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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 %
ITIM
276
Indiana Trust & Investment Management
Indiana
$47K -$32.7K -650 -41%
CA
277
CoreCap Advisors
Michigan
$43.1K -$7.4K -147 -15%
VAMG
278
Voisard Asset Management Group
Michigan
$36.5K – – –
PPWM
279
PFG Private Wealth Management
Florida
$35.2K – – –
IA
280
IFP Advisors
Florida
$31.5K – – –
TSWM
281
Tyler-Stone Wealth Management
Ohio
$31K -$30.2K -600 -49%
CFGS
282
Concourse Financial Group Securities
Alabama
$28.6K -$1.64M -32,633 -98%
DF
283
Dunhill Financial
United Kingdom
$25.2K – – –
FMP
284
Financial Management Professionals
Texas
$25K +$25K +495 New
FFA
285
Founders Financial Alliance
North Carolina
$24.8K – – –
PCA
286
Providence Capital Advisors
North Carolina
$21.2K – – –
RI
287
Ridgewood Investments
New Jersey
$20.9K +$20.9K +415 New
TFA
288
Toth Financial Advisory
Virginia
$20.1K +$20.1K +400 New
FF
289
Friedenthal Financial
New Jersey
$19.1K +$1.16K +23 +6%
GWM
290
Geneos Wealth Management
Colorado
$18.1K -$198K -3,926 -92%
VWM
291
Valley Wealth Managers
New Jersey
$18.1K – – –
WWP
292
WR Wealth Planners
Missouri
$16.6K – – –
IAIM
293
International Assets Investment Management
Florida
$16.1K +$16.1K +320 New
SIS
294
Sound Income Strategies
Florida
$16.1K – – –
IGWM
295
ICA Group Wealth Management
Colorado
$11.1K +$2.17K +43 +24%
SWM
296
Sanctuary Wealth Management
Idaho
$10.8K – – –
Fidelity Investments
297
Fidelity Investments
Massachusetts
$10.1K +$2.12K +42 +26%
GFPC
298
Global Financial Private Client
Florida
$10.1K – – –
NCM
299
Northwest Capital Management
Oregon
$9.46K – – –
CSB
300
City State Bank
Iowa
$8.76K – – –
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12
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