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iShares Short Maturity Bond ETF

328 hedge funds and large institutions have $2.6B invested in iShares Short Maturity Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 140 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-11
Holders Change %
-3.24%
% of All Funds
5.17%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
26
Increased
97
Reduced
140
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
276
Lumature Wealth Partners
Georgia
$80.4K
LWANC
277
Laurel Wealth Advisors (North Carolina)
North Carolina
$80K
MAWCM
278
Mine & Arao Wealth Creation & Management
California
$67.5K +$67.5K +1,358 New
VWM
279
Venturi Wealth Management
Texas
$66K
IHWM
280
Iron Horse Wealth Management
Iowa
$64.4K -$22.4K -450 -26%
HS
281
Horan Securities
United States
$50.5K +$50.5K +1,015 New
RWPA
282
Richard W. Paul & Associates
Michigan
$49.4K -$150K -3,019 -75%
GJIA
283
Glass Jacobson Investment Advisors
Maryland
$47.6K +$47.6K +958 New
TAM
284
Tucker Asset Management
Colorado
$47K -$1.24K -25 -3%
RFA
285
Resurgent Financial Advisors
Georgia
$42.4K
PPWM
286
PFG Private Wealth Management
Florida
$34.8K
S
287
SignatureFD
Georgia
$33.2K
TWC
288
TD Waterhouse Canada
Ontario, Canada
$31K
US Bancorp
289
US Bancorp
Minnesota
$29.2K
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$28.6K -$188K -3,778 -87%
William Blair & Company
291
William Blair & Company
Illinois
$28.5K -$7.36K -148 -21%
FFA
292
Founders Financial Alliance
North Carolina
$25.8K +$4.13K +83 +19%
CWA
293
Clearview Wealth Advisors
Oregon
$23.6K +$249 +5 +1%
GA
294
GoalVest Advisory
New York
$23K +$23K +463 New
HCA
295
Heck Capital Advisors
Wisconsin
$21.3K
RI
296
Ridgewood Investments
New Jersey
$20.6K
PCM
297
Penserra Capital Management
California
$19K +$19K +400 New
FCB
298
First Command Bank
Texas
$19K
FCFS
299
First Command Financial Services
Texas
$19K
GWM
300
Geneos Wealth Management
Colorado
$17.8K