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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.

New
Increased
Maintained
Reduced
Closed
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
Clearwater Capital Advisors
Illinois
$118M
2
BI
Bramshill Investments
Florida
$136M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$12.5M
4
OIA
OneDigital Investment Advisors
Kansas
$10.5M
5
Citadel Advisors
Citadel Advisors
Florida
$11.2M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$26M
2
Morgan Stanley
Morgan Stanley
New York
$110M
3
SLWA
San Luis Wealth Advisors
California
$4.64M
4
Renaissance Technologies
Renaissance Technologies
New York
$28.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
126
Osborne Partners Capital Management
California
$1.21M -$20.1K -400 -2%
WA
127
Win Advisors
Florida
$1.18M +$1.18M +23,353 New
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$1.16M -$75.7K -1,504 -6%
AIM
129
Astor Investment Management
Illinois
$1.15M -$132K -2,614 -10%
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$1.1M -$62.3K -1,244 -5%
PA
131
Parallel Advisors
California
$1.09M -$185K -3,676 -14%
FCFC
132
First Citizens Financial Corp
Iowa
$1.08M -$26.9K -534 -2%
LOPW
133
Live Oak Private Wealth
North Carolina
$1.07M +$19.7K +392 +2%
RBC
134
Roble Belko & Company
Pennsylvania
$1.07M -$2.62K -52 -0.2%
EWA
135
EP Wealth Advisors
California
$1.03M -$278K -5,519 -21%
SAS
136
Sage Advisory Services
Texas
$1.03M -$37.9K -753 -4%
LI
137
LVZ Inc
Michigan
$1.02M -$59.3K -1,179 -5%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$1.02M +$55.2K +1,097 +6%
CAM
139
Cresset Asset Management
Illinois
$1.01M +$1.01M +20,071 New
AWA
140
Aletheian Wealth Advisors
Washington
$992K +$30.5K +606 +3%
BFG
141
Beacon Financial Group
Texas
$958K -$90.6K -1,801 -9%
AIFAIM
142
American Institute for Advanced Investment Management
Arizona
$943K -$35.2K -700 -4%
SI
143
Stephens Inc
Arkansas
$941K +$402K +7,990 +75%
IAG
144
Investment Advisory Group
Massachusetts
$912K – – –
HF
145
HRT Financial
New York
$896K +$686K +13,624 +326%
MHR
146
Matthew Hamilton Rosenberg
$865K -$710K -14,165 -45%
AA
147
Ancora Advisors
Ohio
$836K -$15.4K -306 -2%
EBWM
148
Eagle Bluffs Wealth Management
Missouri
$816K -$7K -139 -0.8%
SFPG
149
Stonebridge Financial Planning Group
Florida
$772K -$86.7K -1,723 -10%
DWM
150
Dakota Wealth Management
Florida
$756K -$37K -736 -5%
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