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

Top Sellers

1
BlackRock
1
BlackRock
New York
$48M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$26.6M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$419K
5
PA
5
Pinnacle Associates
New York
$392K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
251
JFS Wealth Advisors
Pennsylvania
$277K -$2.02K -40 -0.7%
CKAIS
252
Christensen King & Associates Investment Services
Washington
$275K +$2.17K +43 +0.8%
NF
253
Nikulski Financial
Iowa
$274K +$65.7K +1,300 +32%
BEI
254
Benjamin Edwards Inc
Missouri
$267K -$88.2K -1,745 -25%
FWSM
255
First Wilshire Securities Management
California
$266K – – –
MFS
256
Madrona Financial Services
Washington
$259K – – –
FHC
257
First Heartland Consultants
Missouri
$258K -$1.14M -22,475 -81%
MIH
258
Meitav Investment House
Israel
$257K -$20.1K -400 -7%
PTC
259
Private Trust Company
Ohio
$256K +$10.1K +200 +4%
FFA
260
Farther Finance Advisors
California
$256K – – –
WFS
261
WealthGarden F.S.
California
$254K +$17.7K +351 +7%
SBIA
262
Sheaff Brock Investment Advisors
Indiana
$253K – – –
Barclays
263
Barclays
United Kingdom
$251K – – –
FAM
264
Flaharty Asset Management
Florida
$243K -$126K -2,499 -34%
VW
265
Vance Wealth
California
$239K +$758 +15 +0.3%
AR
266
Apeiron RIA
Texas
$238K – – –
CPIA
267
Cornell Pochily Investment Advisors
New York
$235K +$235K +4,654 New
GKWIM
268
Gerber Kawasaki Wealth & Investment Management
California
$230K +$10.5K +208 +5%
WWM
269
Western Wealth Management
Colorado
$225K +$1.26K +25 +0.6%
KPWG
270
KFA Private Wealth Group
Virginia
$223K -$262K -5,192 -54%
WFA
271
WestHill Financial Advisors
California
$221K +$4.95K +98 +2%
BPA
272
Beacon Pointe Advisors
California
$217K +$2.47K +49 +1%
MFA
273
Mayflower Financial Advisors
Massachusetts
$212K – – –
OCM
274
Objective Capital Management
Ohio
$209K -$255K -5,055 -55%
FHA
275
Flagship Harbor Advisors
Massachusetts
$208K +$101 +2 +0%
9 10
11
12 13