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iShares Short Maturity Bond ETF

333 hedge funds and large institutions have $2.02B invested in iShares Short Maturity Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 135 reducing their positions, and 32 closing their positions.

Holders
333
Holders Change
+5
Holders Change %
+1.52%
% of All Funds
5.31%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
41
Increased
99
Reduced
135
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$188M 3,770,865 -2,165,237 -36%
Morgan Stanley
2
Morgan Stanley
New York
$151M 3,016,774 -739,429 -20%
BI
3
Bramshill Investments
Florida
$103M 2,062,389 -15,802 -0.8%
UBS Group
4
UBS Group
Switzerland
$96.1M 1,925,277 +96,679 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$94.3M 1,889,975 -503,773 -21%
LPL Financial
6
LPL Financial
California
$75.4M 1,511,344 -5,364 -0.4%
BlackRock
7
BlackRock
New York
$70.3M 1,408,204 -90,230 -6%
Wells Fargo
8
Wells Fargo
California
$70.2M 1,406,748 -8,444 -0.6%
CCA
9
Clearwater Capital Advisors
Illinois
$64.2M 1,286,535 +12,342 +1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$61.4M 1,230,146 +14,539 +1%
TC
11
TAP Consulting
Missouri
$53.4M 1,069,567 -227,625 -18%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$51.7M 1,036,456 -37,828 -4%
Renaissance Technologies
13
Renaissance Technologies
New York
$49.7M 996,700 +350,100 +54%
RPSA
14
Richard P. Slaughter Associates
Texas
$39.6M 794,123 +145,309 +22%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$35.7M 714,823 -214,451 -23%
DCM
16
Donaldson Capital Management
Indiana
$35.2M 706,451 -49,653 -7%
Osaic Holdings
17
Osaic Holdings
Arizona
$31.8M 638,147 +71,998 +13%
Truist Financial
18
Truist Financial
North Carolina
$27.3M 546,991 +70,457 +15%
SAM
19
Securian Asset Management
Minnesota
$26.2M 525,620
Corient Private Wealth
20
Corient Private Wealth
Florida
$24.2M 485,926 -24,700 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$23.4M 468,661 -31,812 -6%
SLWA
22
San Luis Wealth Advisors
California
$22.1M 442,795 +59,277 +15%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$19.8M 396,790 +269,271 +211%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$18.7M 374,338 -27,542 -7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$15.9M 318,582 -49,878 -14%