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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.

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 %
CAN
26
Cetera Advisor Networks
California
$14.2M +$217K +4,288 +2%
CCMG
27
Clark Capital Management Group
Pennsylvania
$13.6M +$12M +236,992 +722%
CAM
28
Crestone Asset Management
Colorado
$12.4M -$45.4K -898 -0.4%
ICG
29
InterOcean Capital Group
Tennessee
$12.3M -$593K -11,734 -5%
KL
30
KWMG LLC
Kansas
$11.9M -$52K -1,029 -0.4%
ARA
31
Alexander Randolph Advisory
Virginia
$10.6M +$10.6M +210,789 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$9.67M -$10.4M -205,298 -52%
GIA
33
Gladstone Institutional Advisory
Florida
$9.66M +$2.23M +44,146 +30%
WP
34
WealthSource Partners
California
$9.41M -$817K -16,180 -8%
IFS
35
Ifrah Financial Services
Arkansas
$8.67M -$1.87K -37 -0%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$8.61M +$1.67M +33,000 +24%
PA
37
PFG Advisors
Arizona
$8.36M +$165K +3,269 +2%
SRC
38
Shufro Rose & Co
New York
$8.17M -$52.7K -1,057 -0.6%
SCA
39
Stillwater Capital Advisors
Pennsylvania
$7.77M -$1.17M -23,106 -13%
KFAA
40
Klaas Financial Asset Advisors
Illinois
$7.75M +$82.7K +1,637 +1%
AC
41
Adroit Compliance
$7.75M +$7.75M +153,312 New
FCA
42
FinTrust Capital Advisors
South Carolina
$7.67M +$1.82M +35,980 +31%
VNA
43
Valley National Advisers
Pennsylvania
$7.49M +$197K +3,891 +3%
PA
44
Planning Alternatives
Michigan
$7.11M +$1.39M +27,558 +24%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$7.1M +$1.95M +38,520 +38%
MML Investors Services
46
MML Investors Services
Massachusetts
$6.67M -$827K -16,363 -11%
MBT
47
Montecito Bank & Trust
California
$6.64M -$49.4K -977 -0.7%
NA
48
NewEdge Advisors
Louisiana
$6.62M +$183K +3,614 +3%
WA
49
Waverly Advisors
Alabama
$6.47M -$616K -12,187 -9%
LBC
50
Lowe Brockenbrough & Co
Virginia
$6.45M -$559K -11,069 -8%
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