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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.

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
1
Renaissance Technologies
New York
$49.7M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$19.8M
3
FTUS
3
Flow Traders U.S.
New York
$13.8M
4
ICG
4
InterOcean Capital Group
Tennessee
$12.8M
5
EWA
5
EP Wealth Advisors
California
$8.35M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$188M
2
Jane Street
2
Jane Street
New York
$12.3M
3
SLF
3
Sun Life Financial
Ontario, Canada
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$151M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWILP
26
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M – – –
FTUS
27
Flow Traders U.S.
New York
$13.8M +$9.86M +197,696 +251%
CAN
28
Cetera Advisor Networks
California
$13.8M +$1.62M +32,384 +13%
ICG
29
InterOcean Capital Group
Tennessee
$12.8M +$8.55M +171,413 +202%
Jane Street
30
Jane Street
New York
$12.3M -$52.1M -1,044,948 -81%
CAM
31
Crestone Asset Management
Colorado
$12.3M -$1.16M -23,305 -9%
KL
32
KWMG LLC
Kansas
$11.8M +$249K +4,981 +2%
WP
33
WealthSource Partners
California
$10.1M +$863K +17,290 +9%
SCA
34
Stillwater Capital Advisors
Pennsylvania
$8.83M -$518K -10,380 -6%
IFS
35
Ifrah Financial Services
Arkansas
$8.56M +$121K +2,435 +1%
EWA
36
EP Wealth Advisors
California
$8.35M +$8.07M +161,738 +2,840%
SRC
37
Shufro Rose & Co
New York
$8.22M +$83.5K +1,673 +1%
PA
38
PFG Advisors
Arizona
$8.1M +$1.14M +22,935 +16%
KFAA
39
Klaas Financial Asset Advisors
Illinois
$7.57M +$77.6K +1,555 +1%
MML Investors Services
40
MML Investors Services
Massachusetts
$7.4M +$871K +17,468 +13%
GIA
41
Gladstone Institutional Advisory
Florida
$7.34M -$705K -14,124 -9%
VNA
42
Valley National Advisers
Pennsylvania
$7.2M +$334K +6,690 +5%
WA
43
Waverly Advisors
Alabama
$7M -$1.69M -33,859 -19%
LBC
44
Lowe Brockenbrough & Co
Virginia
$6.92M -$355K -7,114 -5%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$6.86M -$13.9M -278,734 -67%
AWM
46
Ameliora Wealth Management
Switzerland
$6.65M – – –
MBT
47
Montecito Bank & Trust
California
$6.6M -$107K -2,141 -2%
Stifel Financial
48
Stifel Financial
Missouri
$6.41M -$470K -9,421 -7%
NA
49
NewEdge Advisors
Louisiana
$6.35M +$2.29M +45,931 +56%
WWM
50
Windsor Wealth Management
Indiana
$6.35M +$418K +8,383 +7%
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