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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 %
First Trust Advisors
201
First Trust Advisors
Illinois
$577K -$350K -7,096 -38%
OPS
202
Orion Portfolio Solutions
Nebraska
$577K -$41.2K -837 -7%
SWP
203
Stratos Wealth Partners
Ohio
$571K -$32.6K -662 -5%
JWA
204
JFS Wealth Advisors
Pennsylvania
$542K – – –
SFA
205
Sequoia Financial Advisors
Ohio
$542K – – –
DIP
206
DT Investment Partners
Pennsylvania
$532K -$33K -671 -6%
PFT
207
Providence First Trust
Arizona
$523K +$1.13K +23 +0.2%
PFS
208
Prospera Financial Services
Texas
$519K -$767K -15,548 -60%
KeyBank National Association
209
KeyBank National Association
Ohio
$514K – – –
EBWM
210
Eagle Bluffs Wealth Management
Missouri
$514K +$7.34K +149 +1%
MIM
211
Marco Investment Management
Georgia
$511K -$8.86K -180 -2%
RFN
212
Redwood Financial Network
Ohio
$503K +$640 +13 +0.1%
Bank of New York Mellon
213
Bank of New York Mellon
New York
$489K +$140K +2,851 +40%
TC
214
TownSquare Capital
Utah
$485K – – –
SWM
215
Sugarloaf Wealth Management
Georgia
$476K +$200K +4,050 +72%
GL
216
Graypoint LLC
New York
$473K -$231K -4,685 -33%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$468K +$74.1K +1,506 +19%
TP
218
Tranquility Partners
Tennessee
$463K -$15K -305 -3%
GRP
219
Global Retirement Partners
California
$456K – – –
HWM
220
Howard Wealth Management
Connecticut
$443K -$885K -17,974 -67%
MM
221
Meridian Management
Arkansas
$441K -$738 -15 -0.2%
ES
222
ETF Store
Kansas
$432K -$70.3K -1,429 -14%
JSW
223
Journey Strategic Wealth
New Jersey
$414K – – –
VC
224
Vicus Capital
Pennsylvania
$412K -$37.3K -756 -8%
WC
225
Whitney & Co
New York
$404K -$83.6K -1,697 -17%
7 8
9
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