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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 %
FF
76
Friedenthal Financial
New Jersey
$3.71M +$3.71M +74,689 New
GWAM
77
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.7M -$369K -7,446 -9%
SCA
78
Sage Capital Advisors
South Dakota
$3.62M -$4.91K -99 -0.1%
IAIM
79
Industrial Alliance Investment Management
Quebec, Canada
$3.6M +$1.39M +27,993 +63%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$3.56M -$362K -7,305 -9%
Citigroup
81
Citigroup
New York
$3.45M +$349K +7,044 +11%
AWS
82
Arkfeld Wealth Strategies
Nebraska
$3.4M -$698K -14,101 -17%
MIM
83
Moseley Investment Management
Florida
$3.32M -$32.2K -650 -1%
SSC
84
Syverson Strege & Co
Iowa
$3.27M -$248K -5,005 -7%
CSWM
85
Cassady Schiller Wealth Management
Ohio
$3.24M +$1.54M +31,039 +91%
FAM
86
Forte Asset Management
New York
$3.18M +$1.09M +22,000 +52%
JSA
87
Jacobson & Schmitt Advisors
Wisconsin
$3.04M +$272K +5,475 +10%
RBC
88
Roble Belko & Company
Pennsylvania
$3.02M +$65.6K +1,323 +2%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$3M +$1.91M +38,616 +176%
PAG
90
Private Advisor Group
New Jersey
$2.92M -$1.14M -23,080 -28%
BFW
91
Brady Family Wealth
Missouri
$2.91M -$70K -1,412 -2%
UCFA
92
United Capital Financial Advisors
Texas
$2.76M -$237K -4,773 -8%
Bessemer Group
93
Bessemer Group
New Jersey
$2.68M – – –
KA
94
Klingman & Associates
New York
$2.65M -$1.88M -37,924 -41%
HighTower Advisors
95
HighTower Advisors
Illinois
$2.65M -$134K -2,701 -5%
RJA
96
Raymond James & Associates
Florida
$2.64M -$798K -16,080 -23%
FCA
97
FinTrust Capital Advisors
South Carolina
$2.57M – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$2.55M +$492K +9,928 +24%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$2.51M +$2.51M +50,625 New
SFG
100
Sovereign Financial Group
Connecticut
$2.36M +$64K +1,290 +3%
2 3
4
5 6