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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 %
SCM
201
SOL Capital Management
Maryland
$445K +$758 +15 +0.2%
KeyBank National Association
202
KeyBank National Association
Ohio
$440K -$40.4K -800 -8%
EWA
203
EP Wealth Advisors
California
$440K -$293K -5,809 -40%
GI
204
GS Investments
Minnesota
$427K -$10.6K -210 -2%
Citadel Advisors
205
Citadel Advisors
Florida
$419K -$8.77M -173,662 -95%
SFG
206
Stonebridge Financial Group
Pennsylvania
$412K +$412K +8,154 New
SG
207
Somerset Group
Minnesota
$412K – – –
PFT
208
Providence First Trust
Arizona
$412K +$7.02K +139 +2%
BWCS
209
Beirne Wealth Consulting Services
Connecticut
$403K -$2.27K -45 -0.6%
PWS
210
Physician Wealth Solutions
Nevada
$398K – – –
PA
211
Pinnacle Associates
New York
$392K -$5.05M -99,990 -93%
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$391K -$256K -5,073 -40%
FMTC
213
Farmers & Merchants Trust Company
California
$389K +$68.7K +1,361 +21%
PK
214
Pflug Koory
Nebraska
$380K +$228K +4,515 +150%
WCM
215
Windsor Capital Management
Arizona
$371K -$7.07K -140 -2%
WIM
216
Waycross Investment Management
Washington
$368K -$28.3K -560 -7%
BFPW
217
BOK Financial Private Wealth
Colorado
$366K +$366K +7,249 New
DCM
218
Davidson Capital Management
Texas
$360K -$1.57K -31 -0.4%
IF
219
Intrua Financial
Texas
$357K – – –
USCWA
220
U.S. Capital Wealth Advisors
Texas
$355K +$101 +2 +0%
NAM
221
NTV Asset Management
West Virginia
$354K – – –
MM
222
Meridian Management
Arkansas
$348K – – –
HI
223
Harbour Investments
Wisconsin
$346K +$95K +1,882 +38%
PCMU
224
Paragon Capital Management (Utah)
Utah
$346K -$7.98K -158 -2%
PFM
225
Phillips Financial Management
Indiana
$342K -$22.1K -438 -6%
7 8
9
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