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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 %
AWM
51
Axxcess Wealth Management
California
$6.12M +$1.71M +33,940 +39%
LBC
52
Lowe Brockenbrough & Co
Virginia
$6.1M +$144K +2,842 +2%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$6.01M -$94.7K -1,876 -2%
EWA
54
Exencial Wealth Advisors
Oklahoma
$5.89M +$312K +6,178 +6%
MBT
55
Montecito Bank & Trust
California
$5.83M -$91.2K -1,806 -2%
FMN
56
Financial Management Network
California
$5.81M -$411K -8,134 -7%
RCWM
57
Red Crane Wealth Management
California
$5.62M +$5.62M +111,261 New
GIA
58
Gladstone Institutional Advisory
Florida
$5.56M -$175K -3,472 -3%
WA
59
Waverly Advisors
Alabama
$5.41M -$133K -2,637 -2%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$5.3M +$976K +19,280 +23%
SA
61
Sanctuary Advisors
Indiana
$5.08M +$296K +5,825 +6%
OC
62
Oppenheimer & Co
New York
$5.07M +$575K +11,378 +13%
JSA
63
Jacobson & Schmitt Advisors
Wisconsin
$5.01M +$563K +11,145 +13%
Jane Street
64
Jane Street
New York
$4.75M +$1.55M +30,785 +49%
AWM
65
Apex Wealth Management
New Hampshire
$4.72M +$4.72M +93,541 New
SLWA
66
San Luis Wealth Advisors
California
$4.41M +$1.45M +28,631 +49%
VFA
67
Values First Advisors
Tennessee
$4.21M +$1.44M +28,601 +52%
BFW
68
Brady Family Wealth
Missouri
$4.17M +$659K +13,043 +19%
RFA
69
Rollins Financial Advisors
New York
$4.02M +$358K +7,097 +10%
CIC
70
Canal Insurance Company
South Carolina
$3.98M -$1.12M -22,000 -22%
CSWM
71
Cassady Schiller Wealth Management
Ohio
$3.86M -$195K -3,859 -5%
CFG
72
Clayton Financial Group
Missouri
$3.83M +$197K +3,895 +5%
VHAM
73
Van Hulzen Asset Management
California
$3.77M +$631K +12,501 +20%
MA
74
Mutual Advisors
Nebraska
$3.75M -$155K -3,073 -4%
Truist Financial
75
Truist Financial
North Carolina
$3.69M -$2.16M -42,842 -37%
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