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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 %
SWP
201
Stratos Wealth Partners
Ohio
$521K -$50.1K -1,016 -9%
PFS
202
Prospera Financial Services
Texas
$518K – – –
EBWM
203
Eagle Bluffs Wealth Management
Missouri
$515K +$1.03K +21 +0.2%
KeyBank National Association
204
KeyBank National Association
Ohio
$514K – – –
MIM
205
Marco Investment Management
Georgia
$513K +$1.92K +39 +0.4%
TC
206
TownSquare Capital
Utah
$485K – – –
GRP
207
Global Retirement Partners
California
$473K +$17.9K +365 +4%
RFN
208
Redwood Financial Network
Ohio
$463K -$39.7K -807 -8%
First Trust Advisors
209
First Trust Advisors
Illinois
$450K -$127K -2,581 -22%
MSFS
210
Main Street Financial Solutions
Pennsylvania
$447K -$338K -6,861 -43%
MM
211
Meridian Management
Arkansas
$441K – – –
TP
212
Tranquility Partners
Tennessee
$439K -$24.1K -489 -5%
ES
213
ETF Store
Kansas
$434K +$1.08K +22 +0.3%
SG
214
Somerset Group
Minnesota
$426K +$49.8K +1,012 +13%
CSI
215
Cross Staff Investments
New York
$413K +$125K +2,535 +43%
CI
216
CX Institutional
Indiana
$407K -$408K -8,279 -50%
WC
217
Whitney & Co
New York
$404K – – –
LNWWM
218
Laird Norton Wetherby Wealth Management
California
$397K – – –
NCM
219
NCM Capital Management
New Jersey
$394K – – –
CCG
220
Capital CS Group
California
$393K +$393K +7,979 New
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$381K -$86.9K -1,767 -19%
VW
222
Vance Wealth
California
$381K – – –
MM
223
Main Management
California
$374K – – –
AR
224
Apeiron RIA
Texas
$367K +$367K +7,475 New
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$353K -$270K -5,493 -43%
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