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iShares Short Maturity Bond ETF
NEAR

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 %
JFA
326
JNBA Financial Advisors
Minnesota
$6.02K +$101 +2 +2%
NEAM
327
New England Asset Management
Connecticut
$5.05K – – –
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.7K – – –
CAL
329
Capital Analysts LLC
Pennsylvania
$4K +$96 +2 +2%
WAS
330
Winch Advisory Services
Wisconsin
$3.55K +$51 +1 +1%
CAS
331
Coppell Advisory Solutions
Texas
$3.39K +$3.39K +67 New
PA
332
PSI Advisors
Florida
$1.57K +$1.57K +31 New
CFD
333
Creative Financial Designs
Indiana
$1.11K – – –
HGERS
334
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
AWM
335
AllSquare Wealth Management
New York
$657 – – –
IGWM
336
ICA Group Wealth Management
Colorado
$357 +$357 +7 New
HWP
337
Highline Wealth Partners
California
$152 – – –
S
338
Sachetta
Massachusetts
$51 +$51 +1 New
OP
339
ORG Partners
Indiana
$4 – – –
FTUS
340
Flow Traders U.S.
New York
– -$13.8M -276,374 Closed
Jane Street
341
Jane Street
New York
– -$12.3M -247,176 Closed
CCFM
342
Clear Creek Financial Management
Washington
– -$4.73M -94,822 Closed
FAM
343
Forte Asset Management
New York
– -$2.86M -57,335 Closed
MWM
344
MY Wealth Management
Maryland
– -$2.05M -41,001 Closed
WA
345
Win Advisors
Florida
– -$1.52M -30,494 Closed
CW
346
Connectus Wealth
Ohio
– -$834K -16,720 Closed
HF
347
HRT Financial
New York
– -$695K -13,936 Closed
WTB
348
Washington Trust Bank
Washington
– -$675K -13,532 Closed
Koshinski Asset Management
349
Koshinski Asset Management
Illinois
– -$612K -12,264 Closed
Susquehanna International Group
350
Susquehanna International Group
Pennsylvania
– -$535K -10,728 Closed
12 13
14
15 16