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iShares Short Maturity Bond ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.81B invested in iShares Short Maturity Bond ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 106 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+7
Holders Change %
+2.19%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
31
Increased
106
Reduced
126
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$152M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$40.9M
3
MWC
3
MBM Wealth Consultants
Missouri
$8.99M
4
TC
4
TAP Consulting
Missouri
$70.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$5.94M
2
RPSA
2
Richard P. Slaughter Associates
Texas
$517K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.1M
4
Jane Street
4
Jane Street
New York
$3.24M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
326
RPg Family Wealth Advisory
Massachusetts
– -$4.29M -85,164 Closed
KF
327
KKM Financial
Illinois
– -$2.69M -53,317 Closed
WP
328
WealthPLAN Partners
Nebraska
– -$1.69M -33,614 Closed
OMC
329
Old Mission Capital
Illinois
– -$1.34M -26,631 Closed
MCM
330
Mattern Capital Management
Colorado
– -$1.34M -26,616 Closed
HF
331
HRT Financial
New York
– -$896K -17,803 Closed
SG
332
StoneX Group
New York
– -$484K -9,610 Closed
MM
333
Main Management
California
– -$382K -7,595 Closed
IC
334
Inscription Capital
Texas
– -$292K -5,800 Closed
SCM
335
Steele Capital Management
Iowa
– -$254K -5,048 Closed
CSPAM
336
Cary Street Partners Asset Management
Virginia
– -$237K -4,704 Closed
WWS
337
Wellington Wealth Strategies
Indiana
– -$225K -4,476 Closed
PIMG
338
Patriot Investment Management Group
Tennessee
– -$220K -4,367 Closed
SAM
339
Strategy Asset Managers
California
– -$203K -4,073 Closed
TSWM
340
Tyler-Stone Wealth Management
Ohio
– -$31K -615 Closed
TFA
341
Toth Financial Advisory
Virginia
– -$20.1K -400 Closed
VWM
342
Valley Wealth Managers
New Jersey
– -$18.1K -359 Closed
Jones Financial Companies
343
Jones Financial Companies
Missouri
– -$6.95K -138 Closed
MG
344
Mather Group
Illinois
– -$5.05K -100 Closed
CC
345
Cypress Capital
Tennessee
– -$3.34K -66 Closed
CFD
346
Creative Financial Designs
Indiana
– -$1.11K -22 Closed
POIA
347
Pin Oak Investment Advisors
Texas
– -$1K -15 Closed
10 11 12 13
14