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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 %
OPWM
151
Oxinas Partners Wealth Management
Indiana
$980K +$57.3K +1,162 +6%
MWM
152
Meridian Wealth Management
Kentucky
$898K -$82K -1,665 -8%
SPWG
153
Syntegra Private Wealth Group
Missouri
$897K +$897K +18,197 New
OIA
154
OneDigital Investment Advisors
Kansas
$895K -$111K -2,251 -11%
LI
155
LVZ Inc
Michigan
$888K +$30.4K +618 +4%
SWM
156
Sugarloaf Wealth Management
Georgia
$887K +$102K +2,067 +13%
HIP
157
HUB Investment Partners
Texas
$852K -$323K -6,565 -28%
CCFM
158
Clear Creek Financial Management
Washington
$852K -$169K -3,428 -17%
Koshinski Asset Management
159
Koshinski Asset Management
Illinois
$826K +$127K +2,578 +18%
Cerity Partners
160
Cerity Partners
New York
$824K +$824K +16,724 New
YWP
161
YorkBridge Wealth Partners
New York
$817K -$43.9K -892 -5%
NWM
162
NEIRG Wealth Management
Massachusetts
$814K -$114K -2,305 -12%
CWM
163
Centurion Wealth Management
Virginia
$773K +$773K +15,691 New
CRWM
164
Castle Rock Wealth Management
California
$763K -$148K -2,994 -16%
KA
165
Kovack Advisors
Florida
$759K -$58.9K -1,195 -7%
SWM
166
Shelton Wealth Management
Texas
$743K +$743K +15,090 New
IAG
167
Investment Advisory Group
Massachusetts
$738K -$39.4K -800 -5%
GI
168
GS Investments
Minnesota
$738K – – –
LTI
169
Laffer Tengler Investments
Tennessee
$713K +$29.5K +598 +4%
WCM
170
Windsor Capital Management
Arizona
$712K -$106K -2,147 -13%
GKWIM
171
Gerber Kawasaki Wealth & Investment Management
California
$709K -$345K -7,004 -33%
NAM
172
NTV Asset Management
West Virginia
$706K – – –
Bank of New York Mellon
173
Bank of New York Mellon
New York
$696K +$41.9K +850 +6%
FWM
174
Fortress Wealth Management
California
$681K -$61.5K -1,249 -8%
TCMP
175
Thrive Capital Management (Pennsylvania)
Pennsylvania
$675K -$195K -3,950 -22%
5 6
7
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