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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
1
Morgan Stanley
New York
$305M
2
TC
2
TAP Consulting
Missouri
$82.5M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$26.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$64.1M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$13.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$254K
2
UBS Group
2
UBS Group
Switzerland
$55M
3
Bank of America
3
Bank of America
North Carolina
$173M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16M
5
LPL Financial
5
LPL Financial
California
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
176
Chicago Partners Investment Group
Illinois
$637K +$34K +672 +6%
SWP
177
Summit Wealth Partners
Florida
$631K -$35.6K -704 -5%
HWMA
178
Heritage Wealth Management (Arizona)
Arizona
$614K +$614K +12,154 New
DC
179
Darrow Company
Massachusetts
$608K – – –
LTI
180
Laffer Tengler Investments
Tennessee
$594K +$119K +2,349 +25%
OAP
181
One Advisory Partners
Kansas
$578K +$163K +3,223 +39%
TWP
182
Tyche Wealth Partners
Texas
$577K +$577K +11,417 New
4WM
183
4J Wealth Management
Virginia
$562K -$1.36K -27 -0.2%
JWA
184
JFS Wealth Advisors
Pennsylvania
$556K – – –
CC
185
Courier Capital
New York
$548K – – –
SI
186
Stephens Inc
Arkansas
$541K +$541K +10,700 New
Citadel Advisors
187
Citadel Advisors
Florida
$537K -$834K -16,504 -61%
ES
188
ETF Store
Kansas
$524K +$7.07K +140 +1%
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$519K -$329K -6,504 -39%
Mercer Global Advisors
190
Mercer Global Advisors
Colorado
$510K -$21.8K -432 -4%
CIA
191
Concurrent Investment Advisors
Florida
$509K +$509K +10,074 New
GF
192
Gries Financial
Ohio
$508K – – –
DCM
193
Davidson Capital Management
Texas
$507K -$240K -4,752 -32%
SCM
194
SOL Capital Management
Maryland
$506K -$20.2K -400 -4%
GI
195
GS Investments
Minnesota
$504K – – –
TC
196
TownSquare Capital
Utah
$503K +$5.46K +108 +1%
KeyBank National Association
197
KeyBank National Association
Ohio
$502K – – –
FAM
198
Flaharty Asset Management
Florida
$492K – – –
AWM
199
Axxcess Wealth Management
California
$477K +$8.18K +162 +2%
PFT
200
Providence First Trust
Arizona
$459K +$8.69K +172 +2%
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