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iShares Short Maturity Bond ETF
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Overview Fund Activity

339 hedge funds and large institutions have $2.59B invested in iShares Short Maturity Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-19
Holders Change %
-5.31%
% of All Funds
5.43%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
35
Increased
93
Reduced
146
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$56.4M
2
Renaissance Technologies
Renaissance Technologies
New York
$27M
3
Jane Street
Jane Street
New York
$20.4M
4
ICG
InterOcean Capital Group
Tennessee
$15.9M
5
Bank of America
Bank of America
North Carolina
$448M

Top Sellers

1
PA
Planning Alternatives
Michigan
$5.75M
2
EWA
EP Wealth Advisors
California
$134K
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M
4
Morgan Stanley
Morgan Stanley
New York
$201M
5
TC
TAP Consulting
Missouri
$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
351
LGT Financial Advisors
Texas
– -$507K -10,292 Closed
HI
352
Harper Investing
California
– -$492K -9,978 Closed
WS
353
Wedbush Securities
California
– -$371K -7,531 Closed
CCG
354
Capital CS Group
California
– -$351K -7,132 Closed
FCM
355
Firestone Capital Management
Florida
– -$334K -6,775 Closed
BCMO
356
Buckingham Capital Management (Ohio)
Ohio
– -$317K -6,437 Closed
BNP Paribas Financial Markets
357
BNP Paribas Financial Markets
France
– -$312K -6,342 Closed
FCA
358
FLC Capital Advisors
California
– -$299K -6,063 Closed
AWG
359
Altus Wealth Group
Colorado
– -$298K -6,057 Closed
CCM
360
Coldstream Capital Management
Washington
– -$276K -5,597 Closed
CW
361
CreativeOne Wealth
Kansas
– -$264K -5,354 Closed
HWM
362
Howard Wealth Management
Connecticut
– -$254K -5,153 Closed
SW
363
SteelPeak Wealth
California
– -$232K -4,708 Closed
NCM
364
NCM Capital Management
New Jersey
– -$227K -4,604 Closed
DC
365
Davenport & Co
Virginia
– -$226K -4,581 Closed
GL
366
Graypoint LLC
New York
– -$218K -4,427 Closed
Lido Advisors
367
Lido Advisors
California
– -$211K -4,279 Closed
RCS
368
Retirement Capital Strategies
California
– -$208K -4,216 Closed
RFN
369
Redwood Financial Network
Ohio
– -$207K -4,211 Closed
TWM
370
TriaGen Wealth Management
California
– -$201K -4,070 Closed
MCC
371
Money Concepts Capital
Florida
– -$123K -2,501 Closed
AWM
372
Accurate Wealth Management
Florida
– -$68.8K -1,393 Closed
FHA
373
First Horizon Advisors
Tennessee
– -$62.9K -1,276 Closed
DWP
374
Destiny Wealth Partners
Florida
– -$51K -1,036 Closed
LS
375
Leelyn Smith
Illinois
– -$44.4K -902 Closed
12 13 14
15
16