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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 %
CSI
176
Cross Staff Investments
New York
$579K +$2.53K +50 +0.4%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$578K -$485K -9,602 -46%
VFG
178
Valley Financial Group
Pennsylvania
$571K -$4.5K -89 -0.8%
Cerity Partners
179
Cerity Partners
New York
$566K -$15.8K -313 -3%
OPWM
180
Oxinas Partners Wealth Management
Indiana
$566K -$13.4K -266 -2%
UB
181
Umpqua Bank
Oregon
$561K -$406K -8,052 -42%
CFO
182
CVA Family Office
Colorado
$557K +$455 +9 +0.1%
SG
183
Stanich Group
New York
$556K +$556K +11,012 New
SPAS
184
Spectrum Planning & Advisory Services
California
$553K +$116K +2,294 +26%
CC
185
Courier Capital
New York
$548K – – –
HI
186
Hudock Inc
Pennsylvania
$532K +$532K +10,543 New
TWP
187
Tyche Wealth Partners
Texas
$529K – – –
NAS
188
NWF Advisory Services
California
$526K +$526K +10,416 New
4WM
189
4J Wealth Management
Virginia
$515K -$37.3K -738 -7%
SWM
190
Sugarloaf Wealth Management
Georgia
$509K +$14.6K +289 +3%
GF
191
Gries Financial
Ohio
$508K – – –
ES
192
ETF Store
Kansas
$505K +$4.9K +97 +1%
Bank of New York Mellon
193
Bank of New York Mellon
New York
$503K +$96.8K +1,917 +24%
AA
194
Armis Advisers
Georgia
$492K +$492K +9,740 New
KFGG
195
Keystone Financial Group (Georgia)
Georgia
$484K +$484K +9,588 New
GKIM
196
GW&K Investment Management
Massachusetts
$483K +$483K +9,565 New
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$481K +$4.09K +81 +0.9%
CBT
198
Crews Bank & Trust
Florida
$476K +$476K +9,430 New
SWP
199
Summit Wealth Partners
Florida
$469K +$2.58K +51 +0.6%
RWP
200
RWA Wealth Partners
Massachusetts
$453K +$7.73K +153 +2%
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