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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 %
SAM
301
Smartleaf Asset Management
Massachusetts
$7.7K +$7.7K +153 New
Jones Financial Companies
302
Jones Financial Companies
Missouri
$6.95K +$6.95K +138 New
AIM
303
Anchor Investment Management
South Carolina
$6.29K – – –
PA
304
PSI Advisors
Florida
$6.14K +$4.58K +91 +294%
JFA
305
JNBA Financial Advisors
Minnesota
$6.12K +$100 +2 +2%
MG
306
Mather Group
Illinois
$5.05K -$11.9K -235 -70%
NEAM
307
New England Asset Management
Connecticut
$5.03K +$5.03K +100 New
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.68K – – –
AssetMark Inc
309
AssetMark Inc
California
$4.63K +$4.63K +92 New
CAL
310
Capital Analysts LLC
Pennsylvania
$4K +$47 +1 +1%
WAS
311
Winch Advisory Services
Wisconsin
$3.61K +$50 +1 +1%
CAS
312
Coppell Advisory Solutions
Texas
$3.37K +$3.37K +67 New
CC
313
Cypress Capital
Tennessee
$3.34K +$3.34K +66 New
FHC
314
First Heartland Consultants
Missouri
$1.2K +$1.2K +23,888 New
CFD
315
Creative Financial Designs
Indiana
$1.11K – – –
POIA
316
Pin Oak Investment Advisors
Texas
$1K +$1K +15 New
AWM
317
AllSquare Wealth Management
New York
$654 – – –
BWL
318
Bogart Wealth LLC
Virginia
$554 +$554 +11 New
S
319
Sachetta
Massachusetts
$51 – – –
CAM
320
Crestone Asset Management
Colorado
– -$7.38M -146,183 Closed
CF
321
CNA Financial
Illinois
– -$5.05M -100,000 Closed
OWA
322
Outlook Wealth Advisors
Texas
– -$5.03M -99,718 Closed
TF
323
Trek Financial
Arizona
– -$3.4M -67,368 Closed
TCWM
324
Total Clarity Wealth Management
Illinois
– -$1.4M -27,657 Closed
ECA
325
Elevated Capital Advisors
Utah
– -$893K -17,690 Closed
11 12
13
14 15