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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 %
NCM
201
Next Capital Management
New York
$453K – – –
BFEC
202
Benjamin F. Edwards & Company
Missouri
$452K +$62K +1,226 +16%
NAM
203
NTV Asset Management
West Virginia
$448K -$40.4K -800 -8%
OPS
204
Orion Portfolio Solutions
Nebraska
$433K -$22.8K -451 -5%
BCI
205
Brinker Capital Investments
Pennsylvania
$433K -$22.8K -451 -5%
WCM
206
Windsor Capital Management
Arizona
$432K -$37.7K -747 -8%
RWP
207
RWA Wealth Partners
Massachusetts
$431K -$95K -1,881 -18%
WFAG
208
Wescott Financial Advisory Group
Pennsylvania
$426K +$426K +8,430 New
PCMU
209
Paragon Capital Management (Utah)
Utah
$426K -$758 -15 -0.2%
TCMP
210
Thrive Capital Management (Pennsylvania)
Pennsylvania
$419K -$78.8K -1,560 -16%
LGWM
211
Litman Gregory Wealth Management
California
$419K -$217K -4,300 -34%
SG
212
Somerset Group
Minnesota
$412K – – –
MWM
213
Meridian Wealth Management
Kentucky
$404K -$162K -3,211 -29%
EH
214
Equitable Holdings
New York
$401K -$55K -1,088 -12%
KA
215
Kure Advisory
Minnesota
$400K +$400K +7,927 New
WIM
216
Waycross Investment Management
Washington
$399K – – –
CG
217
CFO4Life Group
Texas
$389K +$389K +7,701 New
PIMG
218
Patriot Investment Management Group
Tennessee
$389K +$9.3K +184 +2%
SFA
219
Sequoia Financial Advisors
Ohio
$386K – – –
MM
220
Main Management
California
$384K – – –
LFG
221
Larson Financial Group
Missouri
$381K -$65.1K -1,288 -15%
IF
222
Intrua Financial
Texas
$376K – – –
BWCS
223
Beirne Wealth Consulting Services
Connecticut
$373K -$123K -2,438 -25%
CAGAS
224
Capital Advisory Group Advisory Services
Minnesota
$369K +$5.1K +101 +1%
IIC
225
Integrated Investment Consultants
Michigan
$361K +$361K +7,149 New
7 8
9
10 11