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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.

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 %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$752K +$4.15K +81 +0.6%
JWM
152
JGP Wealth Management
Oregon
$746K +$2.66K +52 +0.4%
EWA
153
EP Wealth Advisors
California
$744K -$302K -5,885 -29%
PFS
154
Prospera Financial Services
Texas
$734K +$177K +3,454 +32%
SFPG
155
Stonebridge Financial Planning Group
Florida
$727K -$59K -1,152 -8%
OAP
156
One Advisory Partners
Kansas
$716K +$141K +2,759 +25%
DWM
157
Dakota Wealth Management
Florida
$707K -$62.6K -1,221 -8%
FA
158
Fortis Advisors
Pennsylvania
$698K +$8.86K +173 +1%
SPWG
159
Syntegra Private Wealth Group
Missouri
$693K -$57K -1,113 -8%
WRPWM
160
Werba Rubin Papier Wealth Management
California
$693K +$108K +2,117 +19%
CWM
161
Centurion Wealth Management
Virginia
$689K +$689K +13,441 New
AI
162
Atria Investments
North Carolina
$681K -$1.69K -33 -0.2%
CPIG
163
Chicago Partners Investment Group
Illinois
$675K -$31.7K -623 -4%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$655K -$43.4K -849 -6%
CAGAS
165
Capital Advisory Group Advisory Services
Minnesota
$639K -$20.5K -400 -3%
CIA
166
Concurrent Investment Advisors
Florida
$634K -$34.2K -668 -5%
DC
167
Darrow Company
Massachusetts
$617K – – –
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$616K -$7.69K -150 -1%
TWA
169
TCI Wealth Advisors
Arizona
$601K – – –
Cerity Partners
170
Cerity Partners
New York
$590K – – –
OPWM
171
Oxinas Partners Wealth Management
Indiana
$587K +$155K +3,034 +36%
CSI
172
Cross Staff Investments
New York
$584K -$75.1K -1,466 -11%
VFG
173
Valley Financial Group
Pennsylvania
$584K -$16.7K -325 -3%
SFG
174
Shum Financial Group
California
$580K +$580K +11,472 New
CFO
175
CVA Family Office
Colorado
$565K +$56.8K +1,109 +11%
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