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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 %
CT
51
Columbia Trust
Oregon
$6.03M -$2.68M -53,693 -31%
KAS
52
Kestra Advisory Services
Texas
$5.92M +$4.39M +87,922 +286%
FCA
53
FinTrust Capital Advisors
South Carolina
$5.78M +$3.18M +63,707 +122%
EWA
54
Exencial Wealth Advisors
Oklahoma
$5.76M -$736K -14,744 -11%
PA
55
Planning Alternatives
Michigan
$5.65M -$22.2K -445 -0.4%
AIM
56
Astor Investment Management
Illinois
$5.53M +$4.1M +82,109 +286%
AWS
57
Atria Wealth Solutions
New York
$5.53M +$4.12M +82,510 +292%
Mariner
58
Mariner
Kansas
$5.51M +$147K +2,938 +3%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$5.35M +$2.69M +53,943 +101%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$5.29M +$2.91M +58,272 +122%
ST
61
Smithfield Trust
Pennsylvania
$5.09M -$109K -2,192 -2%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$5.09M +$1.13M +22,567 +28%
FMN
63
Financial Management Network
California
$5.04M +$423K +8,511 +9%
CF
64
CNA Financial
Illinois
$4.99M – – –
CIC
65
Canal Insurance Company
South Carolina
$4.99M – – –
OWA
66
Outlook Wealth Advisors
Texas
$4.97M -$106K -2,124 -2%
PA
67
Pinnacle Associates
New York
$4.93M +$96.4K +1,933 +2%
NGA
68
Naples Global Advisors
Florida
$4.91M -$871K -17,450 -15%
AI
69
Auour Investments
Massachusetts
$4.8M -$546K -10,973 -10%
VFA
70
Values First Advisors
Tennessee
$4.76M +$206K +4,137 +5%
SCA
71
STALEY CAPITAL ADVISERS
Pennsylvania
$4.73M -$3.2M -64,100 -40%
CCFM
72
Clear Creek Financial Management
Washington
$4.73M -$109K -2,191 -2%
OC
73
Oppenheimer & Co
New York
$4.71M -$45.2K -906 -1%
CSWM
74
Cassady Schiller Wealth Management
Ohio
$4.2M +$792K +15,878 +23%
RFWA
75
RPg Family Wealth Advisory
Massachusetts
$4.09M -$29.4K -590 -0.7%
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