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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 %
LFA
201
LGT Financial Advisors
Texas
$507K +$507K +10,292 New
CIAS
202
Capital Investment Advisory Services
North Carolina
$494K -$106K -2,160 -18%
PFS
203
Prospera Financial Services
Texas
$493K -$26K -527 -5%
HI
204
Harper Investing
California
$492K -$723K -14,674 -60%
TC
205
TownSquare Capital
Utah
$489K +$3.79K +77 +0.8%
BWCS
206
Beirne Wealth Consulting Services
Connecticut
$489K -$97.8K -1,985 -17%
COCM
207
Charter Oak Capital Management
New Hampshire
$483K -$200K -4,061 -29%
GRP
208
Global Retirement Partners
California
$471K -$2.71K -55 -0.6%
SFG
209
Summit Financial Group
West Virginia
$449K -$589K -11,955 -57%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$446K +$64.5K +1,309 +17%
SFA
211
Sequoia Financial Advisors
Ohio
$444K +$444K +9,008 New
WA
212
Wealth Alliance
New York
$443K +$197K +3,999 +80%
MM
213
Meridian Management
Arkansas
$441K – – –
ES
214
ETF Store
Kansas
$440K +$3.32K +67 +0.8%
First Trust Advisors
215
First Trust Advisors
Illinois
$436K -$13.9K -282 -3%
PFT
216
Providence First Trust
Arizona
$427K -$98.1K -1,991 -19%
SG
217
Somerset Group
Minnesota
$426K – – –
WIM
218
Waycross Investment Management
Washington
$415K +$415K +8,427 New
CSI
219
Cross Staff Investments
New York
$413K – – –
WC
220
Whitney & Co
New York
$404K -$641 -13 -0.2%
LNWWM
221
Laird Norton Wetherby Wealth Management
California
$397K – – –
MSFS
222
Main Street Financial Solutions
Pennsylvania
$376K -$70.9K -1,441 -16%
MM
223
Main Management
California
$374K – – –
WS
224
Wedbush Securities
California
$371K +$99.9K +2,027 +37%
CHJWM
225
Carlton Hofferkamp & Jenks Wealth Management
Texas
$367K -$844K -17,036 -70%
7 8
9
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