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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 %
AR
251
Apeiron RIA
Texas
$241K – – –
WFS
252
WealthGarden F.S.
California
$240K +$2.46K +48 +1%
WWM
253
Western Wealth Management
Colorado
$227K -$8.61K -168 -4%
GKWIM
254
Gerber Kawasaki Wealth & Investment Management
California
$222K -$35.5K -692 -14%
AWAG
255
ARS Wealth Advisors Group
Florida
$220K -$3.69K -72 -2%
WFA
256
WestHill Financial Advisors
California
$219K +$4.56K +89 +2%
BPA
257
Beacon Pointe Advisors
California
$218K -$232K -4,532 -52%
SC
258
Savant Capital
Illinois
$216K +$216K +4,211 New
MFA
259
Mayflower Financial Advisors
Massachusetts
$215K – – –
PAS
260
Park Avenue Securities
New York
$215K +$215K +4,194 New
FHA
261
Flagship Harbor Advisors
Massachusetts
$211K +$211K +4,121 New
NF
262
Nikulski Financial
Iowa
$211K -$1.65M -32,110 -89%
ISL
263
Ingalls & Snyder LLC
New York
$205K +$205K +4,000 New
TA
264
TrueWealth Advisors
Alabama
$205K – – –
PAMG
265
Patton Albertson Miller Group
Tennessee
$204K -$20K -390 -9%
CTFG
266
Capstone Triton Financial Group
Oklahoma
$203K +$203K +3,966 New
CA
267
Clearstead Advisors
Ohio
$202K – – –
PK
268
Pflug Koory
Nebraska
$154K +$154K +3,015 New
CIAS
269
Capital Investment Advisory Services
North Carolina
$154K -$87.9K -1,715 -36%
AWM
270
Avior Wealth Management
Nebraska
$134K -$26.5K -517 -17%
SRCM
271
Signature Resources Capital Management
California
$117K – – –
LFA
272
LGT Financial Advisors
Texas
$106K -$75.6K -1,476 -42%
PS
273
Principal Securities
Iowa
$101K -$512 -10 -0.5%
AF
274
Advisornet Financial
Minnesota
$83.7K – – –
VWM
275
Venturi Wealth Management
Texas
$76.4K +$8.4K +164 +12%
9 10
11
12 13