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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.

New
Increased
Maintained
Reduced
Closed
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
Jane Street
New York
$64.2M
2
RPSA
Richard P. Slaughter Associates
Texas
$32.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$119M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$20M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.34M

Top Sellers

1
EWA
EP Wealth Advisors
California
$348M
2
Bank of America
Bank of America
North Carolina
$295M
3
BlackRock
BlackRock
New York
$74.5M
4
USAA
United Services Automobile Association
Texas
$0
5
Morgan Stanley
Morgan Stanley
New York
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
126
Nikulski Financial
Iowa
$1.64M -$22.3K -448 -1%
KWM
127
Kingsview Wealth Management
Oregon
$1.63M -$34.3K -690 -2%
CFGS
128
Concourse Financial Group Securities
Alabama
$1.57M -$2.78K -56 -0.2%
KAS
129
Kestra Advisory Services
Texas
$1.53M -$121K -2,442 -7%
CA
130
Cetera Advisors
Colorado
$1.46M +$355K +7,139 +32%
BAM
131
Belpointe Asset Management
Nevada
$1.44M -$9.83M -197,673 -87%
AIM
132
Astor Investment Management
Illinois
$1.43M -$4.11M -82,717 -74%
AWS
133
Atria Wealth Solutions
New York
$1.4M -$2.57M -51,662 -65%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$1.37M -$80.6K -1,622 -6%
MCM
135
Mattern Capital Management
Colorado
$1.36M -$9.99K -201 -0.7%
WPC
136
White Pine Capital
Minnesota
$1.36M -$410K -8,250 -23%
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$1.33M -$75.2K -1,512 -5%
AIFAIM
138
American Institute for Advanced Investment Management
Arizona
$1.29M +$84.5K +1,700 +7%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$1.26M +$1.26M +25,381 New
SWM
140
Sugarloaf Wealth Management
Georgia
$1.22M +$401K +8,074 +49%
AWM
141
AE Wealth Management
Kansas
$1.19M -$739K -14,858 -38%
PA
142
Parallel Advisors
California
$1.17M +$6.17K +124 +0.5%
MA
143
Mutual Advisors
Nebraska
$1.15M +$1.15M +23,034 New
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$1.1M -$117K -2,346 -10%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$1.07M -$620K -12,470 -37%
SF
146
Synovus Financial
Georgia
$1.05M +$81.2K +1,634 +8%
Cerity Partners
147
Cerity Partners
New York
$1.03M -$891K -17,911 -46%
TWA
148
TCI Wealth Advisors
Arizona
$1.02M +$1.02M +20,452 New
OPWM
149
Oxinas Partners Wealth Management
Indiana
$1.01M -$18K -362 -2%
CG
150
Colony Group
Massachusetts
$1M – – –
4 5
6
7 8