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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$67.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Ameriprise
3
Ameriprise
Minnesota
$27M
4
MAG
4
Members Advisory Group
New York
$18M
5
Wells Fargo
5
Wells Fargo
California
$98.2M

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 Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$607M 12,015 – –
Bank of America
2
Bank of America
North Carolina
$169M 3,341,185 -36,150 -1%
BI
3
Bramshill Investments
Florida
$163M 3,223,956 +258,816 +9%
Morgan Stanley
4
Morgan Stanley
New York
$145M 2,871,032 +527,229 +22%
CCA
5
Clearwater Capital Advisors
Illinois
$129M 2,551,764 +143,128 +6%
LPL Financial
6
LPL Financial
California
$111M 2,193,609 +142,965 +7%
Wells Fargo
7
Wells Fargo
California
$98.2M 1,943,763 +342,089 +21%
Raymond James Financial
8
Raymond James Financial
Florida
$67.2M 1,331,095 +1,331,095 New
TC
9
TAP Consulting
Missouri
$64.6M 1,279,267 -96,263 -7%
UBS Group
10
UBS Group
Switzerland
$54.5M 1,080,018 +120,419 +13%
BlackRock
11
BlackRock
New York
$48M 951,093 -597,761 -39%
DCM
12
Donaldson Capital Management
Indiana
$30.6M 606,450 -18,574 -3%
Ameriprise
13
Ameriprise
Minnesota
$27M 534,235 +507,860 +1,926%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$26.9M 533,411 +43,613 +9%
Renaissance Technologies
15
Renaissance Technologies
New York
$26.6M 525,800 -272,500 -34%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$25.2M 499,410 +50,795 +11%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$23M 455,064 +62,208 +16%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$21.7M 430,193 -40,275 -9%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$18.2M 360,432 -52,251 -13%
MAG
20
Members Advisory Group
New York
$18M 357,251 +357,251 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$17.5M 398,201 -60,289 -13%
UBP
22
Union Bancaire Privee
Switzerland
$16.5M 326,553 +326,553 New
SAM
23
Securian Asset Management
Minnesota
$16.1M 318,620 – –
ARA
24
Alexander Randolph Advisory
Virginia
$15.3M 303,311 +30,970 +11%
KL
25
KWMG LLC
Kansas
$13.8M 272,955 +3,699 +1%
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