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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 %
LCGC
326
Legacy Capital Group California
California
– -$857K -16,988 Closed
AI
327
Auour Investments
Massachusetts
– -$842K -16,695 Closed
LTI
328
Laffer Tengler Investments
Tennessee
– -$631K -12,499 Closed
HWMA
329
Heritage Wealth Management (Arizona)
Arizona
– -$614K -12,173 Closed
CCM
330
Crabel Capital Management
California
– -$501K -9,928 Closed
TSS
331
Two Sigma Securities
New York
– -$500K -9,912 Closed
Millennium Management
332
Millennium Management
New York
– -$485K -9,610 Closed
SWP
333
Significant Wealth Partners
Illinois
– -$413K -8,184 Closed
SFA
334
Sequoia Financial Advisors
Ohio
– -$391K -7,756 Closed
SCA
335
Stillwater Capital Advisors
Pennsylvania
– -$378K -7,495 Closed
SWP
336
Stratos Wealth Partners
Ohio
– -$304K -6,031 Closed
PCA
337
Prosperity Capital Advisors
Ohio
– -$291K -5,775 Closed
ALS
338
Andrew L. Share
– -$249K -4,936 Closed
NW
339
NewEdge Wealth
Pennsylvania
– -$239K -4,775 Closed
FAM
340
Formidable Asset Management
Ohio
– -$226K -4,476 Closed
CTFG
341
Capstone Triton Financial Group
Oklahoma
– -$202K -4,007 Closed
CFB
342
Cullen/Frost Bankers
Texas
– -$64.2K -1,273 Closed
T
343
Tidemark
California
– -$46.3K -917 Closed
MAWCM
344
Mine & Arao Wealth Creation & Management
California
– -$43.3K -858 Closed
FHA
345
First Horizon Advisors
Tennessee
– -$35.8K -709 Closed
S
346
SignatureFD
Georgia
– -$33.7K -668 Closed
FIM
347
Fernwood Investment Management
Massachusetts
– -$30.8K -610 Closed
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
– -$29K -575 Closed
ACA
349
Aptus Capital Advisors
Alabama
– -$28.7K -569 Closed
First Manhattan
350
First Manhattan
New York
– -$11.6K -229 Closed
11 12 13
14
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