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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
$56.4M
2
Renaissance Technologies
Renaissance Technologies
New York
$27M
3
Jane Street
Jane Street
New York
$20.4M
4
ICG
InterOcean Capital Group
Tennessee
$15.9M
5
Bank of America
Bank of America
North Carolina
$448M

Top Sellers

1
PA
Planning Alternatives
Michigan
$5.75M
2
EWA
EP Wealth Advisors
California
$134K
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M
4
Morgan Stanley
Morgan Stanley
New York
$201M
5
TC
TAP Consulting
Missouri
$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
201
Core Wealth Advisors
Florida
$465K +$391K +7,874 +522%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$449K -$397 -8 -0.1%
SFA
203
Sequoia Financial Advisors
Ohio
$447K – – –
MM
204
Meridian Management
Arkansas
$444K – – –
ES
205
ETF Store
Kansas
$443K +$2.39K +48 +0.5%
SFG
206
Summit Financial Group
West Virginia
$439K -$12.6K -255 -3%
PFT
207
Providence First Trust
Arizona
$432K +$2.43K +49 +0.6%
LFG
208
Larson Financial Group
Missouri
$423K -$236K -4,761 -36%
SFS
209
Sowell Financial Services
Arkansas
$420K +$420K +8,476 New
WIM
210
Waycross Investment Management
Washington
$418K – – –
CSI
211
Cross Staff Investments
New York
$416K – – –
RWA
212
Ropes Wealth Advisors
Massachusetts
$407K +$150K +3,029 +59%
WC
213
Whitney & Co
New York
$406K – – –
SG
214
Somerset Group
Minnesota
$404K -$24.8K -500 -6%
HIP
215
HUB Investment Partners
Texas
$401K -$456K -9,193 -53%
LNWWM
216
Laird Norton Wetherby Wealth Management
California
$400K – – –
First Trust Advisors
217
First Trust Advisors
Illinois
$391K -$48.3K -974 -11%
MM
218
Main Management
California
$377K – – –
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$355K -$212K -4,273 -37%
COCM
220
Charter Oak Capital Management
New Hampshire
$348K -$139K -2,795 -29%
NCM
221
Next Capital Management
New York
$345K – – –
USCWA
222
U.S. Capital Wealth Advisors
Texas
$343K – – –
MSFS
223
Main Street Financial Solutions
Pennsylvania
$340K -$38.5K -776 -10%
FTUS
224
Flow Traders U.S.
New York
$331K -$5.49M -110,584 -94%
SPAS
225
Spectrum Planning & Advisory Services
California
$331K +$1.14K +23 +0.3%
7 8
9
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