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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 %
HCP
326
Hexagon Capital Partners
Arkansas
$1.75K – – –
CPG
327
Cornerstone Planning Group
New Jersey
$1.45K – – –
BWL
328
Bogart Wealth LLC
Virginia
$1.45K +$1.45K +29 New
HGERS
329
Householder Group Estate & Retirement Specialist
Arizona
$1.2K +$1.2K +24 New
CFD
330
Creative Financial Designs
Indiana
$1.1K – – –
AIC
331
Archer Investment Corporation
Indiana
$1.04K +$1.04K +21 New
AWM
332
AllSquare Wealth Management
New York
$649 – – –
HWP
333
Highline Wealth Partners
California
$150 +$150 +3 New
SLF
334
Sun Life Financial
Ontario, Canada
– -$40.3M -810,259 Closed
AWA
335
Aaron Wealth Advisors
Illinois
– -$7.24M -145,519 Closed
EWM
336
Elmwood Wealth Management
California
– -$3.44M -69,115 Closed
HW
337
Hancock Whitney
Mississippi
– -$1.86M -37,465 Closed
CG
338
Colony Group
Massachusetts
– -$1M -20,144 Closed
NWM
339
NEIRG Wealth Management
Massachusetts
– -$873K -17,561 Closed
Bessemer Group
340
Bessemer Group
New Jersey
– -$502K -10,100 Closed
IAIM
341
Industrial Alliance Investment Management
Quebec, Canada
– -$397K -7,978 Closed
CM
342
Cohanzick Management
New York
– -$6.36K -6,363 Closed
Brown Advisory
343
Brown Advisory
Maryland
– -$300K -6,030 Closed
CHJWM
344
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$270K -5,430 Closed
MSFS
345
Main Street Financial Solutions
Pennsylvania
– -$256K -5,159 Closed
CSPAM
346
Cary Street Partners Asset Management
Virginia
– -$255K -5,123 Closed
CIA
347
Capital Investment Advisors
Georgia
– -$250K -5,019 Closed
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
– -$244K -4,917 Closed
SFG
349
Summit Financial Group
West Virginia
– -$244K -4,905 Closed
LG
350
LaFleur & Godfrey
Michigan
– -$235K -4,732 Closed
11 12 13
14
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