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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 %
LIA
276
Luken Investment Analytics
Tennessee
$207K -$221K -4,367 -52%
AFG
277
Atomi Financial Group
New York
$205K +$205K +4,063 New
GAM
278
Gotham Asset Management
New York
$203K +$203K +4,021 New
ISL
279
Ingalls & Snyder LLC
New York
$202K – – –
TA
280
TrueWealth Advisors
Alabama
$202K – – –
AWAG
281
ARS Wealth Advisors Group
Florida
$200K -$16.3K -323 -8%
CA
282
Clearstead Advisors
Ohio
$199K – – –
BA
283
Bellwether Advisors
Nebraska
$153K +$153K +3,036 New
CIAS
284
Capital Investment Advisory Services
North Carolina
$152K – – –
Corient Private Wealth
285
Corient Private Wealth
Florida
$139K -$27.2K -67,285 -16%
SRCM
286
Signature Resources Capital Management
California
$115K – – –
PS
287
Principal Securities
Iowa
$115K +$15K +297 +15%
AWM
288
Avior Wealth Management
Nebraska
$106K -$25.8K -511 -20%
PWA
289
Physician Wealth Advisors
Utah
$103K +$103K +2,038 New
Bessemer Group
290
Bessemer Group
New Jersey
$89K +$89K +1,767 New
GJIA
291
Glass Jacobson Investment Advisors
Maryland
$87.8K +$39K +772 +80%
AF
292
Advisornet Financial
Minnesota
$87.7K +$5.2K +103 +6%
VWM
293
Venturi Wealth Management
Texas
$77.4K +$2.07K +41 +3%
VWWMG
294
Vermillion & White Wealth Management Group
Pennsylvania
$72.8K +$354 +7 +0.5%
SWM
295
Spire Wealth Management
Virginia
$68.7K +$101 +2 +0.1%
TFGT
296
TS Financial Group (TSFG)
Illinois
$57K -$7.21K -143 -11%
GEA
297
Glen Eagle Advisors
New Jersey
$56.3K – – –
GWSG
298
GPS Wealth Strategies Group
Colorado
$50.5K – – –
IHWM
299
Iron Horse Wealth Management
Iowa
$49K – – –
ITIM
300
Indiana Trust & Investment Management
Indiana
$47.2K – – –
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12
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