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iShares Short Maturity Bond ETF

330 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
USCWA
226
U.S. Capital Wealth Advisors
Texas
$349K
MM
227
Meridian Management
Arkansas
$348K
COCM
228
Charter Oak Capital Management
New Hampshire
$345K -$6.31K -125 -2%
PIMG
229
Patriot Investment Management Group
Tennessee
$342K -$46K -911 -12%
FWM
230
Fortress Wealth Management
California
$340K +$1.11K +22 +0.3%
CIAS
231
Capital Investment Advisory Services
North Carolina
$326K
HI
232
Harbour Investments
Wisconsin
$325K -$2.78K -55 -0.8%
NCM
233
New Capital Management
Texas
$317K +$2.47K +49 +0.8%
SWP
234
Stratos Wealth Partners
Ohio
$304K -$16.2K -321 -5%
FFA
235
Farther Finance Advisors
California
$296K -$4.51K -90 -2%
IC
236
Inscription Capital
Texas
$293K
PCA
237
Prosperity Capital Advisors
Ohio
$291K +$91.7K +1,817 +46%
ACI
238
Alpha Cubed Investments
California
$284K -$7.72K -153 -3%
MIH
239
Meitav Investment House
Israel
$281K
JWA
240
JFS Wealth Advisors
Pennsylvania
$280K -$275K -5,447 -50%
CKAIS
241
Christensen King & Associates Investment Services
Washington
$270K +$1.01K +20 +0.4%
GRP
242
Global Retirement Partners
California
$266K +$50 +1 +0%
MFS
243
Madrona Financial Services
Washington
$259K
PAMG
244
Patton Albertson Miller Group
Tennessee
$257K -$13.9K -275 -5%
NS
245
NBC Securities
Alabama
$255K -$60.7K -1,207 -19%
SCM
246
Steele Capital Management
Iowa
$255K
GKWIM
247
Gerber Kawasaki Wealth & Investment Management
California
$253K -$30K -595 -11%
SBIA
248
Sheaff Brock Investment Advisors
Indiana
$252K
PWS
249
Physician Wealth Solutions
Nevada
$251K
Barclays
250
Barclays
United Kingdom
$251K