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iShares Short Maturity Bond ETF
NEAR

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 %
IIC
201
Integrated Investment Consultants
Michigan
$397K – – –
WIM
202
Waycross Investment Management
Washington
$395K – – –
WCM
203
Windsor Capital Management
Arizona
$382K -$11.9K -237 -3%
MM
204
Main Management
California
$382K – – –
TCMP
205
Thrive Capital Management (Pennsylvania)
Pennsylvania
$379K -$2.52K -50 -0.7%
PFM
206
Phillips Financial Management
Indiana
$372K -$126K -2,496 -25%
FAM
207
Flaharty Asset Management
Florida
$369K -$121K -2,400 -25%
IF
208
Intrua Financial
Texas
$356K – – –
NAM
209
NTV Asset Management
West Virginia
$356K – – –
USCWA
210
U.S. Capital Wealth Advisors
Texas
$353K +$5.59K +111 +2%
PCMU
211
Paragon Capital Management (Utah)
Utah
$351K -$46.6K -925 -12%
MM
212
Meridian Management
Arkansas
$347K – – –
BCI
213
Brinker Capital Investments
Pennsylvania
$347K -$62.2K -1,236 -15%
OPS
214
Orion Portfolio Solutions
Nebraska
$347K -$62.2K -1,236 -15%
SPAS
215
Spectrum Planning & Advisory Services
California
$344K +$344K +6,829 New
LFG
216
Larson Financial Group
Missouri
$341K -$34.6K -688 -9%
COCM
217
Charter Oak Capital Management
New Hampshire
$334K -$10.1K -200 -3%
LIA
218
Luken Investment Analytics
Tennessee
$326K +$270K +5,370 +486%
FWM
219
Fortress Wealth Management
California
$319K -$19.5K -387 -6%
FMTC
220
Farmers & Merchants Trust Company
California
$316K +$92.1K +1,830 +41%
Comerica Bank
221
Comerica Bank
Texas
$312K -$95.7K -1,901 -23%
FWSM
222
First Wilshire Securities Management
California
$301K -$50.3K -1,000 -14%
IC
223
Inscription Capital
Texas
$292K – – –
NCM
224
New Capital Management
Texas
$281K -$35.1K -697 -11%
JWA
225
JFS Wealth Advisors
Pennsylvania
$279K – – –
7 8
9
10 11