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iShares Short Maturity Bond ETF

328 hedge funds and large institutions have $2.6B invested in iShares Short Maturity Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 140 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-11
Holders Change %
-3.24%
% of All Funds
5.17%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
26
Increased
97
Reduced
140
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
COCM
226
Charter Oak Capital Management
New Hampshire
$349K
WC
227
Whitney & Co
New York
$348K -$59.7K -1,200 -15%
USCWA
228
U.S. Capital Wealth Advisors
Texas
$344K
GSIAS
229
Garden State Investment Advisory Services
New Jersey
$331K
SPAS
230
Spectrum Planning & Advisory Services
California
$331K
MIH
231
Meitav Investment House
Israel
$312K
AR
232
Apeiron RIA
Texas
$311K
Brown Advisory
233
Brown Advisory
Maryland
$300K -$4.97K -100 -2%
IC
234
Inscription Capital
Texas
$288K
ACI
235
Alpha Cubed Investments
California
$288K
FFA
236
Farther Finance Advisors
California
$286K -$4.57K -92 -2%
CHJWM
237
Carlton Hofferkamp & Jenks Wealth Management
Texas
$270K
PAMG
238
Patton Albertson Miller Group
Tennessee
$267K
RA
239
RFG Advisory
Alabama
$258K -$1.59K -32 -0.6%
MSFS
240
Main Street Financial Solutions
Pennsylvania
$256K -$84.6K -1,702 -25%
MFS
241
Madrona Financial Services
Washington
$255K -$15.7K -316 -6%
CSPAM
242
Cary Street Partners Asset Management
Virginia
$255K -$40.2K -809 -14%
CIA
243
Capital Investment Advisors
Georgia
$250K +$250K +5,019 New
SBIA
244
Sheaff Brock Investment Advisors
Indiana
$249K
Barclays
245
Barclays
United Kingdom
$247K
CB
246
Cadence Bank
Mississippi
$247K
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$244K -$111K -2,240 -31%
SFG
248
Summit Financial Group
West Virginia
$244K -$196K -3,948 -45%
VW
249
Vance Wealth
California
$242K +$242K +4,874 New
AIM
250
Aspen Investment Management
Michigan
$239K