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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
1
Renaissance Technologies
New York
$49.7M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$19.8M
3
FTUS
3
Flow Traders U.S.
New York
$13.8M
4
ICG
4
InterOcean Capital Group
Tennessee
$12.8M
5
EWA
5
EP Wealth Advisors
California
$8.35M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$188M
2
Jane Street
2
Jane Street
New York
$12.3M
3
SLF
3
Sun Life Financial
Ontario, Canada
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$151M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
301
Founders Financial Alliance
North Carolina
$24.5K -$1.35K -27 -5%
HCA
302
Heck Capital Advisors
Wisconsin
$21.4K – – –
VWM
303
Valley Wealth Managers
New Jersey
$17.9K +$17.9K +359 New
AF
304
Advisornet Financial
Minnesota
$16.7K – – –
WWP
305
WR Wealth Planners
Missouri
$16.5K – – –
US Bancorp
306
US Bancorp
Minnesota
$16.2K -$13.1K -263 -45%
SIS
307
Sound Income Strategies
Florida
$15.9K – – –
FCAS
308
First Command Advisory Services
Texas
$12.6K +$12.6K +252 New
First Manhattan
309
First Manhattan
New York
$11.4K – – –
SWM
310
Sanctuary Wealth Management
Idaho
$10.7K +$10.7K +215 New
IA
311
IFP Advisors
Florida
$10.3K +$1.6K +32 +18%
FWM
312
Focused Wealth Management
New York
$10.2K -$100 -2 -1%
HWA
313
HHM Wealth Advisors
Tennessee
$9.98K – – –
GFPC
314
Global Financial Private Client
Florida
$9.94K – – –
PWMG
315
Provence Wealth Management Group
California
$9.93K +$9.93K +199 New
NCM
316
Northwest Capital Management
Oregon
$9.38K – – –
CSB
317
City State Bank
Iowa
$9K – – –
PCM
318
Penserra Capital Management
California
$7K -$12K -253 -63%
AIM
319
Anchor Investment Management
South Carolina
$6.24K – – –
GM
320
GeoWealth Management
Illinois
$6K +$6K +113 New
JFA
321
JNBA Financial Advisors
Minnesota
$5.84K +$50 +1 +0.9%
NEAM
322
New England Asset Management
Connecticut
$4.99K +$4.99K +100 New
FDCDDQ
323
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.64K – – –
CAL
324
Capital Analysts LLC
Pennsylvania
$4K – – –
WAS
325
Winch Advisory Services
Wisconsin
$3K +$43 +1 +1%
11 12
13
14 15