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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 %
LCGC
151
Legacy Capital Group California
California
$985K +$985K +19,749 New
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$978K -$95.2K -1,908 -9%
LOPW
153
Live Oak Private Wealth
North Carolina
$952K +$108K +2,171 +13%
IAG
154
Investment Advisory Group
Massachusetts
$930K – – –
AA
155
Ancora Advisors
Ohio
$928K -$34.3K -687 -4%
SF
156
Synovus Financial
Georgia
$908K -$150K -3,005 -14%
OIA
157
OneDigital Investment Advisors
Kansas
$866K -$42.4K -850 -5%
DWM
158
Dakota Wealth Management
Florida
$863K – – –
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$837K -$7.13K -143 -0.8%
CW
160
Connectus Wealth
Ohio
$834K +$834K +16,720 New
SWM
161
Spire Wealth Management
Virginia
$788K -$34.6K -694 -4%
SPWG
162
Syntegra Private Wealth Group
Missouri
$775K -$50.7K -1,016 -6%
AWA
163
Aletheian Wealth Advisors
Washington
$744K +$9.13K +183 +1%
DCM
164
Davidson Capital Management
Texas
$737K -$125K -2,508 -15%
CWM
165
Centurion Wealth Management
Virginia
$720K -$4.79K -96 -0.7%
HF
166
HRT Financial
New York
$695K +$695K +13,936 New
CWA
167
Core Wealth Advisors
Florida
$687K +$60.5K +1,212 +10%
CSI
168
Cross Staff Investments
New York
$685K +$6.84K +137 +1%
KA
169
Kovack Advisors
Florida
$678K +$42.5K +851 +7%
WTB
170
Washington Trust Bank
Washington
$675K -$26.6K -534 -4%
Comerica Bank
171
Comerica Bank
Texas
$674K +$674K +13,515 New
Bank of New York Mellon
172
Bank of New York Mellon
New York
$667K +$177K +3,557 +36%
SWP
173
Summit Wealth Partners
Florida
$658K -$3.54K -71 -0.5%
FA
174
Fortis Advisors
Pennsylvania
$645K +$7.23K +145 +1%
FWM
175
Fortress Wealth Management
California
$629K +$2.99K +60 +0.5%
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7
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