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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$174M 3,458,017 +8,085 +0.2%
BI
2
Bramshill Investments
Florida
$136M 2,693,342 +273,767 +11%
CCA
3
Clearwater Capital Advisors
Illinois
$118M 2,335,367 +833,916 +56%
Morgan Stanley
4
Morgan Stanley
New York
$110M 2,188,477 -296,113 -12%
LPL Financial
5
LPL Financial
California
$96.8M 1,923,575 +185,406 +11%
Wells Fargo
6
Wells Fargo
California
$87.5M 1,738,800 -33,718 -2%
BlackRock
7
BlackRock
New York
$75.4M 1,497,696 +121,375 +9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$66.1M 1,313,786 +40,421 +3%
TC
9
TAP Consulting
Missouri
$60.8M 1,207,966 -133,456 -10%
UBS Group
10
UBS Group
Switzerland
$46.9M 932,454 -57,808 -6%
Truist Financial
11
Truist Financial
North Carolina
$35.6M 706,360 -19,370 -3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$33.3M 661,339 -60,733 -8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$32.7M 650,078 -201,685 -24%
DCM
14
Donaldson Capital Management
Indiana
$29.4M 584,286 -117,948 -17%
Renaissance Technologies
15
Renaissance Technologies
New York
$28.8M 571,600 -221,100 -28%
RPSA
16
Richard P. Slaughter Associates
Texas
$27.6M 548,777 +4,802 +0.9%
Corient Private Wealth
17
Corient Private Wealth
Florida
$27.2M 540,896 -41,813 -7%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$26M 515,838 -296,744 -37%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$24.1M 479,517 +1,841 +0.4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$22.7M 451,762 -9,447 -2%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$21.5M 427,696 -125,580 -23%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$18.3M 363,252 +63,221 +21%
Jane Street
23
Jane Street
New York
$16.1M 319,129 -49,399 -13%
SAM
24
Securian Asset Management
Minnesota
$16M 318,620 – –
KL
25
KWMG LLC
Kansas
$13M 259,214 +16,667 +7%
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