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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 %
SAM
326
Smartleaf Asset Management
Massachusetts
$7.72K – – –
JFA
327
JNBA Financial Advisors
Minnesota
$6.33K +$101 +2 +2%
AIM
328
Anchor Investment Management
South Carolina
$6.31K – – –
EB
329
Eastern Bank
Massachusetts
$6.16K – – –
Fidelity Investments
330
Fidelity Investments
Massachusetts
$5.51K -$51 -1 -0.9%
NEAM
331
New England Asset Management
Connecticut
$5.05K – – –
CIR
332
Clear Investment Research
Georgia
$4.84K – – –
AssetMark Inc
333
AssetMark Inc
California
$4.55K +$2.22K +44 +96%
MAS
334
MPWM Advisory Solutions
Georgia
$4.39K +$4.39K +87 New
WAS
335
Winch Advisory Services
Wisconsin
$3.73K +$50 +1 +1%
TAM
336
Tucker Asset Management
Colorado
$3.54K – – –
CAS
337
Coppell Advisory Solutions
Texas
$3.38K – – –
CWC
338
Carolinas Wealth Consulting
North Carolina
$3.33K +$3.33K +66 New
AG
339
AmeriFlex Group
Nevada
$2.74K +$2.74K +54 New
PA
340
PSI Advisors
Florida
$1.57K -$4.6K -91 -75%
T
341
Transce3nd
Texas
$859 +$859 +17 New
CA
342
CoreCap Advisors
Michigan
$758 -$42.5K -841 -98%
AWM
343
AllSquare Wealth Management
New York
$657 – – –
BWL
344
Bogart Wealth LLC
Virginia
$556 – – –
EWA
345
EverSource Wealth Advisors
Alabama
$253 +$253 +5 New
S
346
Sachetta
Massachusetts
$51 – – –
DAS
347
Dynamic Advisor Solutions
Arizona
– -$1.47M -28,784 Closed
IAIM
348
International Assets Investment Management
Florida
– -$649 -25,211 Closed
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
– -$1.25M -24,415 Closed
CW
350
CreativeOne Wealth
Kansas
– -$1.16M -22,733 Closed
12 13
14
15 16