NEAR icon

iShares Short Maturity Bond ETF

315 hedge funds and large institutions have $5.74B invested in iShares Short Maturity Bond ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
6.85%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.89%
New
43
Increased
117
Reduced
122
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
276
Level Four Advisory Services
Texas
$211K +$211K +4,201 New
SFP
277
Shepherd Financial Partners
Massachusetts
$207K +$100 +2 +0%
PTC
278
Private Trust Company
Ohio
$203K -$115K -2,286 -36%
CFA
279
Carroll Financial Associates
North Carolina
$203K +$203K +4,036 New
EWM
280
Elmwood Wealth Management
California
$201K
EWM
281
Edge Wealth Management
New York
$201K
CIAS
282
Capital Investment Advisory Services
North Carolina
$170K -$23.2K -462 -12%
LWM
283
Lenox Wealth Management
Ohio
$148K +$48.1K +957 +48%
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$113K +$35.8K +709 +46%
BBA
285
Braun-Bostich & Associates
Pennsylvania
$99K -$204K -4,064 -67%
TFGT
286
TS Financial Group (TSFG)
Illinois
$83K -$55.1K -1,092 -40%
S
287
SignatureFD
Georgia
$81K -$153K -3,022 -65%
BWA
288
Burt Wealth Advisors
Maryland
$81K
RCAG
289
Rehmann Capital Advisory Group
Michigan
$78.2K +$69.4K +1,379 +788%
VFA
290
Valeo Financial Advisors
Indiana
$78K -$160K -3,202 -67%
SFA
291
Semmax Financial Advisors
North Carolina
$63K -$232K -4,603 -79%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$58K
ONST
293
Old North State Trust
North Carolina
$47K
CFD
294
Creative Financial Designs
Indiana
$43K +$5.41K +107 +14%
SBL
295
Sargent Bickham Lagudis
Colorado
$37K -$3M -59,827 -99%
LPWM
296
Lake Point Wealth Management
Texas
$31K
AWMS
297
Advocacy Wealth Management Services
Georgia
$26K
RIA
298
Realta Investment Advisors
Delaware
$20K -$4.35K -85 -18%
PCFFS
299
Pacific Center for Financial Services
California
$14K
HI
300
Hudock Inc
Pennsylvania
$11K