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iShares Short Maturity Bond ETF
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Overview Fund Activity

330 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.7M
2
Jane Street
2
Jane Street
New York
$18.6M
3
BI
3
Bramshill Investments
Florida
$122M
4
AWS
4
Atria Wealth Solutions
New York
$10.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$36.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$40M
3
TC
3
TAP Consulting
Missouri
$67.7M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
SLWA
5
San Luis Wealth Advisors
California
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
176
4J Wealth Management
Virginia
$558K -$3.48K -69 -0.6%
CC
177
Courier Capital
New York
$548K – – –
CIA
178
Concurrent Investment Advisors
Florida
$543K +$34.9K +691 +7%
SI
179
Stephens Inc
Arkansas
$540K – – –
TWP
180
Tyche Wealth Partners
Texas
$538K -$37.8K -750 -7%
SWP
181
Summit Wealth Partners
Florida
$531K -$99.8K -1,978 -16%
ES
182
ETF Store
Kansas
$528K +$3.78K +75 +0.7%
JWCA
183
J.W. Cole Advisors
Florida
$527K -$1.84M -36,527 -78%
WPC
184
White Pine Capital
Minnesota
$524K -$418K -8,356 -44%
GF
185
Gries Financial
Ohio
$508K – – –
DCM
186
Davidson Capital Management
Texas
$506K – – –
GI
187
GS Investments
Minnesota
$503K – – –
CCM
188
Crabel Capital Management
California
$501K -$447K -8,863 -47%
CFO
189
CVA Family Office
Colorado
$500K +$500K +9,915 New
TSS
190
Two Sigma Securities
New York
$500K +$500K +9,912 New
PFM
191
Phillips Financial Management
Indiana
$498K +$162K +3,214 +48%
Bank of New York Mellon
192
Bank of New York Mellon
New York
$491K -$181K -3,584 -27%
FAM
193
Flaharty Asset Management
Florida
$491K – – –
Millennium Management
194
Millennium Management
New York
$485K +$485K +9,610 New
BFEC
195
Benjamin F. Edwards & Company
Missouri
$483K +$32.2K +638 +7%
BPA
196
Beacon Pointe Advisors
California
$464K -$238K -4,726 -34%
PFT
197
Providence First Trust
Arizona
$462K +$3.68K +73 +0.8%
KeyBank National Association
198
KeyBank National Association
Ohio
$460K -$41.6K -825 -8%
SCM
199
SOL Capital Management
Maryland
$455K -$50.4K -1,000 -10%
NCM
200
Next Capital Management
New York
$453K – – –
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8
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