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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$173M 3,377,335 -80,682 -2%
BI
2
Bramshill Investments
Florida
$152M 2,965,140 +271,798 +10%
CCA
3
Clearwater Capital Advisors
Illinois
$123M 2,408,636 +73,269 +3%
Morgan Stanley
4
Morgan Stanley
New York
$120M 2,343,803 +155,326 +7%
LPL Financial
5
LPL Financial
California
$105M 2,050,644 +127,069 +7%
Wells Fargo
6
Wells Fargo
California
$82.1M 1,601,674 -137,126 -8%
BlackRock
7
BlackRock
New York
$79.4M 1,548,854 +51,158 +3%
TC
8
TAP Consulting
Missouri
$70.5M 1,375,530 +167,564 +14%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$68.1M 1,329,642 +15,856 +1%
UBS Group
10
UBS Group
Switzerland
$49.2M 959,599 +27,145 +3%
Renaissance Technologies
11
Renaissance Technologies
New York
$40.9M 798,300 +226,700 +40%
DCM
12
Donaldson Capital Management
Indiana
$32M 625,024 +40,738 +7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$25.1M 489,798 +38,036 +8%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$24.9M 485,560 +122,308 +34%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.1M 470,468 -9,049 -2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$23M 448,615 -212,724 -32%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$21.1M 412,683 -15,013 -4%
Corient Private Wealth
18
Corient Private Wealth
Florida
$21.1M 411,587 -129,309 -24%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$20.8M 458,490 -57,348 -11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$20.1M 392,856 -257,222 -40%
SAM
21
Securian Asset Management
Minnesota
$16.3M 318,620 – –
ARA
22
Alexander Randolph Advisory
Virginia
$14M 272,341 +30,928 +13%
KL
23
KWMG LLC
Kansas
$13.8M 269,256 +10,042 +4%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$12.4M 241,688 -6,601 -3%
HighTower Advisors
25
HighTower Advisors
Illinois
$11.9M 233,075 +19,982 +9%
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