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iShares Short Maturity Bond ETF

374 hedge funds and large institutions have $2.61B invested in iShares Short Maturity Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
6.59%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
37
Increased
103
Reduced
175
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWAG
251
Integer Wealth Advisors Group
Georgia
$378K
Creative Planning
252
Creative Planning
Kansas
$369K -$63.5K -1,266 -15%
MFS
253
Madrona Financial Services
Washington
$359K -$39.9K -794 -10%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$353K
RIG
255
RiverFront Investment Group
Virginia
$352K +$40.3K +803 +13%
Vontobel Holding
256
Vontobel Holding
Switzerland
$350K +$58.1K +1,156 +20%
UR
257
USCA RIA
Texas
$347K
HB
258
Homrich & Berg
Georgia
$346K -$35.1K -699 -9%
SAM
259
Strategy Asset Managers
California
$343K -$253K -5,030 -42%
BA
260
Bellwether Advisors
Nebraska
$335K +$952 +19 +0.3%
PK
261
Pflug Koory
Nebraska
$328K
VWA
262
V Wealth Advisors
Kansas
$326K -$4.11K -82 -1%
FA
263
Fortis Advisors
Pennsylvania
$326K +$552 +11 +0.2%
ACP
264
Aveo Capital Partners
Colorado
$316K -$445K -8,874 -58%
DC
265
Davenport & Co
Virginia
$315K -$108K -2,158 -26%
FHA
266
Flagship Harbor Advisors
Massachusetts
$314K +$42.2K +841 +16%
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$313K -$231K -4,611 -42%
RSWM
268
Robertson Stephens Wealth Management
California
$312K -$64.8K -1,293 -17%
BRWA
269
B. Riley Wealth Advisors
Florida
$311K -$11.1K -221 -3%
FAM
270
Formidable Asset Management
Ohio
$308K -$1.1M -21,967 -78%
FPGK
271
Financial Partners Group (Kansas)
Kansas
$307K -$45.1K -898 -13%
WS
272
Wedbush Securities
California
$304K -$22.6K -449 -7%
SWM
273
SeaCrest Wealth Management
New York
$303K -$17.7K -353 -6%
PA
274
Parallel Advisors
California
$302K +$226K +4,495 +296%
W
275
WealthStone
Ohio
$301K