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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.

New
Increased
Maintained
Reduced
Closed
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
Renaissance Technologies
New York
$49.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.8M
3
FTUS
Flow Traders U.S.
New York
$13.8M
4
ICG
InterOcean Capital Group
Tennessee
$12.8M
5
EWA
EP Wealth Advisors
California
$8.35M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$188M
2
Jane Street
Jane Street
New York
$12.3M
3
SLF
Sun Life Financial
Ontario, Canada
$0
4
Morgan Stanley
Morgan Stanley
New York
$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
Win Advisors
Florida
$1.52M +$1.52M +30,494 New
WWM
127
WJ Wealth Management
Arizona
$1.47M -$314K -6,300 -18%
BAM
128
Belpointe Asset Management
Nevada
$1.46M +$12.2K +244 +0.8%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$1.46M +$90.2K +1,807 +7%
CSPIA
130
Cary Street Partners Investment Advisory
Virginia
$1.4M +$62K +1,243 +5%
CA
131
Cetera Advisors
Colorado
$1.37M -$89K -1,784 -6%
TCWM
132
Total Clarity Wealth Management
Illinois
$1.37M -$939K -18,824 -41%
MCM
133
Mattern Capital Management
Colorado
$1.36M -$649 -13 -0%
AIFAIM
134
American Institute for Advanced Investment Management
Arizona
$1.36M +$62.9K +1,260 +5%
WPC
135
White Pine Capital
Minnesota
$1.36M -$6.49K -130 -0.5%
Citadel Advisors
136
Citadel Advisors
Florida
$1.35M -$2.46M -49,237 -64%
WIM
137
Westside Investment Management
California
$1.31M -$347K -6,950 -21%
BFG
138
Beacon Financial Group
Texas
$1.29M -$491K -9,835 -28%
OPCM
139
Osborne Partners Capital Management
California
$1.27M -$525K -10,515 -29%
SWM
140
Sugarloaf Wealth Management
Georgia
$1.23M – – –
AWA
141
Arete Wealth Advisors
Illinois
$1.17M +$272K +5,457 +30%
CCM
142
Crabel Capital Management
California
$1.14M -$2.87M -57,557 -72%
PA
143
Parallel Advisors
California
$1.13M -$37.2K -746 -3%
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$1.09M -$9.19K -185 -0.8%
SPC
145
Sigma Planning Corp
Michigan
$1.06M +$59K +1,182 +6%
TWA
146
TCI Wealth Advisors
Arizona
$1.03M +$8.73K +175 +0.9%
Cerity Partners
147
Cerity Partners
New York
$1.02M -$15.6K -313 -2%
LI
148
LVZ Inc
Michigan
$1.01M +$20.5K +410 +2%
FCFC
149
First Citizens Financial Corp
Iowa
$1.01M +$1.01M +20,189 New
SGCA
150
Steel Grove Capital Advisors
Tennessee
$988K +$446K +8,938 +82%
4 5
6
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