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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 %
TF
201
Trek Financial
Arizona
$464K -$234K -4,711 -34%
OMC
202
Old Mission Capital
Illinois
$462K -$1.12M -22,579 -71%
IF
203
Intrua Financial
Texas
$460K -$69K -1,387 -13%
NCM
204
Next Capital Management
New York
$446K +$100K +2,017 +29%
LFG
205
Larson Financial Group
Missouri
$439K +$15.6K +313 +4%
PFT
206
Providence First Trust
Arizona
$438K +$4.53K +91 +1%
SFA
207
Sequoia Financial Advisors
Ohio
$430K -$18.1K -364 -4%
PCMU
208
Paragon Capital Management (Utah)
Utah
$427K -$5.07M -101,926 -92%
CIAS
209
Capital Investment Advisory Services
North Carolina
$423K -$76K -1,528 -15%
SWP
210
Stratos Wealth Partners
Ohio
$421K -$83.3K -1,676 -17%
WIM
211
Waycross Investment Management
Washington
$419K – – –
LGA
212
Lebenthal Global Advisors
New York
$418K +$418K +8,408 New
VCP
213
Verus Capital Partners
Arizona
$417K -$485K -9,753 -54%
RWA
214
Ropes Wealth Advisors
Massachusetts
$412K +$4.33K +87 +1%
WC
215
Waterloo Capital
Texas
$410K -$182K -3,659 -31%
SG
216
Somerset Group
Minnesota
$405K – – –
PIMG
217
Patriot Investment Management Group
Tennessee
$405K -$237K -4,760 -37%
IAIM
218
Industrial Alliance Investment Management
Quebec, Canada
$397K -$3.21M -64,583 -89%
MM
219
Meridian Management
Arkansas
$397K -$49K -985 -11%
MM
220
Main Management
California
$378K – – –
FWSM
221
First Wilshire Securities Management
California
$377K -$189K -3,800 -33%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$376K +$108K +2,171 +40%
FAM
223
Flaharty Asset Management
Florida
$364K +$125K +2,519 +52%
LFA
224
LGT Financial Advisors
Texas
$355K +$355K +7,137 New
RCG
225
Regatta Capital Group
California
$349K +$29.8K +600 +9%
7 8
9
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