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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 %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$1.95M +$152K +3,019 +8%
PAG
102
Private Advisor Group
New Jersey
$1.92M -$135K -2,677 -7%
SGCA
103
Steel Grove Capital Advisors
Tennessee
$1.86M +$367K +7,293 +25%
NF
104
Nikulski Financial
Iowa
$1.82M +$97.1K +1,930 +6%
SSC
105
Syverson Strege & Co
Iowa
$1.82M -$100K -1,993 -5%
PG
106
Patten Group
Tennessee
$1.78M -$101 -2 -0%
SPIA
107
Steward Partners Investment Advisory
New York
$1.75M -$66.5K -1,322 -4%
ST
108
Spinnaker Trust
Maine
$1.75M +$564K +11,211 +48%
WFAG
109
Wescott Financial Advisory Group
Pennsylvania
$1.71M +$180K +3,572 +12%
GC
110
Guidance Capital
Kentucky
$1.71M -$130K -2,562 -7%
WP
111
WealthPLAN Partners
Nebraska
$1.69M -$65.8K -1,307 -4%
UB
112
Umpqua Bank
Oregon
$1.54M -$1.38M -27,368 -47%
WIM
113
Westside Investment Management
California
$1.52M +$65.5K +1,300 +4%
CSPIA
114
Cary Street Partners Investment Advisory
Virginia
$1.5M +$93.4K +1,855 +7%
IAN
115
Integrated Advisors Network
Texas
$1.48M -$282K -5,603 -16%
KWM
116
Kingsview Wealth Management
Oregon
$1.42M +$26.8K +533 +2%
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$1.39M +$1.26M +24,957 +919%
WWM
118
WJ Wealth Management
Arizona
$1.38M -$25.2K -500 -2%
KA
119
Kovack Advisors
Florida
$1.37M -$415K -8,252 -23%
UCFA
120
United Capital Financial Advisors
Texas
$1.34M -$234K -4,654 -15%
OMC
121
Old Mission Capital
Illinois
$1.34M +$1.34M +26,631 New
MCM
122
Mattern Capital Management
Colorado
$1.34M +$10.5K +209 +0.8%
CAL
123
Capital Advisors Ltd
Ohio
$1.26M -$85.6K -1,700 -6%
DAS
124
Dynamic Advisor Solutions
Arizona
$1.25M +$406K +8,067 +48%
OCM
125
One Capital Management
California
$1.21M +$1M +19,880 +469%
3 4
5
6 7