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iShares Short Maturity Bond ETF
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Overview Fund Activity

330 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.7M
2
Jane Street
2
Jane Street
New York
$18.6M
3
BI
3
Bramshill Investments
Florida
$122M
4
AWS
4
Atria Wealth Solutions
New York
$10.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$36.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$40M
3
TC
3
TAP Consulting
Missouri
$67.7M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
SLWA
5
San Luis Wealth Advisors
California
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
51
Lowe Brockenbrough & Co
Virginia
$6.18M -$260K -5,154 -4%
FMN
52
Financial Management Network
California
$6.07M +$471K +9,368 +8%
SCA
53
STALEY CAPITAL ADVISERS
Pennsylvania
$5.89M +$278K +5,500 +5%
CSWM
54
Cassady Schiller Wealth Management
Ohio
$5.81M -$611K -12,116 -10%
EWA
55
Exencial Wealth Advisors
Oklahoma
$5.8M +$320K +6,336 +6%
PA
56
Pinnacle Associates
New York
$5.74M +$301K +5,959 +6%
WA
57
Waverly Advisors
Alabama
$5.68M -$781K -15,472 -12%
OC
58
Oppenheimer & Co
New York
$5.37M +$560K +11,098 +12%
Mariner
59
Mariner
Kansas
$5.31M +$764K +15,143 +17%
Stifel Financial
60
Stifel Financial
Missouri
$5.27M +$157K +3,120 +3%
PWM
61
Proathlete Wealth Management
Florida
$5.14M +$408K +8,090 +9%
CF
62
CNA Financial
Illinois
$5.05M – – –
CIC
63
Canal Insurance Company
South Carolina
$5.05M – – –
OWA
64
Outlook Wealth Advisors
Texas
$5.03M +$414K +8,197 +9%
RFA
65
Rollins Financial Advisors
New York
$4.93M +$512K +10,141 +12%
WA
66
WBH Advisory
Maryland
$4.54M +$1.06M +21,067 +31%
RFWA
67
RPg Family Wealth Advisory
Massachusetts
$4.35M +$152K +3,019 +4%
WIA
68
World Investment Advisors
California
$4.19M +$2.89M +57,271 +222%
JSA
69
Jacobson & Schmitt Advisors
Wisconsin
$3.82M +$116K +2,306 +3%
SCA
70
Sage Capital Advisors
South Dakota
$3.68M -$3.84K -76 -0.1%
Citigroup
71
Citigroup
New York
$3.65M +$666K +13,190 +22%
ST
72
Smithfield Trust
Pennsylvania
$3.47M -$605K -11,995 -15%
TF
73
Trek Financial
Arizona
$3.4M +$2.51M +49,644 +280%
BFW
74
Brady Family Wealth
Missouri
$3.28M +$69K +1,367 +2%
PWMAG
75
Pinnacle Wealth Management Advisory Group
New Jersey
$3.26M +$238K +4,714 +8%
1 2
3
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