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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 %
Fidelity Investments
251
Fidelity Investments
Massachusetts
$254K -$95.2M -1,884,939 -100%
FAM
252
Family Asset Management
South Carolina
$254K – – –
SBIA
253
Sheaff Brock Investment Advisors
Indiana
$253K – – –
PWS
254
Physician Wealth Solutions
Nevada
$251K +$251K +4,978 New
Barclays
255
Barclays
United Kingdom
$251K – – –
ALS
256
Andrew L. Share
$246K +$6.77K +134 +3%
RA
257
RFG Advisory
Alabama
$242K +$4.7K +93 +2%
VW
258
Vance Wealth
California
$239K +$1.62K +32 +0.7%
AR
259
Apeiron RIA
Texas
$238K -$77.1K -1,527 -24%
MGIA
260
Moneta Group Investment Advisors
Missouri
$234K +$234K +4,638 New
OCM
261
One Capital Management
California
$232K -$19.2K -380 -8%
DCM
262
DGS Capital Management
New Jersey
$230K +$9.09K +180 +4%
FAM
263
Formidable Asset Management
Ohio
$226K – – –
AAS
264
Avantax Advisory Services
Texas
$212K +$212K +4,205 New
MFA
265
Mayflower Financial Advisors
Massachusetts
$212K – – –
WFA
266
WestHill Financial Advisors
California
$212K – – –
PS
267
Principal Securities
Iowa
$210K +$210K +4,161 New
CTFG
268
Capstone Triton Financial Group
Oklahoma
$209K – – –
FHA
269
Flagship Harbor Advisors
Massachusetts
$209K -$13.2K -261 -6%
FSA
270
Financial Sense Advisors
California
$208K – – –
SAM
271
Strategy Asset Managers
California
$205K -$707 -14 -0.3%
LFA
272
LGT Financial Advisors
Texas
$204K -$61.1K -1,209 -23%
TA
273
TrueWealth Advisors
Alabama
$202K +$202K +4,000 New
PCA
274
Prosperity Capital Advisors
Ohio
$200K +$200K +3,958 New
CA
275
Clearstead Advisors
Ohio
$192K -$192K -3,809 -50%
9 10
11
12 13