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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 %
LA
101
LVW Advisors
New York
$2.21M +$207K +4,151 +10%
CRWM
102
Castle Rock Wealth Management
California
$2.19M +$5.77K +116 +0.3%
KA
103
Klingman & Associates
New York
$2.15M -$137K -2,750 -6%
AI
104
Atria Investments
North Carolina
$2.09M +$2.09M +41,905 New
MWM
105
MY Wealth Management
Maryland
$2.05M -$21.3K -426 -1%
Nomura Asset Management
106
Nomura Asset Management
Japan
$1.97M +$166K +3,335 +9%
WIA
107
World Investment Advisors
California
$1.93M -$251K -5,029 -11%
MA
108
Mutual Advisors
Nebraska
$1.88M +$729K +14,608 +63%
PG
109
Patten Group
Tennessee
$1.85M -$68.1K -1,365 -4%
ST
110
Spinnaker Trust
Maine
$1.85M -$1.2M -24,040 -39%
ECA
111
Elevated Capital Advisors
Utah
$1.81M +$1.81M +36,192 New
OPWM
112
Oxinas Partners Wealth Management
Indiana
$1.79M +$774K +15,523 +77%
WP
113
WealthPLAN Partners
Nebraska
$1.78M -$68.8K -1,380 -4%
AC
114
AlphaCore Capital
California
$1.78M +$58.3K +1,169 +3%
CFGS
115
Concourse Financial Group Securities
Alabama
$1.77M +$201K +4,034 +13%
CAL
116
Capital Advisors Ltd
Ohio
$1.76M -$24.9K -500 -1%
GC
117
Guidance Capital
Kentucky
$1.74M +$49K +985 +3%
MHR
118
Matthew Hamilton Rosenberg
$1.73M -$15.6M -313,238 -90%
SPIA
119
Steward Partners Investment Advisory
New York
$1.72M +$51.7K +1,036 +3%
NF
120
Nikulski Financial
Iowa
$1.71M +$70.9K +1,421 +4%
PAG
121
Private Advisor Group
New Jersey
$1.68M -$526K -10,551 -24%
CCMG
122
Clark Capital Management Group
Pennsylvania
$1.64M +$842K +16,868 +106%
KWM
123
Kingsview Wealth Management
Oregon
$1.62M -$7.43K -149 -0.5%
AWM
124
AE Wealth Management
Kansas
$1.62M +$422K +8,464 +35%
JWCA
125
J.W. Cole Advisors
Florida
$1.56M -$125K -2,496 -7%
3 4
5
6 7