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iShares Short Maturity Bond ETF
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Overview Fund Activity

330 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$87.7M
2
Jane Street
Jane Street
New York
$18.6M
3
BI
Bramshill Investments
Florida
$122M
4
AWS
Atria Wealth Solutions
New York
$10.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$36.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$125M
2
Renaissance Technologies
Renaissance Technologies
New York
$40M
3
TC
TAP Consulting
Missouri
$67.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
SLWA
San Luis Wealth Advisors
California
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
126
Astor Investment Management
Illinois
$1.28M -$4.19M -82,957 -77%
PA
127
Parallel Advisors
California
$1.28M -$78.6K -1,558 -6%
OPCM
128
Osborne Partners Capital Management
California
$1.24M -$58K -1,150 -4%
CA
129
Cetera Advisors
Colorado
$1.23M -$329K -6,515 -21%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$1.23M +$1.23M +24,503 New
ST
131
Spinnaker Trust
Maine
$1.19M -$316K -6,254 -21%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$1.17M +$92.8K +1,851 +9%
FCFC
133
First Citizens Financial Corp
Iowa
$1.11M – – –
LI
134
LVZ Inc
Michigan
$1.08M -$3.28K -65 -0.3%
RBC
135
Roble Belko & Company
Pennsylvania
$1.07M +$353 +7 +0%
SAS
136
Sage Advisory Services
Texas
$1.07M -$2.19M -43,435 -67%
LOPW
137
Live Oak Private Wealth
North Carolina
$1.05M +$92.4K +1,832 +10%
TWA
138
TCI Wealth Advisors
Arizona
$1.05M +$13.7K +271 +1%
BFG
139
Beacon Financial Group
Texas
$1.05M -$238K -4,725 -18%
SWM
140
Sugarloaf Wealth Management
Georgia
$983K – – –
AIFAIM
141
American Institute for Advanced Investment Management
Arizona
$981K -$338K -6,700 -26%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$966K +$966K +19,135 New
AWA
143
Aletheian Wealth Advisors
Washington
$964K +$149K +2,950 +18%
BAM
144
Belpointe Asset Management
Nevada
$945K -$283K -5,601 -23%
IAG
145
Investment Advisory Group
Massachusetts
$914K +$20.2K +400 +2%
KPWG
146
KFA Private Wealth Group
Virginia
$901K +$98.4K +1,951 +12%
ECA
147
Elevated Capital Advisors
Utah
$893K -$1.03M -20,505 -54%
SFPG
148
Stonebridge Financial Planning Group
Florida
$861K -$174K -3,451 -17%
LCGC
149
Legacy Capital Group California
California
$857K -$67.3K -1,333 -7%
AA
150
Ancora Advisors
Ohio
$854K -$93.9K -1,861 -10%
4 5
6
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