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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 %
GI
176
GS Investments
Minnesota
$738K – – –
IF
177
Intrua Financial
Texas
$714K -$198K -4,010 -22%
RVPG
178
Relative Value Partners Group
$710K -$12.7M -257,042 -95%
NAM
179
NTV Asset Management
West Virginia
$705K -$417K -8,475 -37%
HWM
180
Howard Wealth Management
Connecticut
$704K +$261K +5,300 +59%
Koshinski Asset Management
181
Koshinski Asset Management
Illinois
$699K -$43.2K -877 -6%
LTI
182
Laffer Tengler Investments
Tennessee
$684K -$127K -2,571 -16%
COCM
183
Charter Oak Capital Management
New Hampshire
$683K -$100K -2,031 -13%
PIMG
184
Patriot Investment Management Group
Tennessee
$674K +$1.33K +27 +0.2%
ECA
185
Elevated Capital Advisors
Utah
$667K +$667K +13,533 New
IFO
186
Independent Family Office
New York
$655K – – –
TF
187
Trek Financial
Arizona
$655K +$274K +5,560 +72%
Bank of New York Mellon
188
Bank of New York Mellon
New York
$654K +$165K +3,351 +34%
OBWG
189
Onyx Bridge Wealth Group
New York
$606K +$606K +12,326 New
SCM
190
SOL Capital Management
Maryland
$605K +$8.13K +165 +1%
CIAS
191
Capital Investment Advisory Services
North Carolina
$600K -$10.4K -212 -2%
BWCS
192
Beirne Wealth Consulting Services
Connecticut
$587K +$279K +5,668 +91%
CA
193
Cetera Advisors
Colorado
$584K -$925K -18,764 -61%
CC
194
Courier Capital
New York
$584K -$98.5K -2,000 -14%
FWSM
195
First Wilshire Securities Management
California
$576K -$9.86K -200 -2%
OPS
196
Orion Portfolio Solutions
Nebraska
$573K -$4.24K -86 -0.7%
CPIG
197
Chicago Partners Investment Group
Illinois
$553K -$47.5K -969 -8%
JWA
198
JFS Wealth Advisors
Pennsylvania
$542K – – –
PFT
199
Providence First Trust
Arizona
$525K +$2.22K +45 +0.4%
4WM
200
4J Wealth Management
Virginia
$524K -$83.5K -1,696 -14%
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8
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