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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 %
WFAG
101
Wescott Financial Advisory Group
Pennsylvania
$1.98M +$236K +4,607 +14%
NGA
102
Naples Global Advisors
Florida
$1.93M -$324K -6,325 -14%
PAG
103
Private Advisor Group
New Jersey
$1.93M -$32.7K -639 -2%
SSC
104
Syverson Strege & Co
Iowa
$1.9M +$46.8K +914 +3%
SPIA
105
Steward Partners Investment Advisory
New York
$1.75M -$32.9K -642 -2%
SGCA
106
Steel Grove Capital Advisors
Tennessee
$1.72M -$174K -3,384 -9%
WIM
107
WealthPlan Investment Management
Nebraska
$1.69M +$1.69M +33,072 New
ST
108
Smithfield Trust
Pennsylvania
$1.64M -$1.89M -36,817 -53%
GC
109
Guidance Capital
Kentucky
$1.63M -$88.4K -1,736 -5%
WIM
110
Westside Investment Management
California
$1.57M +$35.7K +700 +2%
DAS
111
Dynamic Advisor Solutions
Arizona
$1.47M +$200K +3,911 +16%
FHC
112
First Heartland Consultants
Missouri
$1.41M +$190K +3,700 +15%
KWM
113
Kingsview Wealth Management
Oregon
$1.39M -$54.9K -1,071 -4%
IAN
114
Integrated Advisors Network
Texas
$1.35M -$154K -3,002 -10%
Ameriprise
115
Ameriprise
Minnesota
$1.35M +$1.35M +26,375 New
PA
116
Parallel Advisors
California
$1.35M +$238K +4,640 +21%
UCFA
117
United Capital Financial Advisors
Texas
$1.28M -$82.7K -1,613 -6%
PA
118
Planning Alternatives
Michigan
$1.27M -$1.21M -23,638 -49%
CSPIA
119
Cary Street Partners Investment Advisory
Virginia
$1.25M -$279K -5,446 -18%
CAL
120
Capital Advisors Ltd
Ohio
$1.24M -$40.1K -782 -3%
OCM
121
One Capital Management
California
$1.24M – – –
OPCM
122
Osborne Partners Capital Management
California
$1.2M -$35.9K -700 -3%
CW
123
CreativeOne Wealth
Kansas
$1.16M +$1.16M +22,733 New
PA
124
PFG Advisors
Arizona
$1.15M -$6.6M -128,755 -85%
AIM
125
Astor Investment Management
Illinois
$1.11M -$58.1K -1,133 -5%
3 4
5
6 7