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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 %
HWM
176
HB Wealth Management
Georgia
$891K +$579K +11,753 +186%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$880K -$99 -2 -0%
NWM
178
NEIRG Wealth Management
Massachusetts
$878K -$151K -3,063 -15%
KA
179
Kovack Advisors
Florida
$851K -$1.15M -23,333 -57%
IAG
180
Investment Advisory Group
Massachusetts
$846K -$151K -3,053 -15%
CI
181
CX Institutional
Indiana
$814K +$814K +16,537 New
LTI
182
Laffer Tengler Investments
Tennessee
$810K -$61.4K -1,246 -7%
MSFS
183
Main Street Financial Solutions
Pennsylvania
$785K -$79.5K -1,614 -9%
COCM
184
Charter Oak Capital Management
New Hampshire
$783K +$286K +5,806 +58%
LI
185
LVZ Inc
Michigan
$762K +$16.9K +343 +2%
Koshinski Asset Management
186
Koshinski Asset Management
Illinois
$742K -$82.1K -1,667 -10%
GI
187
GS Investments
Minnesota
$737K – – –
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$719K +$670K +13,605 +1,367%
CC
189
Courier Capital
New York
$682K – – –
PIMG
190
Patriot Investment Management Group
Tennessee
$672K -$33.3K -677 -5%
NWA
191
Navis Wealth Advisors
New York
$634K -$5.96M -121,016 -90%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$624K -$4.78M -97,140 -88%
CIAS
193
Capital Investment Advisory Services
North Carolina
$611K +$49 +1 +0%
4WM
194
4J Wealth Management
Virginia
$608K -$169K -3,429 -22%
1WM
195
1900 Wealth Management
Texas
$607K -$98.2K -1,994 -14%
CPIG
196
Chicago Partners Investment Group
Illinois
$604K -$51.5K -1,044 -8%
SCM
197
SOL Capital Management
Maryland
$597K -$84.8K -1,720 -12%
IAIM
198
Industrial Alliance Investment Management
Quebec, Canada
$592K +$592K +12,024 New
CAWM
199
Capital Advisors Wealth Management
Washington
$590K -$666K -13,524 -53%
FWSM
200
First Wilshire Securities Management
California
$586K -$64.1K -1,300 -10%
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8
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