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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 %
SCA
76
Sage Capital Advisors
South Dakota
$3.66M -$16.5K -326 -0.4%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$3.25M -$1.64M -32,458 -34%
SPC
78
Sigma Planning Corp
Michigan
$3.24M +$375K +7,433 +13%
FCFC
79
First Citizens Financial Corp
Iowa
$3.14M +$13.1K +259 +0.4%
Citigroup
80
Citigroup
New York
$3.14M -$504K -9,985 -14%
GWAM
81
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.11M +$59.8K +1,184 +2%
BCM
82
Brookstone Capital Management
Illinois
$3.1M +$109K +2,156 +4%
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$3.05M – – –
SFG
84
Sovereign Financial Group
Connecticut
$3.04M +$2.93K +58 +0.1%
GM
85
GeoWealth Management
Illinois
$3M -$4.26M -84,374 -59%
BAM
86
Belpointe Asset Management
Nevada
$2.98M -$51.7K -1,013 -2%
GWMR
87
GC Wealth Management RIA
Massachusetts
$2.96M -$27.3K -540 -0.9%
KF
88
KKM Financial
Illinois
$2.91M +$2.91M +57,516 New
KW
89
Keyvantage Wealth
Pennsylvania
$2.88M +$2.88M +57,095 New
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$2.8M +$123K +2,429 +5%
Betterment LLC
91
Betterment LLC
New York
$2.71M +$45.8K +907 +2%
AWS
92
Arkfeld Wealth Strategies
Nebraska
$2.67M -$1.31K -26 -0%
FAIM
93
Financial Advocates Investment Management
Washington
$2.6M -$9.75K -193 -0.4%
Mariner
94
Mariner
Kansas
$2.57M -$590K -11,690 -19%
PG
95
Patten Group
Tennessee
$2.57M +$356K +7,055 +16%
LA
96
LVW Advisors
New York
$2.55M +$293K +5,800 +13%
RIA
97
Realta Investment Advisors
Delaware
$2.54M +$44K +871 +2%
MCM
98
MAI Capital Management
Ohio
$2.42M +$2.42M +47,901 New
Baird Financial Group
99
Baird Financial Group
Wisconsin
$2.32M +$35.1K +695 +2%
IWC
100
Infinity Wealth Counsel
Ohio
$2.3M +$2.3M +45,598 New
2 3
4
5 6