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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.

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

Top Sellers

1
PA
1
Planning Alternatives
Michigan
$5.75M
2
EWA
2
EP Wealth Advisors
California
$134K
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$201M
5
TC
5
TAP Consulting
Missouri
$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
26
Matthew Hamilton Rosenberg
$16.3M +$1.05M +21,232 +7%
ICG
27
InterOcean Capital Group
Tennessee
$15.9M +$14.3M +288,735 +923%
KWILP
28
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M -$30M -604,701 -66%
CAM
29
Crestone Asset Management
Colorado
$14.5M -$4.74M -95,599 -25%
CT
30
Columbia Trust
Oregon
$14.3M +$214K +4,308 +2%
AWA
31
Aaron Wealth Advisors
Illinois
$14M -$5.14M -103,723 -27%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$12.7M +$5.23M +105,385 +70%
BAM
33
Belpointe Asset Management
Nevada
$11.2M +$6.89M +138,974 +158%
CAN
34
Cetera Advisor Networks
California
$10.7M +$310K +6,260 +3%
KL
35
KWMG LLC
Kansas
$10.5M +$38.7K +780 +0.4%
SCA
36
Stillwater Capital Advisors
Pennsylvania
$9.92M -$1.51M -30,364 -13%
TCWM
37
Total Clarity Wealth Management
Illinois
$8.83M +$3.67M +74,040 +71%
IFS
38
Ifrah Financial Services
Arkansas
$8.29M -$53.2K -1,072 -0.6%
GIA
39
Gladstone Institutional Advisory
Florida
$8.18M +$357K +7,193 +5%
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$7.99M -$248K -5,000 -3%
MML Investors Services
41
MML Investors Services
Massachusetts
$7.6M -$3.62M -73,032 -32%
LBC
42
Lowe Brockenbrough & Co
Virginia
$7.39M -$241K -4,867 -3%
KFAA
43
Klaas Financial Asset Advisors
Illinois
$7.37M +$210K +4,237 +3%
SRC
44
Shufro Rose & Co
New York
$7.36M -$594K -11,983 -7%
MBT
45
Montecito Bank & Trust
California
$6.95M -$266K -5,366 -4%
Stifel Financial
46
Stifel Financial
Missouri
$6.93M -$7.51M -151,341 -52%
NA
47
NewEdge Advisors
Louisiana
$6.87M +$2.26M +45,650 +49%
AWM
48
Ameliora Wealth Management
Switzerland
$6.85M -$546K -11,000 -7%
VNA
49
Valley National Advisers
Pennsylvania
$6.62M -$175K -3,525 -3%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$6.58M -$86.6K -1,746 -1%
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