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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.

New
Increased
Maintained
Reduced
Closed
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 %
CC
176
Courier Capital
New York
$546K – – –
Bank of New York Mellon
177
Bank of New York Mellon
New York
$542K +$51.9K +1,032 +11%
SWP
178
Summit Wealth Partners
Florida
$530K +$1.16K +23 +0.2%
DADC
179
D.A. Davidson & Co
Montana
$527K -$211K -4,190 -29%
TWP
180
Tyche Wealth Partners
Texas
$527K -$10.1K -200 -2%
TC
181
TownSquare Capital
Utah
$520K -$45.2K -898 -8%
BFEC
182
Benjamin F. Edwards & Company
Missouri
$515K +$32.5K +645 +7%
GF
183
Gries Financial
Ohio
$506K – – –
DCM
184
Davidson Capital Management
Texas
$505K – – –
CFO
185
CVA Family Office
Colorado
$499K – – –
WPC
186
White Pine Capital
Minnesota
$497K -$29.9K -594 -6%
ES
187
ETF Store
Kansas
$494K -$32.7K -650 -6%
SG
188
StoneX Group
New York
$484K +$484K +9,610 New
KeyBank National Association
189
KeyBank National Association
Ohio
$479K +$20.1K +400 +4%
PFT
190
Providence First Trust
Arizona
$466K +$5.54K +110 +1%
NCM
191
Next Capital Management
New York
$452K – – –
BPA
192
Beacon Pointe Advisors
California
$442K -$21K -417 -5%
SCM
193
SOL Capital Management
Maryland
$442K -$12.6K -250 -3%
SF
194
Synovus Financial
Georgia
$439K -$162K -3,224 -27%
RWP
195
RWA Wealth Partners
Massachusetts
$438K +$5.23K +104 +1%
GI
196
GS Investments
Minnesota
$437K -$65.4K -1,300 -13%
OPWM
197
Oxinas Partners Wealth Management
Indiana
$424K -$335K -6,659 -44%
SG
198
Somerset Group
Minnesota
$410K – – –
BWCS
199
Beirne Wealth Consulting Services
Connecticut
$400K +$34.7K +690 +10%
JWCA
200
J.W. Cole Advisors
Florida
$397K -$129K -2,558 -24%
6 7
8
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