos Wealth Management
Colorado
$1.14M +$1.03M +20,920 +957%
HI
159
Harper Investing
California
$1.13M +$68.9K +1,398 +6%
NAM
160
NTV Asset Management
West Virginia
$1.12M -$389K -7,890 -26%
TSS
161
Two Sigma Securities
New York
$1.12M +$1.12M +22,800 New
WEG
162
World Equity Group
Illinois
$1.1M +$647K +13,124 +144%
GKWIM
163
Gerber Kawasaki Wealth & Investment Management
California
$1.1M +$110K +2,238 +11%
FWM
164
Fortress Wealth Management
California
$1.06M -$408K -8,284 -28%
TCMP
165
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.06M -$140K -2,852 -12%
LG
166
LaFleur & Godfrey
Michigan
$1.04M -$249K -5,045 -19%
SPC
167
Sigma Planning Corp
Michigan
$1.02M +$31.2K +633 +3%
OIA
168
OneDigital Investment Advisors
Kansas
$1M +$739 +15 +0.1%
JSL
169
JT Stratford LLC
Georgia
$1M -$335K -6,801 -25%
OPWM
170
Oxinas Partners Wealth Management
Indiana
$983K -$7.29K -148 -0.7%
SWM
171
Spire Wealth Management
Virginia
$968K -$591K -11,987 -38%
WCM
172
Windsor Capital Management
Arizona
$916K -$267K -5,412 -23%
IF
173
Intrua Financial
Texas
$912K – – –
CRWM
174
Castle Rock Wealth Management
California
$906K +$590 +12 +0.1%
YWP
175
YorkBridge Wealth Partners
New York
$897K +$20.8K +423 +2%
5 6
7
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