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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.

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 %
KA
101
Klingman & Associates
New York
$2.18M – – –
MA
102
Mutual Advisors
Nebraska
$2.15M +$248K +4,907 +13%
SSC
103
Syverson Strege & Co
Iowa
$2.05M -$557K -11,019 -21%
PG
104
Patten Group
Tennessee
$2.01M +$131K +2,597 +7%
SPC
105
Sigma Planning Corp
Michigan
$2M +$924K +18,283 +86%
ECA
106
Elevated Capital Advisors
Utah
$1.93M +$101K +2,003 +6%
AC
107
AlphaCore Capital
California
$1.92M +$113K +2,241 +6%
SPIA
108
Steward Partners Investment Advisory
New York
$1.88M +$142K +2,806 +8%
GC
109
Guidance Capital
Kentucky
$1.84M +$77.7K +1,540 +4%
UCFA
110
United Capital Financial Advisors
Texas
$1.82M -$699K -13,832 -28%
EWA
111
EP Wealth Advisors
California
$1.79M -$6.67M -132,019 -79%
WP
112
WealthPLAN Partners
Nebraska
$1.77M -$32.7K -648 -2%
GWMR
113
GC Wealth Management RIA
Massachusetts
$1.75M +$1.75M +34,617 New
IAN
114
Integrated Advisors Network
Texas
$1.74M -$674K -13,342 -28%
NF
115
Nikulski Financial
Iowa
$1.72M -$19.3K -382 -1%
MHR
116
Matthew Hamilton Rosenberg
$1.63M -$121K -2,388 -7%
CFGS
117
Concourse Financial Group Securities
Alabama
$1.59M -$208K -4,127 -12%
CA
118
Cetera Advisors
Colorado
$1.56M +$170K +3,360 +12%
OPWM
119
Oxinas Partners Wealth Management
Indiana
$1.56M -$250K -4,944 -14%
RIA
120
Realta Investment Advisors
Delaware
$1.54M +$1.54M +30,384 New
ST
121
Spinnaker Trust
Maine
$1.51M -$362K -7,170 -19%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$1.5M +$19.7K +390 +1%
WWM
123
WJ Wealth Management
Arizona
$1.48M -$15.2K -300 -1%
CAL
124
Capital Advisors Ltd
Ohio
$1.45M -$330K -6,539 -19%
KWM
125
Kingsview Wealth Management
Oregon
$1.4M -$245K -4,855 -15%
3 4
5
6 7