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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.

New
Increased
Maintained
Reduced
Closed
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 %
AWM
76
AE Wealth Management
Kansas
$3.62M +$1.98M +38,981 +120%
NGA
77
Naples Global Advisors
Florida
$3.51M -$1.47M -29,035 -29%
WA
78
WBH Advisory
Maryland
$3.49M -$255K -5,057 -7%
CT
79
Columbia Trust
Oregon
$3.4M -$2.71M -53,598 -44%
SAS
80
Sage Advisory Services
Texas
$3.26M -$186K -3,675 -5%
AWS
81
Arkfeld Wealth Strategies
Nebraska
$3.23M -$5.2K -103 -0.2%
BCM
82
Brookstone Capital Management
Illinois
$3.22M -$288K -5,703 -8%
BFW
83
Brady Family Wealth
Missouri
$3.22M +$275K +5,442 +9%
GWAM
84
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.15M -$105K -2,085 -3%
PWMAG
85
Pinnacle Wealth Management Advisory Group
New Jersey
$3.03M +$478K +9,455 +19%
Citigroup
86
Citigroup
New York
$2.98M -$416K -8,243 -12%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$2.95M +$212K +4,192 +8%
Betterment LLC
88
Betterment LLC
New York
$2.93M -$634K -12,558 -18%
SFG
89
Sovereign Financial Group
Connecticut
$2.81M +$440K +8,714 +19%
CFG
90
Clayton Financial Group
Missouri
$2.81M +$2.81M +55,569 New
VFA
91
Values First Advisors
Tennessee
$2.66M -$2.16M -42,842 -45%
SCA
92
Snowden Capital Advisors
New York
$2.4M -$309K -6,110 -11%
FAIM
93
Financial Advocates Investment Management
Washington
$2.4M -$68K -1,346 -3%
JWCA
94
J.W. Cole Advisors
Florida
$2.37M +$798K +15,797 +51%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$2.34M -$232K -4,598 -9%
AI
96
Atria Investments
North Carolina
$2.28M +$159K +3,155 +8%
LA
97
LVW Advisors
New York
$2.27M +$28.2K +558 +1%
CRWM
98
Castle Rock Wealth Management
California
$2.23M +$2.88K +57 +0.1%
PAG
99
Private Advisor Group
New Jersey
$2.2M +$496K +9,825 +29%
RJA
100
Raymond James & Associates
Florida
$2.19M -$51.5K -1,019 -2%
2 3
4
5 6