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iShares Short Maturity Bond ETF
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Overview Fund Activity

333 hedge funds and large institutions have $2.02B invested in iShares Short Maturity Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+5
Holders Change %
+1.52%
% of All Funds
5.31%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
41
Increased
99
Reduced
135
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$49.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.8M
3
FTUS
Flow Traders U.S.
New York
$13.8M
4
ICG
InterOcean Capital Group
Tennessee
$12.8M
5
EWA
EP Wealth Advisors
California
$8.35M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$188M
2
Jane Street
Jane Street
New York
$12.3M
3
SLF
Sun Life Financial
Ontario, Canada
$0
4
Morgan Stanley
Morgan Stanley
New York
$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
226
Sequoia Financial Advisors
Ohio
$381K -$50.1K -1,005 -12%
CA
227
Clearstead Advisors
Ohio
$380K +$227K +4,545 +148%
MM
228
Main Management
California
$379K – – –
PIMG
229
Patriot Investment Management Group
Tennessee
$375K -$31.3K -628 -8%
IF
230
Intrua Financial
Texas
$372K -$89.8K -1,800 -19%
VCP
231
Verus Capital Partners
Arizona
$371K -$47.6K -955 -11%
Millennium Management
232
Millennium Management
New York
$364K +$364K +7,298 New
CAGAS
233
Capital Advisory Group Advisory Services
Minnesota
$359K +$359K +7,200 New
COCM
234
Charter Oak Capital Management
New Hampshire
$350K +$349 +7 +0.1%
FWSM
235
First Wilshire Securities Management
California
$349K -$30K -600 -8%
WC
236
Whitney & Co
New York
$347K -$1.25K -25 -0.4%
NS
237
NBC Securities
Alabama
$347K +$347K +6,973 New
USCWA
238
U.S. Capital Wealth Advisors
Texas
$345K – – –
OMC
239
Old Mission Capital
Illinois
$343K -$120K -2,411 -26%
RCG
240
Regatta Capital Group
California
$340K -$10.1K -202 -3%
HI
241
Harbour Investments
Wisconsin
$338K +$321K +6,429 +1,832%
SPAS
242
Spectrum Planning & Advisory Services
California
$319K -$14.2K -284 -4%
AR
243
Apeiron RIA
Texas
$311K -$549 -11 -0.2%
ACI
244
Alpha Cubed Investments
California
$295K +$5.84K +117 +2%
IC
245
Inscription Capital
Texas
$289K – – –
FFA
246
Farther Finance Advisors
California
$287K -$50 -1 -0%
WC
247
Waterloo Capital
Texas
$287K -$125K -2,507 -30%
MIH
248
Meitav Investment House
Israel
$278K -$34.7K -698 -11%
PAMG
249
Patton Albertson Miller Group
Tennessee
$268K – – –
IAIM
250
International Assets Investment Management
Florida
$263K +$263K +5,370 New
8 9
10
11 12