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iShares Short Maturity Bond ETF
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Overview Fund Activity

346 hedge funds and large institutions have $2.49B invested in iShares Short Maturity Bond ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 112 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+20
Holders Change %
+6.13%
% of All Funds
4.61%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.17%
New
54
Increased
123
Reduced
112
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$145M
2
Ameriprise
Ameriprise
Minnesota
$27M
3
MAG
Members Advisory Group
New York
$18M
4
Wells Fargo
Wells Fargo
California
$98.2M
5
BI
Bramshill Investments
Florida
$163M

Top Sellers

1
BlackRock
BlackRock
New York
$48M
2
Renaissance Technologies
Renaissance Technologies
New York
$26.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.6M
4
Citadel Advisors
Citadel Advisors
Florida
$419K
5
PA
Pinnacle Associates
New York
$392K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
226
Avidian Wealth Enterprises
Texas
$341K +$341K +6,757 New
PCM
227
Parsons Capital Management
Rhode Island
$338K -$41.8K -827 -11%
LFG
228
Larson Financial Group
Missouri
$336K -$6.06K -120 -2%
EH
229
Equitable Holdings
New York
$327K -$23.3K -461 -7%
BCI
230
Brinker Capital Investments
Pennsylvania
$326K -$19.1K -378 -6%
OPS
231
Orion Portfolio Solutions
Nebraska
$326K -$19.1K -378 -6%
COCM
232
Charter Oak Capital Management
New Hampshire
$321K +$252 +5 +0.1%
PCS
233
Private Client Services
Kentucky
$321K +$61.6K +1,220 +24%
ACI
234
Alpha Cubed Investments
California
$317K +$57.4K +1,137 +22%
SFG
235
Shum Financial Group
California
$313K -$267K -5,282 -46%
FWM
236
Fortress Wealth Management
California
$307K -$13.6K -269 -4%
OAP
237
One Advisory Partners
Kansas
$306K -$399K -7,896 -57%
JWCA
238
J.W. Cole Advisors
Florida
$306K -$95.1K -1,884 -24%
SP
239
Symmetry Partners
Connecticut
$305K +$305K +6,044 New
PWMAG
240
Pinnacle Wealth Management Advisory Group
New Jersey
$303K +$24K +475 +9%
IWC
241
Integrated Wealth Concepts
Massachusetts
$297K +$55.4K +1,098 +23%
DADC
242
D.A. Davidson & Co
Montana
$293K -$250K -4,950 -46%
Q1WB
243
Quest 10 Wealth Builders
Virginia
$292K +$292K +5,787 New
CIBC World Market
244
CIBC World Market
Ontario, Canada
$292K +$24K +475 +9%
GRP
245
Global Retirement Partners
California
$287K +$101 +2 +0%
NCM
246
New Capital Management
Texas
$283K +$808 +16 +0.3%
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$282K +$39.8K +788 +16%
MFGM
248
Marshall Financial Group (Maryland)
Maryland
$278K +$3.18K +63 +1%
IAA
249
Independent Advisor Alliance
North Carolina
$278K +$278K +5,500 New
GCWM
250
Guided Capital Wealth Management
Texas
$278K +$278K +5,499 New
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