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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.

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
1
Jane Street
New York
$64.2M
2
RPSA
2
Richard P. Slaughter Associates
Texas
$32.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$119M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$20M
5
AI
5
Auour Investments
Massachusetts
$5.34M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$348M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
BlackRock
3
BlackRock
New York
$74.5M
4
USAA
4
United Services Automobile Association
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$187M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
1
EP Wealth Advisors
California
$348M 5,695 -15,305 -73%
Bank of America
2
Bank of America
North Carolina
$295M 5,936,102 -3,101,623 -34%
Morgan Stanley
3
Morgan Stanley
New York
$187M 3,756,203 -298,172 -7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$119M 2,393,748 +304,243 +15%
BI
5
Bramshill Investments
Florida
$103M 2,078,191 -8,659 -0.4%
UBS Group
6
UBS Group
Switzerland
$90.9M 1,828,598 -239,794 -12%
LPL Financial
7
LPL Financial
California
$75.4M 1,516,708 -169,146 -10%
BlackRock
8
BlackRock
New York
$74.5M 1,498,434 -2,460,487 -62%
Wells Fargo
9
Wells Fargo
California
$70.4M 1,415,192 -141,626 -9%
TC
10
TAP Consulting
Missouri
$64.5M 1,297,192 +37,134 +3%
Jane Street
11
Jane Street
New York
$64.2M 1,292,124 +880,281 +214%
CCA
12
Clearwater Capital Advisors
Illinois
$63.4M 1,274,193 +33,142 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$60.4M 1,215,607 -120,652 -9%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$53.4M 1,074,284 -61,828 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$46.2M 929,274 -5,379 -0.6%
SLF
16
Sun Life Financial
Ontario, Canada
$40.3M 810,259 – –
DCM
17
Donaldson Capital Management
Indiana
$37.6M 756,104 -55,828 -7%
RPSA
18
Richard P. Slaughter Associates
Texas
$32.3M 648,814 +648,814 New
Renaissance Technologies
19
Renaissance Technologies
New York
$32.1M 646,600 +102,332 +19%
Osaic Holdings
20
Osaic Holdings
Arizona
$28.1M 566,149 -1,760 -0.3%
SAM
21
Securian Asset Management
Minnesota
$26.1M 525,620 – –
Corient Private Wealth
22
Corient Private Wealth
Florida
$25.4M 510,626 +290 +0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$24.9M 500,473 +18,100 +4%
Truist Financial
24
Truist Financial
North Carolina
$23.7M 476,534 +56,720 +14%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$20.7M 416,220 -9,340 -2%
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