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iShares Short Maturity Bond ETF
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Overview Fund Activity

339 hedge funds and large institutions have $2.59B invested in iShares Short Maturity Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-19
Holders Change %
-5.31%
% of All Funds
5.43%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
35
Increased
93
Reduced
146
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$55.2M
2
Renaissance Technologies
Renaissance Technologies
New York
+$27M
3
Jane Street
Jane Street
New York
+$17M
4
ICG
InterOcean Capital Group
Tennessee
+$14.3M
5
Bank of America
Bank of America
North Carolina
+$11.1M

Top Sellers

1
PA
Planning Alternatives
Michigan
-$53.8M
2
EWA
EP Wealth Advisors
California
-$38.9M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
-$30M
4
Morgan Stanley
Morgan Stanley
New York
-$29M
5
TC
TAP Consulting
Missouri
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
176
Bank of New York Mellon
New York
$605K -$95.7K -1,929 -14%
WCM
177
Windsor Capital Management
Arizona
$600K -$117K -2,359 -16%
DC
178
Darrow Company
Massachusetts
$597K – – –
NAM
179
NTV Asset Management
West Virginia
$591K -$119K -2,400 -17%
WC
180
Waterloo Capital
Texas
$591K +$591K +11,914 New
CPIG
181
Chicago Partners Investment Group
Illinois
$573K -$21.2K -427 -4%
GRP
182
Global Retirement Partners
California
$573K +$98.3K +1,983 +21%
CCMG
183
Clark Capital Management Group
Pennsylvania
$571K -$5.67M -114,257 -91%
LTI
184
Laffer Tengler Investments
Tennessee
$569K -$149K -3,011 -21%
FWSM
185
First Wilshire Securities Management
California
$565K -$44.7K -900 -7%
SCM
186
SOL Capital Management
Maryland
$555K -$23.6K -475 -4%
JWA
187
JFS Wealth Advisors
Pennsylvania
$546K – – –
CC
188
Courier Capital
New York
$538K -$49.6K -1,000 -8%
IF
189
Intrua Financial
Texas
$528K -$90.4K -1,821 -15%
OPS
190
Orion Portfolio Solutions
Nebraska
$526K -$31.9K -643 -6%
BCI
191
Brinker Capital Investments
Pennsylvania
$526K +$526K +10,606 New
4WM
192
4J Wealth Management
Virginia
$523K +$198 +4 +0%
KeyBank National Association
193
KeyBank National Association
Ohio
$518K – – –
MWM
194
Meridian Wealth Management
Kentucky
$515K -$390K -7,855 -43%
SWP
195
Stratos Wealth Partners
Ohio
$503K -$120K -2,411 -19%
CIAS
196
Capital Investment Advisory Services
North Carolina
$497K +$50 +1 +0%
WA
197
Wealth Alliance
New York
$494K +$47.9K +966 +11%
TC
198
TownSquare Capital
Utah
$492K – – –
BWCS
199
Beirne Wealth Consulting Services
Connecticut
$488K -$3.77K -76 -0.8%
EBWM
200
Eagle Bluffs Wealth Management
Missouri
$479K -$96.1K -1,937 -17%
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