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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 %
PAMG
251
Patton Albertson Miller Group
Tennessee
$264K
CW
252
CreativeOne Wealth
Kansas
$262K -$53K -1,075 -17%
SAM
253
Strategy Asset Managers
California
$262K +$262K +5,313 New
MFS
254
Madrona Financial Services
Washington
$253K -$98.5K -2,000 -28%
WA
255
Wealth Alliance
New York
$246K -$8.36K -170 -3%
SBIA
256
Sheaff Brock Investment Advisors
Indiana
$246K
CB
257
Cadence Bank
Mississippi
$244K +$244K +4,960 New
SW
258
SteelPeak Wealth
California
$242K +$16.5K +334 +7%
CIAS
259
CFS Investment Advisory Services
New Jersey
$240K +$235K +234,681 +4,932%
IAIM
260
International Assets Investment Management
Florida
$238K +$99 +2 +0%
FAM
261
Flaharty Asset Management
Florida
$237K
AIM
262
Aspen Investment Management
Michigan
$236K
BWP
263
Bernardo Wealth Planning
Pennsylvania
$231K -$103K -2,102 -31%
DC
264
Davenport & Co
Virginia
$231K -$6.86K -139 -3%
FAM
265
Formidable Asset Management
Ohio
$230K
ALS
266
Andrew L. Share
$225K
RA
267
RFG Advisory
Alabama
$224K +$224K +4,563 New
Comerica Bank
268
Comerica Bank
Texas
$223K
TWM
269
TriaGen Wealth Management
California
$220K
AUB
270
Atlantic Union Bankshares
Virginia
$213K
TWP
271
Tempus Wealth Planning
California
$212K
Lido Advisors
272
Lido Advisors
California
$210K -$49 -1 -0%
WG
273
Watchman Group
Texas
$208K -$53.1K -1,080 -20%
RF
274
Rollins Financial
Georgia
$208K -$14.8K -300 -7%
MFA
275
Mayflower Financial Advisors
Massachusetts
$207K