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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
Morgan Stanley
New York
$305M
2
TC
TAP Consulting
Missouri
$82.5M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$26.2M
4
Renaissance Technologies
Renaissance Technologies
New York
$64.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
$13.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$254K
2
UBS Group
UBS Group
Switzerland
$55M
3
Bank of America
Bank of America
North Carolina
$173M
4
Osaic Holdings
Osaic Holdings
Arizona
$16M
5
LPL Financial
LPL Financial
California
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Crabel Capital Management
California
$949K -$201K -3,988 -18%
LCGC
152
Legacy Capital Group California
California
$926K -$72.1K -1,428 -7%
SGCA
153
Steel Grove Capital Advisors
Tennessee
$900K -$101K -1,996 -10%
TF
154
Trek Financial
Arizona
$895K +$474K +9,387 +113%
IAG
155
Investment Advisory Group
Massachusetts
$895K -$46.5K -920 -5%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$859K -$131K -2,594 -13%
EBWM
157
Eagle Bluffs Wealth Management
Missouri
$849K +$412K +8,157 +94%
DAS
158
Dynamic Advisor Solutions
Arizona
$848K -$3.19M -63,228 -79%
AWA
159
Aletheian Wealth Advisors
Washington
$816K +$61.9K +1,226 +8%
Cerity Partners
160
Cerity Partners
New York
$809K -$227K -4,487 -22%
KPWG
161
KFA Private Wealth Group
Virginia
$803K +$803K +15,902 New
SWM
162
Spire Wealth Management
Virginia
$795K -$3.64K -72 -0.5%
DWM
163
Dakota Wealth Management
Florida
$778K -$95.5K -1,890 -11%
AWS
164
Atria Wealth Solutions
New York
$777K -$4.82M -95,381 -86%
SPWG
165
Syntegra Private Wealth Group
Missouri
$775K -$9.8K -194 -1%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$748K +$268K +5,295 +56%
CWM
167
Centurion Wealth Management
Virginia
$725K -$4.19K -83 -0.6%
DADC
168
D.A. Davidson & Co
Montana
$711K +$711K +14,070 New
BPA
169
Beacon Pointe Advisors
California
$704K +$224K +4,432 +47%
CSI
170
Cross Staff Investments
New York
$697K +$3.13K +62 +0.5%
CWA
171
Core Wealth Advisors
Florida
$696K – – –
Bank of New York Mellon
172
Bank of New York Mellon
New York
$673K -$2.68K -53 -0.4%
FA
173
Fortis Advisors
Pennsylvania
$666K +$12.6K +249 +2%
SF
174
Synovus Financial
Georgia
$650K -$270K -5,339 -29%
VFG
175
Valley Financial Group
Pennsylvania
$645K +$645K +12,773 New
5 6
7
8 9