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iShares Short Maturity Bond ETF

339 hedge funds and large institutions have $2.59B invested in iShares Short Maturity Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-19
Holders Change %
-5.31%
% of All Funds
5.43%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
35
Increased
93
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
276
Northwest Wealth Management
Iowa
$201K +$201K +4,050 New
RWPA
277
Richard W. Paul & Associates
Michigan
$199K +$298 +6 +0.1%
TWM
278
Tradition Wealth Management
Minnesota
$184K +$49 +1 +0%
ASN
279
Advisory Services Network
Georgia
$152K +$794 +16 +0.5%
PK
280
Pflug Koory
Nebraska
$146K
TFGT
281
TS Financial Group (TSFG)
Illinois
$138K
EWA
282
EP Wealth Advisors
California
$134K -$38.9M -6,120,785 -100%
AAS
283
Ameritas Advisory Services
Nebraska
$122K +$122K +2,453 New
CA
284
Clearstead Advisors
Ohio
$116K -$27.9K -562 -19%
CIR
285
Clear Investment Research
Georgia
$109K
GEA
286
Glen Eagle Advisors
New Jersey
$100K -$13.3K -269 -12%
IHWM
287
Iron Horse Wealth Management
Iowa
$86.6K
LWP
288
Lumature Wealth Partners
Georgia
$80.3K -$6.2K -125 -7%
ONST
289
Old North State Trust
North Carolina
$80K
LWANC
290
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.8K
ACA
291
Aptus Capital Advisors
Alabama
$75.3K +$1.34K +27 +2%
VWM
292
Venturi Wealth Management
Texas
$65.8K +$65.8K +1,327 New
AssetMark Inc
293
AssetMark Inc
California
$54.8K -$5.56K -112 -9%
TAM
294
Tucker Asset Management
Colorado
$48.1K
RFA
295
Resurgent Financial Advisors
Georgia
$42.3K
AF
296
Advisornet Financial
Minnesota
$38.9K -$8.58K -173 -18%
William Blair & Company
297
William Blair & Company
Illinois
$35.8K +$13.8K +278 +63%
PPWM
298
PFG Private Wealth Management
Florida
$34.7K
S
299
SignatureFD
Georgia
$33.1K -$128K -2,571 -79%
TWC
300
TD Waterhouse Canada
Ontario, Canada
$30.9K