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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 %
JAA
151
Joel Adams & Associates
North Carolina
$816K +$816K +16,159 New
BFG
152
Beacon Financial Group
Texas
$815K -$84.7K -1,677 -9%
JPMorgan Chase & Co
153
JPMorgan Chase & Co
New York
$815K -$1.28M -25,416 -61%
EBWM
154
Eagle Bluffs Wealth Management
Missouri
$813K -$4.85K -96 -0.6%
AA
155
Ancora Advisors
Ohio
$790K -$44.7K -886 -5%
AIFAIM
156
American Institute for Advanced Investment Management
Arizona
$768K -$7.07K -140 -0.9%
CPIG
157
Chicago Partners Investment Group
Illinois
$702K +$30.9K +611 +5%
FA
158
Fortis Advisors
Pennsylvania
$699K +$11.1K +219 +2%
CAL
159
Capital Analysts LLC
Pennsylvania
$683K +$679K +13,446 +15,635%
WRPWM
160
Werba Rubin Papier Wealth Management
California
$680K -$3.18K -63 -0.5%
NG
161
Novem Group
New York
$679K +$679K +13,444 New
CWM
162
Centurion Wealth Management
Virginia
$677K -$1.46K -29 -0.2%
KA
163
Kovack Advisors
Florida
$675K -$88.7K -1,757 -12%
P
164
&Partners
Tennessee
$672K +$672K +13,316 New
SPWG
165
Syntegra Private Wealth Group
Missouri
$672K -$11.9K -236 -2%
DWM
166
Dakota Wealth Management
Florida
$666K -$31.6K -626 -5%
AI
167
Atria Investments
North Carolina
$665K -$5.66K -112 -0.8%
WIA
168
World Investment Advisors
California
$641K -$3.38M -66,962 -84%
CAGAS
169
Capital Advisory Group Advisory Services
Minnesota
$630K – – –
DC
170
Darrow Company
Massachusetts
$608K – – –
SFPG
171
Stonebridge Financial Planning Group
Florida
$606K -$111K -2,195 -15%
TWA
172
TCI Wealth Advisors
Arizona
$593K – – –
CIA
173
Concurrent Investment Advisors
Florida
$585K -$39.9K -791 -6%
TC
174
TownSquare Capital
Utah
$584K +$86.1K +1,704 +17%
FTS
175
Fifth Third Securities
Ohio
$582K +$582K +11,525 New
5 6
7
8 9