NEAR icon

iShares Short Maturity Bond ETF

358 hedge funds and large institutions have $2.57B invested in iShares Short Maturity Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 145 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-7
Holders Change %
-1.92%
% of All Funds
5.67%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.36%
New
42
Increased
99
Reduced
145
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSEP
251
Golden State Equity Partners
California
$342K +$67K +1,349 +24%
TI
252
Tidal Investments
Wisconsin
$336K -$49.9K -1,006 -13%
FCM
253
Firestone Capital Management
Florida
$336K
WA
254
Wealth Alliance
New York
$335K -$31K -624 -8%
SW
255
SteelPeak Wealth
California
$330K +$330K +6,656 New
NCM
256
Next Capital Management
New York
$326K
SAM
257
Strategy Asset Managers
California
$319K +$319K +6,438 New
GM
258
GeoWealth Management
Illinois
$317K +$317K +6,390 New
HWM
259
HB Wealth Management
Georgia
$314K +$99 +2 +0%
IWC
260
Integrated Wealth Concepts
Massachusetts
$311K -$116K -2,327 -27%
CWA
261
Clearview Wealth Advisors
Oregon
$308K -$79.8K -1,608 -21%
RA
262
RFG Advisory
Alabama
$308K -$28.6K -577 -8%
MIH
263
Meitav Investment House
Israel
$308K -$2.96K -60 -1%
CTFG
264
Capstone Triton Financial Group
Oklahoma
$300K +$37.9K +767 +14%
VWA
265
V Wealth Advisors
Kansas
$298K -$19.2K -386 -6%
AW
266
ACG Wealth
Georgia
$297K -$99K -2,000 -25%
MWM
267
Midwest Wealth Management
Indiana
$297K
CSPAM
268
Cary Street Partners Asset Management
Virginia
$294K +$294K +5,932 New
TWM
269
Tradition Wealth Management
Minnesota
$293K -$225K -4,555 -43%
CSI
270
Cross Staff Investments
New York
$290K
IC
271
Inscription Capital
Texas
$288K
ACI
272
Alpha Cubed Investments
California
$287K +$287K +5,788 New
TWM
273
TriaGen Wealth Management
California
$286K +$286K +5,770 New
HTC
274
Haverford Trust Company
Pennsylvania
$285K -$1.97M -39,833 -87%
SWM
275
Sugarloaf Wealth Management
Georgia
$278K -$100K -2,021 -27%