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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 %
TCWM
101
Total Clarity Wealth Management
Illinois
$2.3M -$6.56M -131,848 -74%
SFG
102
Sovereign Financial Group
Connecticut
$2.3M -$69.4K -1,396 -3%
KA
103
Klingman & Associates
New York
$2.28M -$378K -7,597 -14%
PAG
104
Private Advisor Group
New Jersey
$2.2M -$721K -14,505 -25%
CRWM
105
Castle Rock Wealth Management
California
$2.18M +$1.41M +28,498 +184%
WIA
106
World Investment Advisors
California
$2.18M +$987K +19,853 +83%
RJA
107
Raymond James & Associates
Florida
$2.12M -$533K -10,716 -20%
MWM
108
MY Wealth Management
Maryland
$2.06M +$32.4K +652 +2%
SAS
109
Sage Advisory Services
Texas
$2.05M +$490K +9,844 +31%
LA
110
LVW Advisors
New York
$2M +$648K +13,034 +48%
PG
111
Patten Group
Tennessee
$1.91M +$241K +4,844 +14%
HW
112
Hancock Whitney
Mississippi
$1.86M +$721K +14,505 +63%
WP
113
WealthPLAN Partners
Nebraska
$1.85M -$237K -4,774 -11%
FAIM
114
Financial Advocates Investment Management
Washington
$1.84M +$77K +1,549 +4%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$1.8M -$720K -14,488 -29%
Nomura Asset Management
116
Nomura Asset Management
Japan
$1.79M +$1.79M +36,085 New
OPCM
117
Osborne Partners Capital Management
California
$1.79M -$96.5K -1,940 -5%
WWM
118
WJ Wealth Management
Arizona
$1.78M +$1.51M +30,425 +561%
CAL
119
Capital Advisors Ltd
Ohio
$1.78M -$77K -1,549 -4%
BFG
120
Beacon Financial Group
Texas
$1.77M -$310K -6,238 -15%
AC
121
AlphaCore Capital
California
$1.72M +$900K +18,097 +110%
GC
122
Guidance Capital
Kentucky
$1.69M +$1.69M +33,956 New
JWCA
123
J.W. Cole Advisors
Florida
$1.67M -$122K -2,448 -7%
SPIA
124
Steward Partners Investment Advisory
New York
$1.66M -$182K -3,666 -10%
WIM
125
Westside Investment Management
California
$1.65M +$1.65M +33,150 New
3 4
5
6 7