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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$373M 7,564,048 +758,245 +11%
EWA
2
EP Wealth Advisors
California
$246M 5,001,834 +5,001,834 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$223M 4,526,125 -40 -0%
Bank of America
4
Bank of America
North Carolina
$193M 3,927,347 +381,474 +11%
UBS Group
5
UBS Group
Switzerland
$126M 2,567,338 +4,720 +0.2%
Wells Fargo
6
Wells Fargo
California
$102M 2,073,650 -111,414 -5%
BI
7
Bramshill Investments
Florida
$101M 2,057,966 -66,992 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$82.2M 1,668,033 +475,969 +40%
BlackRock
9
BlackRock
New York
$76.6M 1,554,653 -156,532 -9%
TFS
10
TrustCore Financial Services
Tennessee
$70.6M 1,433,025 +78,165 +6%
LPL Financial
11
LPL Financial
California
$66M 1,339,780 +142,560 +12%
CCA
12
Clearwater Capital Advisors
Illinois
$59.3M 1,204,365 -38,781 -3%
SRC
13
Shufro Rose & Co
New York
$48.1M 975,922 +35,683 +4%
Jane Street
14
Jane Street
New York
$43.2M 876,504 +876,504 New
DCM
15
Donaldson Capital Management
Indiana
$42.2M 855,859 -71,593 -8%
Osaic Holdings
16
Osaic Holdings
Arizona
$41.4M 840,811 -138,474 -14%
SLF
17
Sun Life Financial
Ontario, Canada
$39.9M 810,259 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$38.5M 782,028 -27,319 -3%
TC
19
TAP Consulting
Missouri
$33.7M 684,002 +684,002 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$32.7M 664,644 +496,096 +294%
BCM
21
Brookstone Capital Management
Illinois
$32.5M 661,262 +398,427 +152%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$31.5M 638,746 +91,453 +17%
SAM
23
Securian Asset Management
Minnesota
$26.7M 541,985 – –
KPW
24
Kore Private Wealth
New York
$26.7M 541,251 -40,620 -7%
CT
25
Columbia Trust
Oregon
$24.8M 503,540 -8,389 -2%
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