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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 %
CSWM
151
Cassady Schiller Wealth Management
Ohio
$1.06M +$1.06M +21,457 New
GKWIM
152
Gerber Kawasaki Wealth & Investment Management
California
$1.05M -$42.7K -868 -4%
SFG
153
Summit Financial Group
West Virginia
$1.04M -$1.14M -23,095 -52%
SCA
154
Snowden Capital Advisors
New York
$1.04M -$149K -3,024 -13%
CCFM
155
Clear Creek Financial Management
Washington
$1.02M -$3.31M -67,182 -76%
LG
156
LaFleur & Godfrey
Michigan
$1.01M -$28.3K -575 -3%
OIA
157
OneDigital Investment Advisors
Kansas
$1.01M +$1.43K +29 +0.1%
SFG
158
Sovereign Financial Group
Connecticut
$1M -$140K -2,833 -12%
MWM
159
Meridian Wealth Management
Kentucky
$980K -$398K -8,077 -29%
BCMO
160
Buckingham Capital Management (Ohio)
Ohio
$964K -$767K -15,562 -44%
NWM
161
NEIRG Wealth Management
Massachusetts
$927K +$48.9K +993 +6%
OPWM
162
Oxinas Partners Wealth Management
Indiana
$923K -$60K -1,218 -6%
CRWM
163
Castle Rock Wealth Management
California
$904K -$1.62K -33 -0.2%
GSC
164
G&S Capital
Colorado
$888K +$888K +18,029 New
TCMP
165
Thrive Capital Management (Pennsylvania)
Pennsylvania
$870K -$192K -3,890 -18%
YWP
166
YorkBridge Wealth Partners
New York
$861K -$36.7K -744 -4%
LI
167
LVZ Inc
Michigan
$857K +$95.5K +1,939 +13%
SWM
168
Spire Wealth Management
Virginia
$846K -$122K -2,477 -13%
FTUS
169
Flow Traders U.S.
New York
$828K +$828K +16,816 New
WCM
170
Windsor Capital Management
Arizona
$818K -$98.1K -1,992 -11%
KA
171
Kovack Advisors
Florida
$817K -$33.9K -688 -4%
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$802K -$78.3K -1,589 -9%
IAG
173
Investment Advisory Group
Massachusetts
$777K -$65.9K -1,339 -8%
FMN
174
Financial Management Network
California
$754K +$754K +15,339 New
FWM
175
Fortress Wealth Management
California
$742K -$318K -6,469 -30%
5 6
7
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