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iShares Short Maturity Bond ETF
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Overview Fund Activity

319 hedge funds and large institutions have $1.85B invested in iShares Short Maturity Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-11
Holders Change %
-3.33%
% of All Funds
4.64%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
32
Increased
101
Reduced
129
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$118M
2
BI
2
Bramshill Investments
Florida
$136M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$12.5M
4
OIA
4
OneDigital Investment Advisors
Kansas
$10.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.2M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$26M
2
Morgan Stanley
2
Morgan Stanley
New York
$110M
3
SLWA
3
San Luis Wealth Advisors
California
$4.64M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$28.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
226
Meitav Investment House
Israel
$276K -$4.76K -95 -2%
GRP
227
Global Retirement Partners
California
$274K +$9.06K +180 +3%
HI
228
Harbour Investments
Wisconsin
$273K -$51.6K -1,025 -16%
CKAIS
229
Christensen King & Associates Investment Services
Washington
$271K +$1.46K +29 +0.5%
PCM
230
Parsons Capital Management
Rhode Island
$260K +$260K +5,167 New
ACI
231
Alpha Cubed Investments
California
$258K -$25.2K -500 -9%
MFS
232
Madrona Financial Services
Washington
$258K – – –
SCM
233
Steele Capital Management
Iowa
$254K – – –
FFA
234
Farther Finance Advisors
California
$254K -$41.9K -837 -14%
GKWIM
235
Gerber Kawasaki Wealth & Investment Management
California
$253K +$856 +17 +0.3%
PWS
236
Physician Wealth Solutions
Nevada
$252K +$1.41K +28 +0.6%
SBIA
237
Sheaff Brock Investment Advisors
Indiana
$252K – – –
Barclays
238
Barclays
United Kingdom
$250K – – –
DCM
239
DGS Capital Management
New Jersey
$249K +$3.27K +65 +1%
VW
240
Vance Wealth
California
$244K -$705 -14 -0.3%
CIAS
241
Capital Investment Advisory Services
North Carolina
$238K -$87.6K -1,740 -27%
AR
242
Apeiron RIA
Texas
$237K – – –
CSPAM
243
Cary Street Partners Asset Management
Virginia
$237K +$237K +4,704 New
WFS
244
WealthGarden F.S.
California
$233K +$233K +4,636 New
WWM
245
Western Wealth Management
Colorado
$232K +$5.13K +102 +2%
IWC
246
Integrated Wealth Concepts
Massachusetts
$227K +$227K +4,509 New
WWS
247
Wellington Wealth Strategies
Indiana
$225K +$225K +4,476 New
CIBC World Market
248
CIBC World Market
Ontario, Canada
$225K +$13.6K +270 +6%
PTC
249
Private Trust Company
Ohio
$225K +$42.8K +850 +24%
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$221K -$24K -477 -10%
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10
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