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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
Clearwater Capital Advisors
Illinois
$118M
2
BI
Bramshill Investments
Florida
$136M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$12.5M
4
OIA
OneDigital Investment Advisors
Kansas
$10.5M
5
Citadel Advisors
Citadel Advisors
Florida
$11.2M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$26M
2
Morgan Stanley
Morgan Stanley
New York
$110M
3
SLWA
San Luis Wealth Advisors
California
$4.64M
4
Renaissance Technologies
Renaissance Technologies
New York
$28.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
351
GoalVest Advisory
New York
– -$11K -218 Closed
VL
352
Vima LLC
Michigan
– -$8.28K -167 Closed
WIC
353
Woodmont Investment Counsel
Tennessee
– -$5.05K -100 Closed
TRCT
354
Tower Research Capital (TRC)
New York
– -$505 -10 Closed
HGERS
355
Householder Group Estate & Retirement Specialist
Arizona
– -$454 -9 Closed
11 12 13 14
15