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iShares Short Maturity Bond ETF
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Overview Fund Activity

330 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$87.7M
2
Jane Street
Jane Street
New York
$18.6M
3
BI
Bramshill Investments
Florida
$122M
4
AWS
Atria Wealth Solutions
New York
$10.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$36.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$125M
2
Renaissance Technologies
Renaissance Technologies
New York
$40M
3
TC
TAP Consulting
Missouri
$67.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
SLWA
San Luis Wealth Advisors
California
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
326
Creative Financial Designs
Indiana
$1.11K – – –
AWM
327
AllSquare Wealth Management
New York
$656 – – –
TRCT
328
Tower Research Capital (TRC)
New York
$505 +$505 +10 New
HGERS
329
Householder Group Estate & Retirement Specialist
Arizona
$454 -$757 -15 -63%
S
330
Sachetta
Massachusetts
$51 – – –
CCMG
331
Clark Capital Management Group
Pennsylvania
– -$13.6M -269,836 Closed
AWM
332
AE Wealth Management
Kansas
– -$3.62M -71,358 Closed
AI
333
Atria Investments
North Carolina
– -$2.28M -45,060 Closed
AC
334
AlphaCore Capital
California
– -$1.92M -37,925 Closed
AWA
335
Arete Wealth Advisors
Illinois
– -$1.19M -23,527 Closed
AWM
336
Axxcess Wealth Management
California
– -$477K -9,432 Closed
LGWM
337
Litman Gregory Wealth Management
California
– -$419K -8,295 Closed
MWM
338
Meridian Wealth Management
Kentucky
– -$404K -7,992 Closed
KA
339
Kure Advisory
Minnesota
– -$400K -7,927 Closed
CG
340
CFO4Life Group
Texas
– -$389K -7,701 Closed
VCP
341
Verus Capital Partners
Arizona
– -$278K -5,503 Closed
FAM
342
Family Asset Management
South Carolina
– -$254K -5,030 Closed
RA
343
RFG Advisory
Alabama
– -$242K -4,793 Closed
MGIA
344
Moneta Group Investment Advisors
Missouri
– -$234K -4,638 Closed
FSA
345
Financial Sense Advisors
California
– -$208K -4,120 Closed
SAM
346
Strategy Asset Managers
California
– -$205K -4,051 Closed
Nomura Asset Management
347
Nomura Asset Management
Japan
– -$173K -3,415 Closed
TWM
348
Tradition Wealth Management
Minnesota
– -$157K -3,105 Closed
ASN
349
Advisory Services Network
Georgia
– -$132K -2,609 Closed
LWANC
350
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$66.6K -1,318 Closed
11 12 13
14
15