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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 %
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$12.2M -$41.5K -821 -0.3%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$11.6M -$13M -256,581 -53%
HighTower Advisors
28
HighTower Advisors
Illinois
$11.5M -$292K -5,791 -2%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$11.1M +$8.79M +174,067 +384%
MWC
30
MBM Wealth Consultants
Missouri
$10.9M +$2.07M +40,963 +23%
KAS
31
Kestra Advisory Services
Texas
$10.6M +$7.87M +155,869 +291%
AAS
32
Avantax Advisory Services
Texas
$10.2M +$1.29M +25,552 +14%
Osaic Holdings
33
Osaic Holdings
Arizona
$10.2M +$1.12M +22,187 +12%
IFS
34
Ifrah Financial Services
Arkansas
$9.5M +$217K +4,296 +2%
Stifel Financial
35
Stifel Financial
Missouri
$9.18M +$2.73M +54,068 +42%
KFAA
36
Klaas Financial Asset Advisors
Illinois
$8.95M +$221K +4,386 +3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$8.84M +$1.7M +33,744 +24%
IIC
38
Integrated Investment Consultants
Michigan
$8.83M +$3.79M +75,063 +75%
CCMG
39
Clark Capital Management Group
Pennsylvania
$8.36M +$8.36M +165,639 New
FFP
40
Forbes Financial Planning
Rhode Island
$8.3M +$678K +13,435 +9%
NA
41
NewEdge Advisors
Louisiana
$8.11M +$1.36M +26,834 +20%
SFA
42
Semmax Financial Advisors
North Carolina
$7.86M +$418K +8,271 +6%
MML Investors Services
43
MML Investors Services
Massachusetts
$7.77M -$118K -2,334 -1%
OIA
44
OneDigital Investment Advisors
Kansas
$7.59M +$201K +3,980 +3%
PWM
45
Proathlete Wealth Management
Florida
$7.41M +$1.14M +22,561 +18%
IA
46
Integrity Alliance
Iowa
$7.25M +$7.25M +143,657 New
WA
47
WBH Advisory
Maryland
$7M +$1.54M +30,512 +28%
EP
48
Essential Planning
New Hampshire
$6.28M +$6.28M +123,760 New
SCA
49
STALEY CAPITAL ADVISERS
Pennsylvania
$6.17M -$20.2K -400 -0.3%
VNA
50
Valley National Advisers
Pennsylvania
$6.14M +$913K +18,088 +17%
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