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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$305M 6,037,882 +3,021,108 +100%
Bank of America
2
Bank of America
North Carolina
$173M 3,415,713 -355,152 -9%
BI
3
Bramshill Investments
Florida
$111M 2,203,882 +141,493 +7%
Wells Fargo
4
Wells Fargo
California
$82.8M 1,638,309 +231,561 +16%
TC
5
TAP Consulting
Missouri
$82.5M 1,632,065 +562,498 +53%
CCA
6
Clearwater Capital Advisors
Illinois
$71.6M 1,417,601 +131,066 +10%
BlackRock
7
BlackRock
New York
$70.7M 1,399,522 -8,682 -0.6%
Renaissance Technologies
8
Renaissance Technologies
New York
$64.1M 1,268,300 +271,600 +27%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$64M 1,265,924 +35,778 +3%
LPL Financial
10
LPL Financial
California
$60.5M 1,197,874 -313,470 -21%
UBS Group
11
UBS Group
Switzerland
$55M 1,088,490 -836,787 -43%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$49M 970,866 -65,590 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$43.3M 856,743 +141,920 +20%
DCM
14
Donaldson Capital Management
Indiana
$35.6M 705,650 -801 -0.1%
Truist Financial
15
Truist Financial
North Carolina
$29.5M 584,916 +37,925 +7%
Corient Private Wealth
16
Corient Private Wealth
Florida
$29.1M 575,914 +89,988 +19%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$27M 535,379 +161,041 +43%
RPSA
18
Richard P. Slaughter Associates
Texas
$26.8M 530,986 -263,137 -33%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$26.2M 518,743 +412,691 +389%
SLWA
20
San Luis Wealth Advisors
California
$26.1M 515,768 +72,973 +16%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$26M 513,951 +45,290 +10%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$17.4M 345,183 +26,601 +8%
SAM
23
Securian Asset Management
Minnesota
$16.1M 318,620 -207,000 -39%
KWILP
24
Kiwi Wealth Investments Limited Partnership
New Zealand
$16M 317,615 – –
Osaic Holdings
25
Osaic Holdings
Arizona
$16M 317,528 -320,619 -50%
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