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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$398M 8,077,825 +4,150,478 +106%
Morgan Stanley
2
Morgan Stanley
New York
$355M 7,199,965 -364,083 -5%
EWA
3
EP Wealth Advisors
California
$279M 5,668,677 +666,843 +13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$143M 2,902,360 -1,623,765 -36%
UBS Group
5
UBS Group
Switzerland
$109M 2,217,056 -350,282 -14%
Wells Fargo
6
Wells Fargo
California
$108M 2,182,997 +109,347 +5%
TC
7
TAP Consulting
Missouri
$101M 2,060,323 +1,376,321 +201%
BI
8
Bramshill Investments
Florida
$97.9M 1,986,770 -71,196 -3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$80.9M 1,642,364 -25,669 -2%
LPL Financial
10
LPL Financial
California
$71.2M 1,445,284 +105,504 +8%
BlackRock
11
BlackRock
New York
$70.6M 1,432,513 -122,140 -8%
TFS
12
TrustCore Financial Services
Tennessee
$68.9M 1,398,429 -34,596 -2%
CCA
13
Clearwater Capital Advisors
Illinois
$58.3M 1,183,483 -20,882 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$45.3M 920,572 +138,544 +18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$40.7M 826,100 +187,354 +29%
SLF
16
Sun Life Financial
Ontario, Canada
$39.9M 810,259 – –
DCM
17
Donaldson Capital Management
Indiana
$37.8M 767,926 -87,933 -10%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$31.7M 643,421 -21,223 -3%
BCM
19
Brookstone Capital Management
Illinois
$30.5M 620,501 -40,761 -6%
SAM
20
Securian Asset Management
Minnesota
$26.7M 541,985 – –
KPW
21
Kore Private Wealth
New York
$26.2M 531,103 -10,148 -2%
CT
22
Columbia Trust
Oregon
$24.8M 502,489 -1,051 -0.2%
Osaic Holdings
23
Osaic Holdings
Arizona
$23.4M 475,745 -365,066 -43%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$21.8M 441,684 +263,630 +148%
RCS
25
Retirement Capital Strategies
California
$21.7M 440,696 +440,696 New
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