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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.

New
Increased
Maintained
Reduced
Closed
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 %
LOPW
126
Live Oak Private Wealth
North Carolina
$1.1M +$6.15K +120 +0.6%
WA
127
Win Advisors
Florida
$1.09M -$104K -2,035 -9%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$1.08M +$41.9K +817 +4%
FTUS
129
Flow Traders U.S.
New York
$1.06M +$410K +7,997 +63%
CAM
130
Cresset Asset Management
Illinois
$1.06M +$28.2K +550 +3%
AWA
131
Aletheian Wealth Advisors
Washington
$1.04M +$31.7K +619 +3%
HW
132
Hancock Whitney
Mississippi
$1.04M +$1.04M +20,247 New
WWM
133
WJ Wealth Management
Arizona
$1.03M -$374K -7,300 -27%
SAS
134
Sage Advisory Services
Texas
$1.03M – – –
LI
135
LVZ Inc
Michigan
$1.01M -$25.5K -498 -2%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$1.01M -$118K -2,299 -10%
RBC
137
Roble Belko & Company
Pennsylvania
$1.01M -$77.1K -1,505 -7%
WPC
138
White Pine Capital
Minnesota
$1M +$494K +9,641 +98%
UB
139
Umpqua Bank
Oregon
$983K -$581K -11,334 -37%
SI
140
Stephens Inc
Arkansas
$958K – – –
MHR
141
Matthew Hamilton Rosenberg
$945K +$60.1K +1,172 +7%
IAG
142
Investment Advisory Group
Massachusetts
$918K -$10.2K -200 -1%
BFG
143
Beacon Financial Group
Texas
$913K -$61.9K -1,208 -6%
AA
144
Ancora Advisors
Ohio
$847K -$4.2K -82 -0.5%
EBWM
145
Eagle Bluffs Wealth Management
Missouri
$830K -$820 -16 -0.1%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$810K -$3.88M -75,806 -83%
AIFAIM
147
American Institute for Advanced Investment Management
Arizona
$786K -$174K -3,400 -18%
AWS
148
Atria Wealth Solutions
New York
$786K -$2.55M -49,847 -76%
KA
149
Kovack Advisors
Florida
$775K -$618K -12,052 -44%
CWA
150
Core Wealth Advisors
Florida
$756K – – –
4 5
6
7 8