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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 %
DAS
76
Dynamic Advisor Solutions
Arizona
$3.99M +$397K +7,961 +11%
RF
77
Rollins Financial
Georgia
$3.78M +$1.45M +28,965 +62%
WA
78
WBH Advisory
Maryland
$3.69M +$120K +2,396 +3%
SCA
79
Sage Capital Advisors
South Dakota
$3.64M -$150 -3 -0%
Betterment LLC
80
Betterment LLC
New York
$3.52M -$606K -12,151 -15%
JSA
81
Jacobson & Schmitt Advisors
Wisconsin
$3.47M +$130K +2,613 +4%
BCM
82
Brookstone Capital Management
Illinois
$3.46M -$102K -2,056 -3%
SAS
83
Sage Advisory Services
Texas
$3.41M +$1.35M +27,082 +66%
Citigroup
84
Citigroup
New York
$3.36M -$230K -4,615 -6%
GWAM
85
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.22M -$113K -2,260 -3%
AWS
86
Arkfeld Wealth Strategies
Nebraska
$3.19M +$547 +11 +0%
RBC
87
Roble Belko & Company
Pennsylvania
$2.91M -$157K -3,137 -5%
BFW
88
Brady Family Wealth
Missouri
$2.9M +$34.6K +694 +1%
FAM
89
Forte Asset Management
New York
$2.86M -$200K -4,000 -7%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$2.7M +$2.7M +54,102 New
SCA
91
Snowden Capital Advisors
New York
$2.68M -$35.8K -717 -1%
HighTower Advisors
92
HighTower Advisors
Illinois
$2.63M -$70.6K -1,415 -3%
SSC
93
Syverson Strege & Co
Iowa
$2.58M -$306K -6,130 -11%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$2.54M -$679K -13,603 -21%
PWMAG
95
Pinnacle Wealth Management Advisory Group
New Jersey
$2.52M +$155K +3,111 +7%
UCFA
96
United Capital Financial Advisors
Texas
$2.49M -$148K -2,976 -6%
FAIM
97
Financial Advocates Investment Management
Washington
$2.43M +$586K +11,737 +32%
IAN
98
Integrated Advisors Network
Texas
$2.38M +$1.66M +33,203 +228%
SFG
99
Sovereign Financial Group
Connecticut
$2.34M +$37.6K +753 +2%
RJA
100
Raymond James & Associates
Florida
$2.21M +$88.3K +1,769 +4%
2 3
4
5 6