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iShares Short Maturity Bond ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.81B invested in iShares Short Maturity Bond ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 106 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+7
Holders Change %
+2.19%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
31
Increased
106
Reduced
126
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$152M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$40.9M
3
MWC
3
MBM Wealth Consultants
Missouri
$8.99M
4
TC
4
TAP Consulting
Missouri
$70.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$5.94M
2
RPSA
2
Richard P. Slaughter Associates
Texas
$517K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.1M
4
Jane Street
4
Jane Street
New York
$3.24M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWCS
201
Beirne Wealth Consulting Services
Connecticut
$412K +$4.77K +93 +1%
PFT
202
Providence First Trust
Arizona
$411K -$63.9K -1,248 -13%
JWCA
203
J.W. Cole Advisors
Florida
$407K +$2.46K +48 +0.6%
WIM
204
Waycross Investment Management
Washington
$402K – – –
PWS
205
Physician Wealth Solutions
Nevada
$401K +$146K +2,883 +58%
PCM
206
Parsons Capital Management
Rhode Island
$385K +$120K +2,347 +45%
WCM
207
Windsor Capital Management
Arizona
$384K -$5.74K -112 -1%
FAM
208
Flaharty Asset Management
Florida
$375K -$1.03K -20 -0.3%
PFM
209
Phillips Financial Management
Indiana
$369K -$8.97K -175 -2%
DCM
210
Davidson Capital Management
Texas
$367K -$147K -2,869 -29%
Comerica Bank
211
Comerica Bank
Texas
$364K +$45.7K +892 +14%
IF
212
Intrua Financial
Texas
$362K – – –
BEI
213
Benjamin Edwards Inc
Missouri
$361K +$361K +7,033 New
USCWA
214
U.S. Capital Wealth Advisors
Texas
$360K +$102 +2 +0%
PCMU
215
Paragon Capital Management (Utah)
Utah
$359K +$1.49K +29 +0.4%
NAM
216
NTV Asset Management
West Virginia
$359K -$3.59K -70 -1%
EH
217
Equitable Holdings
New York
$356K +$131K +2,559 +58%
TCMP
218
Thrive Capital Management (Pennsylvania)
Pennsylvania
$354K -$31K -605 -8%
LIM
219
Leavell Investment Management
Alabama
$354K +$354K +6,915 New
MM
220
Meridian Management
Arkansas
$354K – – –
BCI
221
Brinker Capital Investments
Pennsylvania
$350K -$2.72K -53 -0.8%
OPS
222
Orion Portfolio Solutions
Nebraska
$350K -$2.72K -53 -0.8%
LFG
223
Larson Financial Group
Missouri
$347K +$461 +9 +0.1%
COCM
224
Charter Oak Capital Management
New Hampshire
$326K -$14.6K -285 -4%
FWM
225
Fortress Wealth Management
California
$325K +$102 +2 +0%
7 8
9
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