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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.

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 %
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$12.5M +$12.5M +248,289 New
ARA
27
Alexander Randolph Advisory
Virginia
$12.2M +$340K +6,754 +3%
KAS
28
Kestra Advisory Services
Texas
$11.5M +$3.34M +66,347 +41%
Citadel Advisors
29
Citadel Advisors
Florida
$11.2M +$9.72M +193,083 +658%
Osaic Holdings
30
Osaic Holdings
Arizona
$10.8M -$2.69M -53,395 -20%
HighTower Advisors
31
HighTower Advisors
Illinois
$10.7M -$2.52M -50,116 -19%
OIA
32
OneDigital Investment Advisors
Kansas
$10.5M +$10.1M +201,436 +2,479%
IFS
33
Ifrah Financial Services
Arkansas
$9.05M +$118K +2,340 +1%
KFAA
34
Klaas Financial Asset Advisors
Illinois
$8.53M +$644K +12,792 +8%
AAS
35
Avantax Advisory Services
Texas
$8.22M +$1.8M +35,761 +28%
VNA
36
Valley National Advisers
Pennsylvania
$8.12M +$101K +2,010 +1%
FCA
37
FinTrust Capital Advisors
South Carolina
$8.06M -$650K -12,920 -7%
MML Investors Services
38
MML Investors Services
Massachusetts
$7.82M +$4.33K +86 +0.1%
SFA
39
Semmax Financial Advisors
North Carolina
$7.81M +$731K +14,371 +10%
Stifel Financial
40
Stifel Financial
Missouri
$7.75M +$2.5M +49,609 +47%
PA
41
PFG Advisors
Arizona
$7.61M +$182K +3,619 +2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$7.44M -$1.73M -34,353 -19%
FFP
43
Forbes Financial Planning
Rhode Island
$6.92M +$6.92M +137,524 New
FMN
44
Financial Management Network
California
$6.65M +$576K +11,451 +9%
MBT
45
Montecito Bank & Trust
California
$6.47M -$27.5K -547 -0.4%
Pathstone Holdings
46
Pathstone Holdings
New Jersey
$6.42M +$6.42M +127,529 New
SRC
47
Shufro Rose & Co
New York
$6.35M -$555K -11,026 -8%
NA
48
NewEdge Advisors
Louisiana
$6.32M -$112K -2,227 -2%
GIA
49
Gladstone Institutional Advisory
Florida
$6.3M -$1.44M -28,563 -19%
SCA
50
STALEY CAPITAL ADVISERS
Pennsylvania
$6.17M +$297K +5,900 +5%
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