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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 %
PWMAG
101
Pinnacle Wealth Management Advisory Group
New Jersey
$2.17M +$331K +6,680 +18%
AWM
102
Axxcess Wealth Management
California
$2.14M -$2.18M -44,006 -50%
Citadel Advisors
103
Citadel Advisors
Florida
$2.13M +$826K +16,644 +63%
AI
104
Atria Investments
North Carolina
$2.09M +$42.8K +863 +2%
WP
105
WealthPLAN Partners
Nebraska
$2.08M -$6K -121 -0.3%
BFG
106
Beacon Financial Group
Texas
$2.07M -$213K -4,298 -9%
SCA
107
Snowden Capital Advisors
New York
$2.05M +$1M +20,196 +96%
MWM
108
MY Wealth Management
Maryland
$2.02M -$2.18K -44 -0.1%
AWM
109
AE Wealth Management
Kansas
$1.92M -$1.4M -28,179 -42%
Cerity Partners
110
Cerity Partners
New York
$1.92M +$1.09M +22,000 +132%
OPCM
111
Osborne Partners Capital Management
California
$1.88M -$624K -12,580 -25%
CAL
112
Capital Advisors Ltd
Ohio
$1.85M +$451K +9,092 +32%
SPIA
113
Steward Partners Investment Advisory
New York
$1.84M -$590K -11,900 -24%
EWM
114
Elmwood Wealth Management
California
$1.82M +$1.82M +36,700 New
JWCA
115
J.W. Cole Advisors
Florida
$1.79M -$76.1K -1,534 -4%
WPC
116
White Pine Capital
Minnesota
$1.76M -$503K -10,139 -22%
FAIM
117
Financial Advocates Investment Management
Washington
$1.76M -$44.2K -892 -2%
SPC
118
Sigma Planning Corp
Michigan
$1.7M -$31.1K -626 -2%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$1.69M -$6.98M -140,798 -81%
PG
120
Patten Group
Tennessee
$1.67M +$51.3K +1,034 +3%
KWM
121
Kingsview Wealth Management
Oregon
$1.66M +$13.2K +267 +0.8%
NF
122
Nikulski Financial
Iowa
$1.65M +$40.5K +817 +3%
KAS
123
Kestra Advisory Services
Texas
$1.65M -$3.42M -69,025 -68%
OMC
124
Old Mission Capital
Illinois
$1.58M +$1.58M +31,873 New
CFGS
125
Concourse Financial Group Securities
Alabama
$1.57M -$30.5K -615 -2%
3 4
5
6 7