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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.

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 %
IFS
26
Ifrah Financial Services
Arkansas
$9.42M +$207K +4,042 +2%
Citadel Advisors
27
Citadel Advisors
Florida
$9.32M -$2.07M -40,466 -18%
Osaic Holdings
28
Osaic Holdings
Arizona
$9.16M -$1.81M -35,360 -17%
AAS
29
Avantax Advisory Services
Texas
$9.04M +$670K +13,074 +8%
MWC
30
MBM Wealth Consultants
Missouri
$8.99M +$8.99M +175,475 New
KFAA
31
Klaas Financial Asset Advisors
Illinois
$8.86M +$173K +3,367 +2%
FCA
32
FinTrust Capital Advisors
South Carolina
$8.32M +$122K +2,374 +1%
MML Investors Services
33
MML Investors Services
Massachusetts
$8M +$43.1K +842 +0.5%
FFP
34
Forbes Financial Planning
Rhode Island
$7.73M +$682K +13,305 +10%
OIA
35
OneDigital Investment Advisors
Kansas
$7.5M -$3.24M -63,243 -30%
SFA
36
Semmax Financial Advisors
North Carolina
$7.44M -$317K -6,275 -4%
GM
37
GeoWealth Management
Illinois
$7.37M +$4.66M +90,930 +172%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$7.24M -$332K -6,486 -4%
NA
39
NewEdge Advisors
Louisiana
$6.86M +$427K +8,325 +7%
Stifel Financial
40
Stifel Financial
Missouri
$6.54M -$1.35M -26,404 -17%
PWM
41
Proathlete Wealth Management
Florida
$6.37M +$656K +12,804 +11%
SRC
42
Shufro Rose & Co
New York
$6.35M – – –
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$6.28M – – –
FMN
44
Financial Management Network
California
$6.27M -$454K -8,929 -7%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$6.19M -$56.7K -1,107 -0.9%
LBC
46
Lowe Brockenbrough & Co
Virginia
$6.05M -$149K -2,915 -2%
MBT
47
Montecito Bank & Trust
California
$6M -$582K -11,361 -9%
Truist Financial
48
Truist Financial
North Carolina
$5.94M -$30.3M -590,489 -84%
GIA
49
Gladstone Institutional Advisory
Florida
$5.82M -$592K -11,555 -9%
EWA
50
Exencial Wealth Advisors
Oklahoma
$5.66M -$54.8K -1,070 -1%
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