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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.

New
Increased
Maintained
Reduced
Closed
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 %
TCWM
126
Total Clarity Wealth Management
Illinois
$1.4M +$9.04K +179 +0.7%
MCM
127
Mattern Capital Management
Colorado
$1.36M -$17.4K -345 -1%
PA
128
Parallel Advisors
California
$1.36M +$212K +4,204 +18%
KA
129
Kovack Advisors
Florida
$1.32M +$638K +12,630 +93%
AIFAIM
130
American Institute for Advanced Investment Management
Arizona
$1.32M -$58.1K -1,150 -4%
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$1.31M -$108K -2,131 -8%
WIA
132
World Investment Advisors
California
$1.3M -$658K -13,018 -34%
OPCM
133
Osborne Partners Capital Management
California
$1.3M +$8.34K +165 +0.6%
BFG
134
Beacon Financial Group
Texas
$1.29M -$10.8K -213 -0.8%
BAM
135
Belpointe Asset Management
Nevada
$1.23M -$251K -4,976 -17%
AWA
136
Arete Wealth Advisors
Illinois
$1.19M +$7.78K +154 +0.7%
WIM
137
Westside Investment Management
California
$1.14M -$182K -3,600 -14%
FCFC
138
First Citizens Financial Corp
Iowa
$1.11M +$87.1K +1,725 +9%
LI
139
LVZ Inc
Michigan
$1.09M +$66.1K +1,309 +6%
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$1.08M -$27K -535 -2%
RBC
141
Roble Belko & Company
Pennsylvania
$1.07M -$1.87M -37,008 -64%
OIA
142
OneDigital Investment Advisors
Kansas
$1.05M +$175K +3,455 +20%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$1.04M +$415K +8,214 +66%
TWA
144
TCI Wealth Advisors
Arizona
$1.04M – – –
SFPG
145
Stonebridge Financial Planning Group
Florida
$1.04M +$570K +11,275 +122%
Comerica Bank
146
Comerica Bank
Texas
$1M +$319K +6,313 +47%
SWM
147
Sugarloaf Wealth Management
Georgia
$984K -$256K -5,077 -21%
LOPW
148
Live Oak Private Wealth
North Carolina
$964K -$505 -10 -0.1%
WPC
149
White Pine Capital
Minnesota
$951K -$422K -8,357 -31%
AA
150
Ancora Advisors
Ohio
$949K +$9.4K +186 +1%
4 5
6
7 8