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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 %
PA
126
Planning Alternatives
Michigan
$1.26M – – –
UCFA
127
United Capital Financial Advisors
Texas
$1.22M -$40.5K -802 -3%
CAL
128
Capital Advisors Ltd
Ohio
$1.22M – – –
OCM
129
One Capital Management
California
$1.21M -$7.57K -150 -0.6%
OPCM
130
Osborne Partners Capital Management
California
$1.18M – – –
Comerica Bank
131
Comerica Bank
Texas
$1.13M +$768K +15,208 +214%
AWS
132
Atria Wealth Solutions
New York
$1.08M +$308K +6,090 +40%
PA
133
PFG Advisors
Arizona
$1.08M -$53.8K -1,065 -5%
JWM
134
JGP Wealth Management
Oregon
$1.07M +$335K +6,639 +46%
LOPW
135
Live Oak Private Wealth
North Carolina
$1.06M -$17.3K -342 -2%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$1.06M +$61K +1,209 +6%
AWA
137
Aletheian Wealth Advisors
Washington
$1.03M +$8.59K +170 +0.8%
LI
138
LVZ Inc
Michigan
$994K -$4.24K -84 -0.4%
AIM
139
Astor Investment Management
Illinois
$988K -$107K -2,124 -10%
RBC
140
Roble Belko & Company
Pennsylvania
$988K -$7.48K -148 -0.8%
WWM
141
WJ Wealth Management
Arizona
$987K -$30.3K -600 -3%
IAG
142
Investment Advisory Group
Massachusetts
$970K +$65.1K +1,290 +7%
SI
143
Stephens Inc
Arkansas
$944K – – –
SFG
144
Socha Financial Group
New York
$933K +$933K +18,483 New
MHR
145
Matthew Hamilton Rosenberg
$924K -$7.07K -140 -0.8%
LIM
146
Leavell Investment Management
Alabama
$915K +$566K +11,200 +162%
PFS
147
Prospera Financial Services
Texas
$875K +$152K +3,000 +21%
WPC
148
White Pine Capital
Minnesota
$872K -$114K -2,262 -12%
CWA
149
Core Wealth Advisors
Florida
$845K +$99.5K +1,971 +13%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$829K +$87.5K +1,733 +12%
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