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iShares Short Maturity Bond ETF
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Overview Fund Activity

358 hedge funds and large institutions have $2.57B invested in iShares Short Maturity Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 145 reducing their positions, and 45 closing their positions.

Holders
358
Holders Change
-7
Holders Change %
-1.92%
% of All Funds
5.67%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.36%
New
42
Increased
99
Reduced
145
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$105M
2
Morgan Stanley
2
Morgan Stanley
New York
$337M
3
Wells Fargo
3
Wells Fargo
California
$108M
4
SRC
4
Shufro Rose & Co
New York
$46.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$47.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$84.8M
2
Bank of America
2
Bank of America
North Carolina
$176M
3
UIA
3
UBP Investment Advisors
Switzerland
$940K
4
WTB
4
Washington Trust Bank
Washington
$710K
5
SLF
5
Sun Life Financial
Ontario, Canada
$40.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$337M 6,805,803 +775,054 +13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$224M 4,526,165 +4 +0%
Bank of America
3
Bank of America
North Carolina
$176M 3,545,873 -1,497,075 -30%
UBS Group
4
UBS Group
Switzerland
$127M 2,562,618 -27,513 -1%
Wells Fargo
5
Wells Fargo
California
$108M 2,185,064 +770,211 +54%
BI
6
Bramshill Investments
Florida
$105M 2,124,958 +817,089 +62%
BlackRock
7
BlackRock
New York
$84.8M 1,711,185 -5,806,008 -77%
TFS
8
TrustCore Financial Services
Tennessee
$67.2M 1,354,860 +398,426 +42%
CCA
9
Clearwater Capital Advisors
Illinois
$61.6M 1,243,146 +347,819 +39%
LPL Financial
10
LPL Financial
California
$59.3M 1,197,220 +108,382 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$59.1M 1,192,064 +165,985 +16%
Osaic Holdings
12
Osaic Holdings
Arizona
$47.5M 979,285 +483,884 +98%
SRC
13
Shufro Rose & Co
New York
$46.6M 940,239 +572,084 +155%
DCM
14
Donaldson Capital Management
Indiana
$46M 927,452 +47,778 +5%
EG
15
Enstar Group
Bermuda
$45.4M 915,711 – –
SLF
16
Sun Life Financial
Ontario, Canada
$40.2M 810,259 -267,000 -25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$40.1M 809,347 -60,644 -7%
KPW
18
Kore Private Wealth
New York
$28.8M 581,871 – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$27.1M 547,293 +28,936 +6%
SAM
20
Securian Asset Management
Minnesota
$26.9M 541,985 – –
RVPG
21
Relative Value Partners Group
$25.5M 514,825 -20,165 -4%
CT
22
Columbia Trust
Oregon
$25.4M 511,929 +20,384 +4%
RBC
23
Roble Belko & Company
Pennsylvania
$20.2M 407,622 -21,130 -5%
MBT
24
Montecito Bank & Trust
California
$19.4M 391,485 +113,813 +41%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$17.5M 354,009 – –
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