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iShares Short Maturity Bond ETF
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Overview Fund Activity

339 hedge funds and large institutions have $2.59B invested in iShares Short Maturity Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-19
Holders Change %
-5.31%
% of All Funds
5.43%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
35
Increased
93
Reduced
146
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$56.4M
2
Renaissance Technologies
Renaissance Technologies
New York
$27M
3
Jane Street
Jane Street
New York
$20.4M
4
ICG
InterOcean Capital Group
Tennessee
$15.9M
5
Bank of America
Bank of America
North Carolina
$448M

Top Sellers

1
PA
Planning Alternatives
Michigan
$5.75M
2
EWA
EP Wealth Advisors
California
$134K
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M
4
Morgan Stanley
Morgan Stanley
New York
$201M
5
TC
TAP Consulting
Missouri
$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIAS
226
Garden State Investment Advisory Services
New Jersey
$330K +$39.7K +800 +14%
RCG
227
Regatta Capital Group
California
$316K – – –
MIH
228
Meitav Investment House
Israel
$314K -$7.97K -160 -2%
AR
229
Apeiron RIA
Texas
$310K – – –
Brown Advisory
230
Brown Advisory
Maryland
$304K +$304K +6,130 New
CSPAM
231
Cary Street Partners Asset Management
Virginia
$294K – – –
SGCA
232
Steel Grove Capital Advisors
Tennessee
$291K +$291K +5,873 New
FFA
233
Farther Finance Advisors
California
$290K -$20.3K -409 -7%
IC
234
Inscription Capital
Texas
$288K – – –
ACI
235
Alpha Cubed Investments
California
$287K -$66.7K -1,345 -19%
CAGAS
236
Capital Advisory Group Advisory Services
Minnesota
$283K +$283K +5,700 New
MGIA
237
Moneta Group Investment Advisors
Missouri
$282K +$282K +5,681 New
LWM
238
Ledge Wealth Management
Minnesota
$280K -$13.1K -265 -4%
PFS
239
Prospera Financial Services
Texas
$278K -$218K -4,403 -44%
NCM
240
New Capital Management
Texas
$276K +$50.7K +1,023 +23%
DAS
241
Dynamic Advisor Solutions
Arizona
$272K -$77.9K -1,571 -22%
MFS
242
Madrona Financial Services
Washington
$270K +$15.7K +316 +6%
CHJWM
243
Carlton Hofferkamp & Jenks Wealth Management
Texas
$269K -$98.4K -1,985 -27%
WWM
244
WJ Wealth Management
Arizona
$269K +$28.5K +575 +12%
BFEC
245
Benjamin F. Edwards & Company
Missouri
$267K +$48.2K +973 +22%
PAMG
246
Patton Albertson Miller Group
Tennessee
$266K – – –
IWN
247
Independent Wealth Network
Iowa
$265K -$11.1K -224 -4%
IAIM
248
International Assets Investment Management
Florida
$261K -$16.9K -346 -6%
FA
249
FDx Advisors
Illinois
$259K – – –
RA
250
RFG Advisory
Alabama
$259K +$6.05K +122 +2%
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10
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