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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.

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
1
CAPTRUST Financial Advisors
North Carolina
$56.4M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27M
3
Jane Street
3
Jane Street
New York
$20.4M
4
ICG
4
InterOcean Capital Group
Tennessee
$15.9M
5
Bank of America
5
Bank of America
North Carolina
$448M

Top Sellers

1
PA
1
Planning Alternatives
Michigan
$5.75M
2
EWA
2
EP Wealth Advisors
California
$134K
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$201M
5
TC
5
TAP Consulting
Missouri
$62.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$448M 9,037,725 +224,708 +3%
Morgan Stanley
2
Morgan Stanley
New York
$201M 4,054,375 -585,607 -13%
BlackRock
3
BlackRock
New York
$196M 3,958,921 -6,643 -0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$104M 2,089,505 -201,711 -9%
BI
5
Bramshill Investments
Florida
$104M 2,086,850 +167,475 +9%
UBS Group
6
UBS Group
Switzerland
$103M 2,068,392 -97,341 -4%
USAA
7
United Services Automobile Association
Texas
$94.2M 1,899,309 – –
LPL Financial
8
LPL Financial
California
$83.6M 1,685,854 +196,080 +13%
Wells Fargo
9
Wells Fargo
California
$77.2M 1,556,818 -115,343 -7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$66.3M 1,336,259 -107,260 -7%
TC
11
TAP Consulting
Missouri
$62.5M 1,260,058 -511,454 -29%
CCA
12
Clearwater Capital Advisors
Illinois
$61.6M 1,241,051 +71,674 +6%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$56.4M 1,136,112 +1,113,070 +4,831%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$46.4M 934,653 +4,178 +0.4%
DCM
15
Donaldson Capital Management
Indiana
$40.3M 811,932 +60,019 +8%
SLF
16
Sun Life Financial
Ontario, Canada
$40.2M 810,259 – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$31M 624,260 -16,743 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$28.2M 567,909 +27,255 +5%
Renaissance Technologies
19
Renaissance Technologies
New York
$27M 544,268 +544,268 New
SAM
20
Securian Asset Management
Minnesota
$26.1M 525,620 -13,975 -3%
Corient Private Wealth
21
Corient Private Wealth
Florida
$25.3M 510,336 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$23.9M 482,373 -222,684 -32%
SLWA
23
San Luis Wealth Advisors
California
$21.5M 433,833 +159,084 +58%
Truist Financial
24
Truist Financial
North Carolina
$20.8M 419,814 +145,178 +53%
Jane Street
25
Jane Street
New York
$20.4M 411,843 +342,011 +490%
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