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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$434M 8,813,017 +735,192 +9%
EWA
2
EP Wealth Advisors
California
$303M 6,141,785 +473,108 +8%
Morgan Stanley
3
Morgan Stanley
New York
$229M 4,639,982 -2,559,983 -36%
BlackRock
4
BlackRock
New York
$195M 3,965,564 +2,533,051 +177%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$113M 2,291,216 -611,144 -21%
UBS Group
6
UBS Group
Switzerland
$107M 2,165,733 -51,323 -2%
BI
7
Bramshill Investments
Florida
$94.6M 1,919,375 -67,395 -3%
USAA
8
United Services Automobile Association
Texas
$93.6M 1,899,309 +1,899,309 New
TC
9
TAP Consulting
Missouri
$87.3M 1,771,512 -288,811 -14%
Wells Fargo
10
Wells Fargo
California
$82.4M 1,672,161 -510,836 -23%
LPL Financial
11
LPL Financial
California
$73.4M 1,489,774 +44,490 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$71.1M 1,443,519 -198,845 -12%
TFS
13
TrustCore Financial Services
Tennessee
$65.3M 1,325,012 -73,417 -5%
PA
14
Planning Alternatives
Michigan
$59.2M 1,200,605 +1,200,605 New
CCA
15
Clearwater Capital Advisors
Illinois
$57.6M 1,169,377 -14,106 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$45.8M 930,475 +104,375 +13%
KWILP
17
Kiwi Wealth Investments Limited Partnership
New Zealand
$45.4M 922,316 +922,316 New
SLF
18
Sun Life Financial
Ontario, Canada
$39.9M 810,259 – –
DCM
19
Donaldson Capital Management
Indiana
$37M 751,913 -16,013 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$34.7M 705,057 -215,515 -23%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$31.6M 641,003 -2,418 -0.4%
BCM
22
Brookstone Capital Management
Illinois
$28.2M 571,236 -49,265 -8%
Osaic Holdings
23
Osaic Holdings
Arizona
$26.6M 540,654 +64,909 +14%
SAM
24
Securian Asset Management
Minnesota
$26.6M 539,595 -2,390 -0.4%
Corient Private Wealth
25
Corient Private Wealth
Florida
$25.1M 510,336 +510,336 New
1
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