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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 %
CSWM
51
Cassady Schiller Wealth Management
Ohio
$6.43M +$2.18M +43,102 +51%
AWM
52
Ameliora Wealth Management
Switzerland
$6.4M -$336K -6,647 -5%
KAS
53
Kestra Advisory Services
Texas
$6.1M +$101K +1,997 +2%
FMN
54
Financial Management Network
California
$5.62M +$506K +10,025 +10%
SCA
55
STALEY CAPITAL ADVISERS
Pennsylvania
$5.62M +$823K +16,300 +17%
EWA
56
Exencial Wealth Advisors
Oklahoma
$5.48M -$347K -6,863 -6%
AIM
57
Astor Investment Management
Illinois
$5.48M -$124K -2,461 -2%
PA
58
Pinnacle Associates
New York
$5.44M +$451K +8,919 +9%
Stifel Financial
59
Stifel Financial
Missouri
$5.12M -$1.37M -27,195 -21%
CF
60
CNA Financial
Illinois
$5.05M – – –
CIC
61
Canal Insurance Company
South Carolina
$5.05M – – –
AI
62
Auour Investments
Massachusetts
$4.91M +$30K +592 +0.6%
OC
63
Oppenheimer & Co
New York
$4.82M +$52.9K +1,048 +1%
PWM
64
Proathlete Wealth Management
Florida
$4.74M +$4.74M +93,861 New
OWA
65
Outlook Wealth Advisors
Texas
$4.62M -$413K -8,166 -8%
Mariner
66
Mariner
Kansas
$4.56M -$1.02M -20,181 -18%
GM
67
GeoWealth Management
Illinois
$4.55M +$4.55M +90,026 +79,669%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$4.5M -$920K -18,219 -17%
HighTower Advisors
69
HighTower Advisors
Illinois
$4.49M +$1.83M +36,245 +69%
RF
70
Rollins Financial
Georgia
$4.42M +$593K +11,736 +15%
RFA
71
Rollins Financial Advisors
New York
$4.42M +$4.42M +87,556 New
RFWA
72
RPg Family Wealth Advisory
Massachusetts
$4.2M +$63.7K +1,260 +2%
ST
73
Smithfield Trust
Pennsylvania
$4.08M -$1.07M -21,194 -21%
JSA
74
Jacobson & Schmitt Advisors
Wisconsin
$3.71M +$199K +3,935 +6%
SCA
75
Sage Capital Advisors
South Dakota
$3.69M +$202 +4 +0%
1 2
3
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