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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 %
PK
276
Pflug Koory
Nebraska
$146K -$698 -14 -0.5%
ITIM
277
Indiana Trust & Investment Management
Indiana
$144K +$144K +2,884 New
PTC
278
Private Trust Company
Ohio
$136K -$31K -621 -19%
GEA
279
Glen Eagle Advisors
New Jersey
$93.3K – – –
CIR
280
Clear Investment Research
Georgia
$90.2K -$33.2K -666 -27%
TFGT
281
TS Financial Group (TSFG)
Illinois
$89K – – –
LWANC
282
Laurel Wealth Advisors (North Carolina)
North Carolina
$75.7K -$4.64K -93 -6%
ACA
283
Aptus Capital Advisors
Alabama
$75.1K +$75.1K +1,506 New
VWM
284
Venturi Wealth Management
Texas
$66.2K – – –
LIA
285
Luken Investment Analytics
Tennessee
$55.1K +$50.1K +1,005 +1,005%
IHWM
286
Iron Horse Wealth Management
Iowa
$50.1K -$14.5K -291 -22%
GJIA
287
Glass Jacobson Investment Advisors
Maryland
$47.9K +$50 +1 +0.1%
TAM
288
Tucker Asset Management
Colorado
$47.1K – – –
William Blair & Company
289
William Blair & Company
Illinois
$43.5K +$14.9K +298 +52%
MAWCM
290
Mine & Arao Wealth Creation & Management
California
$42.8K -$24.9K -500 -37%
RFA
291
Resurgent Financial Advisors
Georgia
$42.6K – – –
SFA
292
Semmax Financial Advisors
North Carolina
$41.6K +$41.6K +835 New
GA
293
GoalVest Advisory
New York
$39.3K +$16.2K +325 +70%
PPWM
294
PFG Private Wealth Management
Florida
$34.9K – – –
IPW
295
Impact Partnership Wealth
Georgia
$34.5K +$34.5K +692 New
S
296
SignatureFD
Georgia
$33.3K – – –
TWC
297
TD Waterhouse Canada
Ontario, Canada
$31.1K – – –
FHA
298
First Horizon Advisors
Tennessee
$30.5K +$30.5K +612 New
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$28.7K – – –
BCM
300
BluePath Capital Management
Georgia
$24.9K +$24.9K +499 New
10 11
12
13 14