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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 %
SPC
151
Sigma Planning Corp
Michigan
$997K -$706K -14,208 -41%
LI
152
LVZ Inc
Michigan
$984K +$23.7K +476 +2%
AA
153
Ancora Advisors
Ohio
$959K -$29.3K -589 -3%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$941K +$491K +9,879 +109%
IAG
155
Investment Advisory Group
Massachusetts
$927K +$124K +2,500 +15%
OIA
156
OneDigital Investment Advisors
Kansas
$905K +$1.19K +24 +0.1%
AWA
157
Arete Wealth Advisors
Illinois
$891K +$891K +17,916 New
NWM
158
NEIRG Wealth Management
Massachusetts
$873K +$15.2K +306 +2%
DWM
159
Dakota Wealth Management
Florida
$860K -$12.9K -260 -1%
DCM
160
Davidson Capital Management
Texas
$859K -$32K -643 -4%
LOPW
161
Live Oak Private Wealth
North Carolina
$841K +$115K +2,310 +16%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$841K -$255K -5,131 -23%
SPWG
163
Syntegra Private Wealth Group
Missouri
$823K -$14.1K -283 -2%
SWM
164
Spire Wealth Management
Virginia
$820K -$22.2K -447 -3%
CCMG
165
Clark Capital Management Group
Pennsylvania
$794K +$222K +4,461 +39%
GI
166
GS Investments
Minnesota
$745K – – –
AWA
167
Aletheian Wealth Advisors
Washington
$733K +$96.8K +1,947 +15%
IAN
168
Integrated Advisors Network
Texas
$724K -$338K -6,800 -32%
CWM
169
Centurion Wealth Management
Virginia
$723K -$37.2K -748 -5%
GRP
170
Global Retirement Partners
California
$719K +$145K +2,908 +25%
WTB
171
Washington Trust Bank
Washington
$699K -$756K -15,209 -52%
CSI
172
Cross Staff Investments
New York
$676K +$259K +5,211 +62%
SWP
173
Summit Wealth Partners
Florida
$660K +$49.7K +1,000 +8%
FA
174
Fortis Advisors
Pennsylvania
$636K +$6.61K +133 +1%
KA
175
Kovack Advisors
Florida
$633K -$123K -2,473 -16%
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