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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
+$55.2M
2
Renaissance Technologies
Renaissance Technologies
New York
+$27M
3
Jane Street
Jane Street
New York
+$17M
4
ICG
InterOcean Capital Group
Tennessee
+$14.3M
5
Bank of America
Bank of America
North Carolina
+$11.1M

Top Sellers

1
PA
Planning Alternatives
Michigan
-$53.8M
2
EWA
EP Wealth Advisors
California
-$38.9M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
-$30M
4
Morgan Stanley
Morgan Stanley
New York
-$29M
5
TC
TAP Consulting
Missouri
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
251
Sheaff Brock Investment Advisors
Indiana
$248K – – –
Barclays
252
Barclays
United Kingdom
$247K +$247K +4,970 New
CB
253
Cadence Bank
Mississippi
$246K – – –
GVAG
254
Great Valley Advisor Group
Delaware
$246K +$246K +4,951 New
AAS
255
Avantax Advisory Services
Texas
$243K -$1M -20,225 -80%
GSEP
256
Golden State Equity Partners
California
$240K +$240K +4,844 New
FAM
257
Flaharty Asset Management
Florida
$239K – – –
AIM
258
Aspen Investment Management
Michigan
$238K – – –
LG
259
LaFleur & Godfrey
Michigan
$235K -$14.3K -288 -6%
ALS
260
Andrew L. Share
$234K +$7.49K +151 +3%
PPW
261
Parcion Private Wealth
Washington
$234K +$234K +4,720 New
FAM
262
Formidable Asset Management
Ohio
$232K – – –
FHA
263
Flagship Harbor Advisors
Massachusetts
$226K -$41.1K -828 -15%
BA
264
Bellwether Advisors
Nebraska
$225K -$11.9K -239 -5%
CIAS
265
CFS Investment Advisory Services
New Jersey
$222K -$14.4K -291 -6%
FAT
266
First American Trust
California
$218K +$2.53K +51 +1%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$216K +$187K +3,778 +657%
AUB
268
Atlantic Union Bankshares
Virginia
$214K – – –
RAG
269
RIA Advisory Group
Iowa
$214K -$10.2K -206 -5%
WFA
270
WestHill Financial Advisors
California
$211K +$211K +4,259 New
PCA
271
Prosperity Capital Advisors
Ohio
$210K – – –
MFA
272
Mayflower Financial Advisors
Massachusetts
$208K – – –
OCM
273
One Capital Management
California
$207K +$2.48K +50 +1%
CTFG
274
Capstone Triton Financial Group
Oklahoma
$206K -$10.5K -211 -5%
SAM
275
Strategy Asset Managers
California
$202K -$40.3K -812 -17%
9 10
11
12 13