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iShares Short Maturity Bond ETF
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Overview Fund Activity

328 hedge funds and large institutions have $2.6B invested in iShares Short Maturity Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 140 reducing their positions, and 34 closing their positions.

Holders
328
Holders Change
-11
Holders Change %
-3.24%
% of All Funds
5.17%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
26
Increased
97
Reduced
140
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$64.2M
2
RPSA
2
Richard P. Slaughter Associates
Texas
$32.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$119M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$20M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$6.34M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$348M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
BlackRock
3
BlackRock
New York
$74.5M
4
USAA
4
United Services Automobile Association
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
Exencial Wealth Advisors
Oklahoma
$6.47M +$152K +3,056 +2%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$6.34M +$5.14M +103,456 +430%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$6.22M -$372K -7,475 -6%
WWM
54
Windsor Wealth Management
Indiana
$5.91M +$25.7K +516 +0.4%
NGA
55
Naples Global Advisors
Florida
$5.76M -$534K -10,745 -8%
PA
56
Planning Alternatives
Michigan
$5.65M -$114K -2,295 -2%
Mariner
57
Mariner
Kansas
$5.34M +$840K +16,901 +19%
AI
58
Auour Investments
Massachusetts
$5.34M +$5.34M +107,403 New
ST
59
Smithfield Trust
Pennsylvania
$5.18M -$29.4K -592 -0.6%
OWA
60
Outlook Wealth Advisors
Texas
$5.06M -$274K -5,503 -5%
CF
61
CNA Financial
Illinois
$4.97M – – –
CIC
62
Canal Insurance Company
South Carolina
$4.97M – – –
CCFM
63
Clear Creek Financial Management
Washington
$4.82M +$157K +3,150 +3%
PA
64
Pinnacle Associates
New York
$4.82M +$110K +2,222 +2%
OC
65
Oppenheimer & Co
New York
$4.74M -$16K -322 -0.3%
FMN
66
Financial Management Network
California
$4.6M +$700K +14,119 +18%
VFA
67
Values First Advisors
Tennessee
$4.54M +$93.4K +1,879 +2%
ICG
68
InterOcean Capital Group
Tennessee
$4.21M -$11.7M -235,303 -74%
Betterment LLC
69
Betterment LLC
New York
$4.11M -$515K -10,366 -11%
RFWA
70
RPg Family Wealth Advisory
Massachusetts
$4.1M -$2.24M -45,134 -35%
NA
71
NewEdge Advisors
Louisiana
$4.05M -$2.84M -57,178 -41%
CCM
72
Crabel Capital Management
California
$3.99M +$3.23M +64,978 +423%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$3.95M +$382K +7,675 +11%
FTUS
74
Flow Traders U.S.
New York
$3.91M +$3.58M +72,012 +1,080%
Citadel Advisors
75
Citadel Advisors
Florida
$3.8M +$1.66M +33,465 +78%
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