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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 %
RFA
76
Rollins Financial Advisors
New York
$3.37M -$1.55M -30,829 -32%
BFW
77
Brady Family Wealth
Missouri
$3.36M +$84.7K +1,682 +3%
AWS
78
Atria Wealth Solutions
New York
$3.28M -$7.38M -146,590 -69%
CFG
79
Clayton Financial Group
Missouri
$3.14M +$310K +6,142 +11%
BCM
80
Brookstone Capital Management
Illinois
$3.01M -$185K -3,658 -6%
GWAM
81
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.99M +$45.5K +904 +2%
SFG
82
Sovereign Financial Group
Connecticut
$2.95M -$63.6K -1,263 -2%
AWS
83
Arkfeld Wealth Strategies
Nebraska
$2.72M -$189K -3,762 -7%
KF
84
KKM Financial
Illinois
$2.69M +$57.8K +1,144 +2%
VFA
85
Values First Advisors
Tennessee
$2.68M +$79.5K +1,579 +3%
Betterment LLC
86
Betterment LLC
New York
$2.66M -$110K -2,194 -4%
GM
87
GeoWealth Management
Illinois
$2.66M +$109K +2,173 +4%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$2.66M +$71K +1,410 +3%
FAIM
89
Financial Advocates Investment Management
Washington
$2.63M +$329K +6,532 +14%
GWMR
90
GC Wealth Management RIA
Massachusetts
$2.62M +$244K +4,845 +10%
PA
91
Planning Alternatives
Michigan
$2.44M -$693K -13,767 -22%
RIA
92
Realta Investment Advisors
Delaware
$2.37M +$75K +1,491 +3%
CRWM
93
Castle Rock Wealth Management
California
$2.27M +$3.56K +71 +0.2%
SPC
94
Sigma Planning Corp
Michigan
$2.26M -$124K -2,457 -5%
SCA
95
Snowden Capital Advisors
New York
$2.22M -$75K -1,490 -3%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$2.22M +$229K +4,549 +12%
NGA
97
Naples Global Advisors
Florida
$2.22M -$741K -14,719 -25%
KA
98
Klingman & Associates
New York
$2.17M – – –
RJA
99
Raymond James & Associates
Florida
$2.15M +$79K +1,569 +4%
LA
100
LVW Advisors
New York
$2.1M +$62K +1,231 +3%
2 3
4
5 6