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iShares Short Maturity Bond ETF

336 hedge funds and large institutions have $3B invested in iShares Short Maturity Bond ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 149 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
-15
Holders Change %
-4.27%
% of All Funds
5.81%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.48%
New
33
Increased
82
Reduced
149
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPAS
226
Spectrum Planning & Advisory Services
California
$349K +$132K +2,684 +61%
HWM
227
HB Wealth Management
Georgia
$345K -$547K -11,086 -61%
NCM
228
Next Capital Management
New York
$343K
USCWA
229
U.S. Capital Wealth Advisors
Texas
$340K -$25K -508 -7%
BA
230
Bellwether Advisors
Nebraska
$337K
FCM
231
Firestone Capital Management
Florida
$334K
GL
232
Graypoint LLC
New York
$333K -$140K -2,834 -30%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$327K -$392K -7,960 -55%
FA
234
Fortis Advisors
Pennsylvania
$325K +$1.38K +28 +0.4%
MIH
235
Meitav Investment House
Israel
$318K +$318K +6,456 New
FHA
236
Flagship Harbor Advisors
Massachusetts
$317K -$39.4K -799 -11%
FCA
237
FLC Capital Advisors
California
$299K
RWA
238
Ropes Wealth Advisors
Massachusetts
$297K +$44.9K +913 +18%
AW
239
ACG Wealth
Georgia
$296K
LFG
240
Larson Financial Group
Missouri
$296K +$296K +6,000 New
CSPAM
241
Cary Street Partners Asset Management
Virginia
$292K
IC
242
Inscription Capital
Texas
$286K
ACI
243
Alpha Cubed Investments
California
$285K
IWN
244
Independent Wealth Network
Iowa
$284K +$54.3K +1,102 +24%
DAS
245
Dynamic Advisor Solutions
Arizona
$283K +$283K +5,751 New
WWM
246
Western Wealth Management
Colorado
$277K -$9.22K -187 -3%
FAT
247
First American Trust
California
$277K +$277K +5,622 New
CTFG
248
Capstone Triton Financial Group
Oklahoma
$276K -$21.4K -436 -7%
CWA
249
Clearview Wealth Advisors
Oregon
$274K -$32.2K -653 -11%
WS
250
Wedbush Securities
California
$271K +$148 +3 +0.1%