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iShares Short Maturity Bond ETF
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Overview Fund Activity

328 hedge funds and large institutions have $2.6B invested in iShares Short Maturity Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 140 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-11
Holders Change %
-3.24%
% of All Funds
5.17%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
26
Increased
97
Reduced
140
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$64.2M
2
RPSA
2
Richard P. Slaughter Associates
Texas
$32.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$119M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$20M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$6.34M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$348M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
BlackRock
3
BlackRock
New York
$74.5M
4
USAA
4
United Services Automobile Association
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
Flagship Harbor Advisors
Massachusetts
$238K +$11.2K +226 +5%
LG
252
LaFleur & Godfrey
Michigan
$235K – – –
ALS
253
Andrew L. Share
$235K – – –
HIP
254
HUB Investment Partners
Texas
$229K -$173K -3,481 -43%
PCA
255
Prosperity Capital Advisors
Ohio
$226K +$16K +322 +8%
AAS
256
Avantax Advisory Services
Texas
$226K -$17.5K -352 -7%
BA
257
Bellwether Advisors
Nebraska
$226K – – –
FAM
258
Formidable Asset Management
Ohio
$223K -$10.2K -204 -4%
CIAS
259
CFS Investment Advisory Services
New Jersey
$222K – – –
AUB
260
Atlantic Union Bankshares
Virginia
$215K – – –
WFA
261
WestHill Financial Advisors
California
$212K – – –
MFA
262
Mayflower Financial Advisors
Massachusetts
$209K – – –
CTFG
263
Capstone Triton Financial Group
Oklahoma
$206K -$796 -16 -0.4%
IWC
264
Integrated Wealth Concepts
Massachusetts
$205K +$205K +4,118 New
SAM
265
Strategy Asset Managers
California
$203K +$447 +9 +0.2%
OCM
266
One Capital Management
California
$202K -$4.97K -100 -2%
Lido Advisors
267
Lido Advisors
California
$201K +$201K +4,039 New
LNWWM
268
Laird Norton Wetherby Wealth Management
California
$200K -$201K -4,036 -50%
PTC
269
Private Trust Company
Ohio
$167K +$139K +2,803 +511%
TWM
270
Tradition Wealth Management
Minnesota
$154K -$30.6K -616 -17%
CA
271
Clearstead Advisors
Ohio
$153K +$36.8K +740 +32%
PK
272
Pflug Koory
Nebraska
$147K – – –
CIR
273
Clear Investment Research
Georgia
$123K +$73.5K +1,479 +149%
GEA
274
Glen Eagle Advisors
New Jersey
$93K -$7.71K -155 -8%
TFGT
275
TS Financial Group (TSFG)
Illinois
$88K -$49.6K -1,000 -36%
9 10
11
12 13