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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.

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
1
Clearwater Capital Advisors
Illinois
$118M
2
BI
2
Bramshill Investments
Florida
$136M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$12.5M
4
OIA
4
OneDigital Investment Advisors
Kansas
$10.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.2M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$26M
2
Morgan Stanley
2
Morgan Stanley
New York
$110M
3
SLWA
3
San Luis Wealth Advisors
California
$4.64M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$28.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
151
Core Wealth Advisors
Florida
$743K +$50.1K +995 +7%
SPWG
152
Syntegra Private Wealth Group
Missouri
$737K – – –
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$735K -$33.3K -662 -4%
JWM
154
JGP Wealth Management
Oregon
$730K +$730K +14,498 New
SWM
155
Sugarloaf Wealth Management
Georgia
$725K -$256K -5,077 -26%
BAM
156
Belpointe Asset Management
Nevada
$711K -$232K -4,605 -25%
CPIG
157
Chicago Partners Investment Group
Illinois
$704K -$49.2K -972 -7%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$688K +$1.61K +32 +0.2%
FA
159
Fortis Advisors
Pennsylvania
$677K +$8.05K +160 +1%
AI
160
Atria Investments
North Carolina
$671K +$671K +13,323 New
CIA
161
Concurrent Investment Advisors
Florida
$657K +$115K +2,286 +21%
CAGAS
162
Capital Advisory Group Advisory Services
Minnesota
$648K +$266K +5,292 +70%
CSI
163
Cross Staff Investments
New York
$648K +$2.01K +40 +0.3%
FTUS
164
Flow Traders U.S.
New York
$637K -$1.98M -39,381 -76%
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$612K – – –
DC
166
Darrow Company
Massachusetts
$606K – – –
TWA
167
TCI Wealth Advisors
Arizona
$591K -$461K -9,164 -44%
VFG
168
Valley Financial Group
Pennsylvania
$590K -$8.3K -165 -1%
TI
169
TrueMark Investments
Illinois
$589K +$589K +11,702 New
Cerity Partners
170
Cerity Partners
New York
$579K -$151K -3,000 -21%
WRPWM
171
Werba Rubin Papier Wealth Management
California
$574K +$574K +11,405 New
OAP
172
One Advisory Partners
Kansas
$564K – – –
KPWG
173
KFA Private Wealth Group
Virginia
$551K -$347K -6,902 -39%
4WM
174
4J Wealth Management
Virginia
$550K -$6.9K -137 -1%
PFS
175
Prospera Financial Services
Texas
$547K +$146K +2,900 +36%
5 6
7
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