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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 %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$6.14M -$2M -39,802 -25%
LBC
52
Lowe Brockenbrough & Co
Virginia
$6.08M -$80.5K -1,600 -1%
PA
53
Pinnacle Associates
New York
$6.07M +$349K +6,926 +6%
EWA
54
Exencial Wealth Advisors
Oklahoma
$5.62M -$166K -3,299 -3%
PWM
55
Proathlete Wealth Management
Florida
$5.61M +$478K +9,500 +9%
WA
56
Waverly Advisors
Alabama
$5.56M -$103K -2,040 -2%
AWM
57
Ameliora Wealth Management
Switzerland
$5.41M -$1.14M -22,618 -17%
OC
58
Oppenheimer & Co
New York
$5.32M -$36.7K -729 -0.7%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$5.26M -$3.81M -75,751 -42%
CIC
60
Canal Insurance Company
South Carolina
$5.03M – – –
WA
61
WBH Advisory
Maryland
$4.91M +$382K +7,587 +8%
CSWM
62
Cassady Schiller Wealth Management
Ohio
$4.85M -$953K -18,933 -16%
Mariner
63
Mariner
Kansas
$4.81M -$494K -9,822 -9%
SLWA
64
San Luis Wealth Advisors
California
$4.64M -$12.6M -250,078 -73%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$4.61M +$3.83M +76,129 +491%
RFWA
66
RPg Family Wealth Advisory
Massachusetts
$4.29M -$50.7K -1,008 -1%
JSA
67
Jacobson & Schmitt Advisors
Wisconsin
$4.28M +$463K +9,192 +12%
WIA
68
World Investment Advisors
California
$4.18M +$2.42K +48 +0.1%
SA
69
Sanctuary Advisors
Indiana
$4.06M +$4.06M +81,135 New
Citigroup
70
Citigroup
New York
$3.97M +$332K +6,606 +9%
SCA
71
Sage Capital Advisors
South Dakota
$3.67M -$2.72K -54 -0.1%
PWMAG
72
Pinnacle Wealth Management Advisory Group
New Jersey
$3.57M +$323K +6,418 +10%
MA
73
Mutual Advisors
Nebraska
$3.53M +$1.65M +32,523 +87%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$3.49M +$657K +13,062 +23%
ST
75
Smithfield Trust
Pennsylvania
$3.47M – – –
1 2
3
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