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iShares Short Maturity Bond ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.81B invested in iShares Short Maturity Bond ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 106 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+7
Holders Change %
+2.19%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
31
Increased
106
Reduced
126
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$152M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$40.9M
3
MWC
3
MBM Wealth Consultants
Missouri
$8.99M
4
TC
4
TAP Consulting
Missouri
$70.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$5.94M
2
RPSA
2
Richard P. Slaughter Associates
Texas
$517K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.1M
4
Jane Street
4
Jane Street
New York
$3.24M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTC
226
Farmers & Merchants Trust Company
California
$325K +$2.31K +45 +0.7%
GRP
227
Global Retirement Partners
California
$291K +$12.2K +239 +4%
NCM
228
New Capital Management
Texas
$286K – – –
PWMAG
229
Pinnacle Wealth Management Advisory Group
New Jersey
$283K -$3.36M -65,491 -92%
JWA
230
JFS Wealth Advisors
Pennsylvania
$283K -$1.49K -29 -0.5%
MIH
231
Meitav Investment House
Israel
$280K – – –
MFGM
232
Marshall Financial Group (Maryland)
Maryland
$279K +$279K +5,443 New
CKAIS
233
Christensen King & Associates Investment Services
Washington
$278K +$1.59K +31 +0.6%
CIBC World Market
234
CIBC World Market
Ontario, Canada
$272K +$43.2K +845 +19%
FWSM
235
First Wilshire Securities Management
California
$270K -$37.1K -723 -12%
PCS
236
Private Client Services
Kentucky
$263K +$263K +5,137 New
Creative Planning
237
Creative Planning
Kansas
$263K +$263K +5,136 New
MFS
238
Madrona Financial Services
Washington
$263K – – –
ACI
239
Alpha Cubed Investments
California
$263K – – –
SAW
240
Signal Advisors Wealth
Michigan
$263K +$263K +5,123 New
FFA
241
Farther Finance Advisors
California
$260K – – –
SBIA
242
Sheaff Brock Investment Advisors
Indiana
$256K – – –
HI
243
Harbour Investments
Wisconsin
$255K -$22.6K -441 -8%
Barclays
244
Barclays
United Kingdom
$255K – – –
RWM
245
Rockwood Wealth Management
Pennsylvania
$255K +$255K +4,970 New
DCM
246
DGS Capital Management
New Jersey
$254K +$871 +17 +0.3%
PTC
247
Private Trust Company
Ohio
$250K +$21.4K +417 +9%
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$245K +$20.8K +405 +9%
IWC
249
Integrated Wealth Concepts
Massachusetts
$245K +$13.7K +268 +6%
VW
250
Vance Wealth
California
$242K -$6.56K -128 -3%
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