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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 %
WA
51
Waverly Advisors
Alabama
$5.63M -$36.5K -713 -0.6%
WA
52
WBH Advisory
Maryland
$5.54M +$539K +10,523 +11%
PA
53
Pinnacle Associates
New York
$5.44M -$651K -12,885 -11%
VNA
54
Valley National Advisers
Pennsylvania
$5.3M -$2.96M -57,802 -36%
CIC
55
Canal Insurance Company
South Carolina
$5.12M – – –
IIC
56
Integrated Investment Consultants
Michigan
$5.12M +$4.71M +91,979 +1,170%
Pathstone Holdings
57
Pathstone Holdings
New Jersey
$4.96M -$1.58M -30,800 -24%
SA
58
Sanctuary Advisors
Indiana
$4.78M +$670K +13,229 +16%
OC
59
Oppenheimer & Co
New York
$4.56M -$860K -16,775 -16%
JSA
60
Jacobson & Schmitt Advisors
Wisconsin
$4.51M +$157K +3,073 +4%
AWM
61
Axxcess Wealth Management
California
$4.47M +$4.47M +87,170 New
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$4.37M +$818K +15,971 +23%
CSWM
63
Cassady Schiller Wealth Management
Ohio
$4.11M -$821K -16,029 -17%
WIA
64
World Investment Advisors
California
$4.08M -$175K -3,417 -4%
MA
65
Mutual Advisors
Nebraska
$3.92M +$380K +7,484 +11%
SCA
66
Sage Capital Advisors
South Dakota
$3.73M -$922 -18 -0%
RFA
67
Rollins Financial Advisors
New York
$3.72M +$292K +5,705 +9%
Citigroup
68
Citigroup
New York
$3.69M -$347K -6,764 -9%
CFG
69
Clayton Financial Group
Missouri
$3.69M +$493K +9,624 +15%
BFW
70
Brady Family Wealth
Missouri
$3.56M +$145K +2,826 +4%
Jane Street
71
Jane Street
New York
$3.24M -$13.1M -255,929 -80%
Mariner
72
Mariner
Kansas
$3.21M -$1.68M -32,824 -34%
VHAM
73
Van Hulzen Asset Management
California
$3.18M +$3.18M +62,104 New
FCFC
74
First Citizens Financial Corp
Iowa
$3.18M +$2.08M +40,621 +190%
GWAM
75
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.1M +$51.8K +1,010 +2%
1 2
3
4 5