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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 %
WA
351
Win Advisors
Florida
– -$1.09M -21,318 Closed
FTUS
352
Flow Traders U.S.
New York
– -$1.06M -20,661 Closed
CAM
353
Cresset Asset Management
Illinois
– -$1.06M -20,621 Closed
HW
354
Hancock Whitney
Mississippi
– -$1.04M -20,247 Closed
RPSA
355
Richard P. Slaughter Associates
Texas
– -$517K -10,088 Closed
TI
356
TrueMark Investments
Illinois
– -$507K -9,892 Closed
NCM
357
Next Capital Management
New York
– -$460K -8,975 Closed
SF
358
Synovus Financial
Georgia
– -$452K -8,814 Closed
TCMP
359
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$354K -6,916 Closed
Creative Planning
360
Creative Planning
Kansas
– -$263K -5,136 Closed
SAW
361
Signal Advisors Wealth
Michigan
– -$263K -5,123 Closed
RWM
362
Rockwood Wealth Management
Pennsylvania
– -$255K -4,970 Closed
DCM
363
DGS Capital Management
New Jersey
– -$254K -4,965 Closed
SC
364
Savant Capital
Illinois
– -$216K -4,211 Closed
PAS
365
Park Avenue Securities
New York
– -$215K -4,194 Closed
PAMG
366
Patton Albertson Miller Group
Tennessee
– -$204K -3,978 Closed
CTFG
367
Capstone Triton Financial Group
Oklahoma
– -$203K -3,966 Closed
NS
368
NBC Securities
Alabama
– -$40K -781 Closed
VAMG
369
Voisard Asset Management Group
Michigan
– -$33.1K -645 Closed
ACA
370
Aptus Capital Advisors
Alabama
– -$29.6K -578 Closed
GSEP
371
Golden State Equity Partners
California
– -$26.6K -520 Closed
FA
372
Financial Avengers
California
– -$25.6K -500 Closed
PCA
373
Providence Capital Advisors
North Carolina
– -$21.6K -422 Closed
NCM
374
Northwest Capital Management
Oregon
– -$9.63K -188 Closed
FDCDDQ
375
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$4.77K -93 Closed
12 13 14
15
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