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iShares Short Maturity Bond ETF
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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 %
MIM
351
Moseley Investment Management
Florida
– -$478K -9,586 Closed
LGA
352
Lebenthal Global Advisors
New York
– -$389K -7,804 Closed
Millennium Management
353
Millennium Management
New York
– -$364K -7,298 Closed
WC
354
Whitney & Co
New York
– -$347K -6,965 Closed
OMC
355
Old Mission Capital
Illinois
– -$343K -6,883 Closed
RCG
356
Regatta Capital Group
California
– -$340K -6,820 Closed
WC
357
Waterloo Capital
Texas
– -$287K -5,748 Closed
IAIM
358
International Assets Investment Management
Florida
– -$263K -5,370 Closed
CB
359
Cadence Bank
Mississippi
– -$247K -4,960 Closed
GSIAS
360
Garden State Investment Advisory Services
New Jersey
– -$242K -4,850 Closed
AIM
361
Aspen Investment Management
Michigan
– -$239K -4,800 Closed
CIAS
362
CFS Investment Advisory Services
New Jersey
– -$223K -4,473 Closed
LNWWM
363
Laird Norton Wetherby Wealth Management
California
– -$201K -4,031 Closed
Lido Advisors
364
Lido Advisors
California
– -$201K -4,030 Closed
ACA
365
Aptus Capital Advisors
Alabama
– -$75.1K -1,506 Closed
William Blair & Company
366
William Blair & Company
Illinois
– -$43.5K -871 Closed
TWC
367
TD Waterhouse Canada
Ontario, Canada
– -$31.1K -625 Closed
BCM
368
BluePath Capital Management
Georgia
– -$24.9K -499 Closed
HCA
369
Heck Capital Advisors
Wisconsin
– -$21.4K -429 Closed
WWP
370
WR Wealth Planners
Missouri
– -$16.5K -330 Closed
FCAS
371
First Command Advisory Services
Texas
– -$12.6K -252 Closed
HWA
372
HHM Wealth Advisors
Tennessee
– -$9.98K -200 Closed
HCP
373
Hexagon Capital Partners
Arkansas
– -$1.75K -35 Closed
BWL
374
Bogart Wealth LLC
Virginia
– -$1.45K -29 Closed
CPG
375
Cornerstone Planning Group
New Jersey
– -$1.45K -29 Closed
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15
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