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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BCM
76
Brookstone Capital Management
Illinois
$3.19M 63,148 -616 -1%
PA
77
Planning Alternatives
Michigan
$3.14M 62,273 -78,515 -56%
SFG
78
Sovereign Financial Group
Connecticut
$3.02M 59,879 +4,239 +8%
NGA
79
Naples Global Advisors
Florida
$2.97M 58,772 -10,675 -15%
GWAM
80
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.95M 58,544 -3,890 -6%
UB
81
Umpqua Bank
Oregon
$2.92M 57,881 +57,881 New
AWS
82
Arkfeld Wealth Strategies
Nebraska
$2.89M 57,871 -6,142 -10%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$2.84M 56,319 +39,311 +231%
CFG
84
Clayton Financial Group
Missouri
$2.83M 56,180 +611 +1%
Betterment LLC
85
Betterment LLC
New York
$2.78M 55,106 -2,931 -5%
KF
86
KKM Financial
Illinois
$2.63M 52,173 +52,173 New
FTUS
87
Flow Traders U.S.
New York
$2.63M 52,045 +52,045 New
VFA
88
Values First Advisors
Tennessee
$2.6M 51,618 -958 -2%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$2.59M 51,391 +5,079 +11%
GM
90
GeoWealth Management
Illinois
$2.56M 50,691 -39,448 -44%
SPC
91
Sigma Planning Corp
Michigan
$2.39M 47,450 +7,935 +20%
GWMR
92
GC Wealth Management RIA
Massachusetts
$2.38M 47,175 +12,558 +36%
FAIM
93
Financial Advocates Investment Management
Washington
$2.31M 45,820 -1,622 -3%
RIA
94
Realta Investment Advisors
Delaware
$2.3M 45,651 +15,267 +50%
SCA
95
Snowden Capital Advisors
New York
$2.3M 45,595 -1,994 -4%
CRWM
96
Castle Rock Wealth Management
California
$2.26M 45,251 +1,112 +3%
KA
97
Klingman & Associates
New York
$2.18M 43,163 – –
RJA
98
Raymond James & Associates
Florida
$2.08M 41,166 -2,147 -5%
PAG
99
Private Advisor Group
New Jersey
$2.06M 40,894 -2,680 -6%
LA
100
LVW Advisors
New York
$2.04M 40,428 -4,427 -10%
2 3
4
5 6