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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 %
RFWA
51
RPg Family Wealth Advisory
Massachusetts
$6.33M +$6.33M +127,617 New
EWA
52
Exencial Wealth Advisors
Oklahoma
$6.3M -$475K -9,579 -7%
NGA
53
Naples Global Advisors
Florida
$6.28M -$399K -8,050 -6%
PA
54
PFG Advisors
Arizona
$5.97M +$5.97M +120,263 New
WA
55
Waverly Advisors
Alabama
$5.95M -$798K -16,098 -12%
WWM
56
Windsor Wealth Management
Indiana
$5.86M -$488K -9,859 -8%
PA
57
Planning Alternatives
Michigan
$5.75M -$53.8M -1,084,635 -90%
WP
58
WealthSource Partners
California
$5.61M +$1.41M +28,470 +34%
AIM
59
Astor Investment Management
Illinois
$5.53M -$45.9K -926 -0.8%
PCMU
60
Paragon Capital Management (Utah)
Utah
$5.48M -$77.9K -1,570 -1%
OWA
61
Outlook Wealth Advisors
Texas
$5.32M +$5.32M +107,314 New
ST
62
Smithfield Trust
Pennsylvania
$5.2M -$1.26M -25,401 -20%
CF
63
CNA Financial
Illinois
$4.96M – – –
CIC
64
Canal Insurance Company
South Carolina
$4.96M – – –
OC
65
Oppenheimer & Co
New York
$4.74M -$1.13M -22,804 -19%
PA
66
Pinnacle Associates
New York
$4.7M +$409K +8,256 +10%
CCFM
67
Clear Creek Financial Management
Washington
$4.66M +$3.8M +76,580 +443%
Betterment LLC
68
Betterment LLC
New York
$4.62M -$1.27M -25,704 -22%
Mariner
69
Mariner
Kansas
$4.49M +$230K +4,629 +5%
VFA
70
Values First Advisors
Tennessee
$4.43M +$734K +14,802 +20%
ST
71
Spinnaker Trust
Maine
$4.13M -$596K -12,018 -13%
BCM
72
Brookstone Capital Management
Illinois
$4.1M -$24.2M -488,539 -86%
AWS
73
Atria Wealth Solutions
New York
$3.96M +$1.05M +21,132 +36%
FMN
74
Financial Management Network
California
$3.9M +$944K +19,073 +32%
WA
75
WBH Advisory
Maryland
$3.72M +$3.72M +74,931 New
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