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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 %
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$3.09M +$3.09M +60,300 New
SFG
77
Sovereign Financial Group
Connecticut
$3.08M +$80.2K +1,565 +3%
BAM
78
Belpointe Asset Management
Nevada
$3.05M +$2.33M +45,395 +322%
GWMR
79
GC Wealth Management RIA
Massachusetts
$3.03M +$369K +7,194 +14%
BCM
80
Brookstone Capital Management
Illinois
$3.03M -$17.4K -340 -0.6%
SLWA
81
San Luis Wealth Advisors
California
$3.01M -$1.72M -33,516 -36%
SPC
82
Sigma Planning Corp
Michigan
$2.91M +$600K +11,712 +26%
VFA
83
Values First Advisors
Tennessee
$2.8M +$77K +1,502 +3%
KAS
84
Kestra Advisory Services
Texas
$2.74M -$8.99M -175,510 -77%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$2.72M +$10K +196 +0.4%
Betterment LLC
86
Betterment LLC
New York
$2.7M -$11.7K -228 -0.4%
AWS
87
Arkfeld Wealth Strategies
Nebraska
$2.69M -$57.7K -1,135 -2%
FAIM
88
Financial Advocates Investment Management
Washington
$2.65M -$30.6K -597 -1%
RIA
89
Realta Investment Advisors
Delaware
$2.52M +$120K +2,366 +5%
CRWM
90
Castle Rock Wealth Management
California
$2.36M +$53.7K +1,057 +2%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$2.33M +$66.9K +1,306 +3%
AWM
92
Ameliora Wealth Management
Switzerland
$2.32M -$3.19M -62,242 -58%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$2.32M +$329K +6,421 +17%
LA
94
LVW Advisors
New York
$2.29M +$159K +3,108 +7%
RJA
95
Raymond James & Associates
Florida
$2.27M +$77.9K +1,520 +4%
PG
96
Patten Group
Tennessee
$2.25M +$439K +8,560 +24%
KA
97
Klingman & Associates
New York
$2.21M – – –
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$2.13M +$711K +13,884 +50%
ST
99
Spinnaker Trust
Maine
$2.06M +$275K +5,371 +15%
SCA
100
Snowden Capital Advisors
New York
$2.05M -$205K -4,000 -9%
2 3
4
5 6