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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 %
VFM
301
Valley Financial Management
New York
$17.8K – – –
HI
302
Harbour Investments
Wisconsin
$17.4K -$12.4K -249 -42%
AF
303
Advisornet Financial
Minnesota
$16.6K -$22.4K -451 -57%
WWP
304
WR Wealth Planners
Missouri
$16.4K – – –
SIS
305
Sound Income Strategies
Florida
$15.9K – – –
First Manhattan
306
First Manhattan
New York
$11.4K – – –
TRCT
307
Tower Research Capital (TRC)
New York
$10.6K -$1.09K -22 -9%
FWM
308
Focused Wealth Management
New York
$10.3K -$199 -4 -2%
HWA
309
HHM Wealth Advisors
Tennessee
$9.94K +$9.94K +200 New
GFPC
310
Global Financial Private Client
Florida
$9.91K – – –
IGWM
311
ICA Group Wealth Management
Colorado
$9.7K +$9.36K +188 +2,686%
NCM
312
Northwest Capital Management
Oregon
$9.35K +$9.35K +188 New
CSB
313
City State Bank
Iowa
$9K – – –
IA
314
IFP Advisors
Florida
$8.7K – – –
CM
315
Cohanzick Management
New York
$6.36K +$6.36K +6,363 New
AIM
316
Anchor Investment Management
South Carolina
$6.22K – – –
JFA
317
JNBA Financial Advisors
Minnesota
$5.75K +$1.54K +31 +36%
LIA
318
Luken Investment Analytics
Tennessee
$4.97K – – –
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.62K – – –
IRC
320
Investors Research Corp
Georgia
$4.38K – – –
CAL
321
Capital Analysts LLC
Pennsylvania
$4K +$49 +1 +1%
CAS
322
Coppell Advisory Solutions
Texas
$3.33K +$3.33K +67 New
WAS
323
Winch Advisory Services
Wisconsin
$3K +$44 +1 +1%
HCP
324
Hexagon Capital Partners
Arkansas
$1.74K – – –
CPG
325
Cornerstone Planning Group
New Jersey
$1.44K +$1.44K +29 New
11 12
13
14 15