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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 %
SCA
76
Sage Capital Advisors
South Dakota
$3.63M +$99 +2 +0%
DAS
77
Dynamic Advisor Solutions
Arizona
$3.58M +$3.31M +66,589 +1,214%
Citigroup
78
Citigroup
New York
$3.58M +$115K +2,304 +3%
WA
79
WBH Advisory
Maryland
$3.56M -$163K -3,286 -4%
BCM
80
Brookstone Capital Management
Illinois
$3.55M -$554K -11,174 -14%
EWM
81
Elmwood Wealth Management
California
$3.44M +$1.61M +32,415 +88%
CSWM
82
Cassady Schiller Wealth Management
Ohio
$3.4M +$151K +3,045 +5%
JSA
83
Jacobson & Schmitt Advisors
Wisconsin
$3.33M +$275K +5,538 +9%
GWAM
84
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.32M -$385K -7,751 -10%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$3.21M +$196K +3,951 +7%
AWS
86
Arkfeld Wealth Strategies
Nebraska
$3.18M -$231K -4,654 -7%
RBC
87
Roble Belko & Company
Pennsylvania
$3.05M +$30.7K +618 +1%
FAM
88
Forte Asset Management
New York
$3.05M -$139K -2,800 -4%
ST
89
Spinnaker Trust
Maine
$3.03M -$1.11M -22,263 -27%
MIM
90
Moseley Investment Management
Florida
$2.99M -$339K -6,809 -10%
SSC
91
Syverson Strege & Co
Iowa
$2.87M -$402K -8,086 -12%
BFW
92
Brady Family Wealth
Missouri
$2.86M -$51.9K -1,043 -2%
SCA
93
Snowden Capital Advisors
New York
$2.71M +$654K +13,148 +32%
HighTower Advisors
94
HighTower Advisors
Illinois
$2.69M +$35.1K +706 +1%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$2.65M +$2.64M +53,088 +24,924%
UCFA
96
United Capital Financial Advisors
Texas
$2.63M -$139K -2,794 -5%
FCA
97
FinTrust Capital Advisors
South Carolina
$2.57M – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$2.38M -$179K -3,592 -7%
PWMAG
99
Pinnacle Wealth Management Advisory Group
New Jersey
$2.35M +$173K +3,487 +8%
RF
100
Rollins Financial
Georgia
$2.33M +$1.18M +23,798 +103%
2 3
4
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