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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 %
MWM
176
Meridian Wealth Management
Kentucky
$626K +$110K +2,211 +21%
CWA
177
Core Wealth Advisors
Florida
$624K +$158K +3,173 +34%
FWM
178
Fortress Wealth Management
California
$624K -$44K -884 -7%
GKWIM
179
Gerber Kawasaki Wealth & Investment Management
California
$624K +$50 +1 +0%
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$610K +$610K +12,264 New
DC
181
Darrow Company
Massachusetts
$599K – – –
WCM
182
Windsor Capital Management
Arizona
$562K -$39.5K -795 -7%
CPIG
183
Chicago Partners Investment Group
Illinois
$559K -$14.9K -300 -3%
SCM
184
SOL Capital Management
Maryland
$552K -$3.98K -80 -0.7%
JWA
185
JFS Wealth Advisors
Pennsylvania
$547K – – –
SGCA
186
Steel Grove Capital Advisors
Tennessee
$540K +$248K +4,992 +85%
CC
187
Courier Capital
New York
$540K – – –
TCMP
188
Thrive Capital Management (Pennsylvania)
Pennsylvania
$526K -$107K -2,156 -17%
4WM
189
4J Wealth Management
Virginia
$525K +$845 +17 +0.2%
KeyBank National Association
190
KeyBank National Association
Ohio
$519K – – –
EBWM
191
Eagle Bluffs Wealth Management
Missouri
$510K +$30.4K +611 +6%
Bessemer Group
192
Bessemer Group
New Jersey
$502K -$2.18M -43,900 -81%
BCI
193
Brinker Capital Investments
Pennsylvania
$499K -$28.6K -575 -5%
OPS
194
Orion Portfolio Solutions
Nebraska
$499K -$28.6K -575 -5%
NAM
195
NTV Asset Management
West Virginia
$493K -$99.4K -2,000 -17%
TC
196
TownSquare Capital
Utah
$490K -$3.83K -77 -0.8%
BWCS
197
Beirne Wealth Consulting Services
Connecticut
$488K -$1.49K -30 -0.3%
Bank of New York Mellon
198
Bank of New York Mellon
New York
$488K -$119K -2,394 -20%
ES
199
ETF Store
Kansas
$485K +$41.9K +842 +9%
LTI
200
Laffer Tengler Investments
Tennessee
$467K -$103K -2,064 -18%
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