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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 %
EH
251
Equitable Holdings
New York
$220K -$191K -3,795 -46%
PAMG
252
Patton Albertson Miller Group
Tennessee
$220K -$36.5K -725 -14%
PIMG
253
Patriot Investment Management Group
Tennessee
$220K -$122K -2,416 -36%
AWAG
254
ARS Wealth Advisors Group
Florida
$219K +$1.11K +22 +0.5%
MFA
255
Mayflower Financial Advisors
Massachusetts
$211K – – –
WFA
256
WestHill Financial Advisors
California
$211K – – –
SAM
257
Strategy Asset Managers
California
$203K +$203K +4,073 New
TA
258
TrueWealth Advisors
Alabama
$201K – – –
CA
259
Clearstead Advisors
Ohio
$199K – – –
LFA
260
LGT Financial Advisors
Texas
$179K -$956 -19 -0.5%
NS
261
NBC Securities
Alabama
$160K -$93.9K -1,874 -37%
AWM
262
Avior Wealth Management
Nebraska
$157K – – –
SWM
263
Spire Wealth Management
Virginia
$145K -$644K -12,799 -82%
SRCM
264
Signature Resources Capital Management
California
$115K – – –
CIR
265
Clear Investment Research
Georgia
$106K +$1.96K +39 +2%
PS
266
Principal Securities
Iowa
$99.9K -$252K -4,998 -72%
AF
267
Advisornet Financial
Minnesota
$82.3K – – –
VWWMG
268
Vermillion & White Wealth Management Group
Pennsylvania
$71.9K +$252 +5 +0.4%
VWM
269
Venturi Wealth Management
Texas
$66.8K – – –
TFGT
270
TS Financial Group (TSFG)
Illinois
$64K -$25.1K -500 -28%
GEA
271
Glen Eagle Advisors
New Jersey
$56.1K -$2.77K -55 -5%
GWSG
272
GPS Wealth Strategies Group
Colorado
$50.3K – – –
IHWM
273
Iron Horse Wealth Management
Iowa
$48.9K – – –
GJIA
274
Glass Jacobson Investment Advisors
Maryland
$48.5K +$50 +1 +0.1%
TAM
275
Tucker Asset Management
Colorado
$47.6K – – –
9 10
11
12 13