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iShares Short Maturity Bond ETF
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Overview Fund Activity

338 hedge funds and large institutions have $2.07B invested in iShares Short Maturity Bond ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 104 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
4.96%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
44
Increased
104
Reduced
130
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$305M
2
TC
2
TAP Consulting
Missouri
$82.5M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$26.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$64.1M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$13.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$254K
2
UBS Group
2
UBS Group
Switzerland
$55M
3
Bank of America
3
Bank of America
North Carolina
$173M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16M
5
LPL Financial
5
LPL Financial
California
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWSM
226
First Wilshire Securities Management
California
$353K – – –
COCM
227
Charter Oak Capital Management
New Hampshire
$352K -$2.37K -47 -0.7%
USCWA
228
U.S. Capital Wealth Advisors
Texas
$349K – – –
OCM
229
Objective Capital Management
Ohio
$349K +$349K +6,900 New
GWM
230
Geneos Wealth Management
Colorado
$348K +$155K +3,065 +80%
MM
231
Meridian Management
Arkansas
$348K -$54.2K -1,075 -13%
FWM
232
Fortress Wealth Management
California
$339K -$298K -5,893 -47%
PFM
233
Phillips Financial Management
Indiana
$337K +$337K +6,665 New
HI
234
Harbour Investments
Wisconsin
$328K -$14.1K -280 -4%
CIAS
235
Capital Investment Advisory Services
North Carolina
$327K -$104K -2,057 -24%
SWP
236
Stratos Wealth Partners
Ohio
$321K -$102K -2,018 -24%
SPAS
237
Spectrum Planning & Advisory Services
California
$319K -$3.18K -63 -1%
NS
238
NBC Securities
Alabama
$316K -$35.2K -699 -10%
NCM
239
New Capital Management
Texas
$315K -$95.3K -1,886 -23%
FFA
240
Farther Finance Advisors
California
$303K +$12K +237 +4%
IC
241
Inscription Capital
Texas
$293K – – –
ACI
242
Alpha Cubed Investments
California
$292K -$5.91K -117 -2%
GKWIM
243
Gerber Kawasaki Wealth & Investment Management
California
$283K -$136K -2,696 -32%
MIH
244
Meitav Investment House
Israel
$281K – – –
VCP
245
Verus Capital Partners
Arizona
$278K -$97.5K -1,929 -26%
PAMG
246
Patton Albertson Miller Group
Tennessee
$271K – – –
CKAIS
247
Christensen King & Associates Investment Services
Washington
$270K +$270K +5,337 New
GRP
248
Global Retirement Partners
California
$267K -$249K -4,919 -48%
MFS
249
Madrona Financial Services
Washington
$259K – – –
SCM
250
Steele Capital Management
Iowa
$255K +$255K +5,048 New
8 9
10
11 12