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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 %
ST
101
Spinnaker Trust
Maine
$2.29M +$260K +5,144 +13%
AWM
102
Ameliora Wealth Management
Switzerland
$2.29M – – –
WFAG
103
Wescott Financial Advisory Group
Pennsylvania
$2.27M +$316K +6,253 +16%
CRWM
104
Castle Rock Wealth Management
California
$2.25M -$95.4K -1,885 -4%
UIM
105
Unified Investment Management
Georgia
$2.22M +$2.22M +44,048 New
KA
106
Klingman & Associates
New York
$2.18M – – –
SSC
107
Syverson Strege & Co
Iowa
$2.04M +$163K +3,227 +9%
SCA
108
Snowden Capital Advisors
New York
$2.02M -$2.73K -54 -0.1%
NGA
109
Naples Global Advisors
Florida
$1.8M -$101K -2,000 -5%
SPIA
110
Steward Partners Investment Advisory
New York
$1.67M -$57.2K -1,132 -3%
CSP
111
Cary Street Partners
Virginia
$1.65M +$1.65M +32,760 New
WIM
112
Westside Investment Management
California
$1.64M +$78.3K +1,550 +5%
PAG
113
Private Advisor Group
New Jersey
$1.63M -$266K -5,262 -14%
GC
114
Guidance Capital
Kentucky
$1.63M +$13.2K +261 +0.8%
WIM
115
WealthPlan Investment Management
Nebraska
$1.62M -$49.4K -979 -3%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$1.54M +$1.01M +20,011 +192%
SAS
117
Sage Advisory Services
Texas
$1.53M +$499K +9,882 +48%
PA
118
Parallel Advisors
California
$1.47M +$145K +2,869 +11%
ST
119
Smithfield Trust
Pennsylvania
$1.44M -$173K -3,431 -11%
SGCA
120
Steel Grove Capital Advisors
Tennessee
$1.41M -$284K -5,627 -17%
SRC
121
Shufro Rose & Co
New York
$1.4M -$4.97M -98,333 -78%
KWM
122
Kingsview Wealth Management
Oregon
$1.34M -$24.6K -487 -2%
IAN
123
Integrated Advisors Network
Texas
$1.32M -$18.1K -358 -1%
MFF
124
Michels Family Financial
Texas
$1.29M +$1.29M +25,531 New
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$1.26M +$463K +9,176 +58%
3 4
5
6 7