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iShares Short Maturity Bond ETF

330 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRCM
276
Signature Resources Capital Management
California
$116K
CIR
277
Clear Investment Research
Georgia
$104K +$5.5K +109 +6%
TFGT
278
TS Financial Group (TSFG)
Illinois
$90K
AF
279
Advisornet Financial
Minnesota
$82.5K +$65.6K +1,300 +389%
ITIM
280
Indiana Trust & Investment Management
Indiana
$79.9K -$32.8K -650 -29%
VWWMG
281
Vermillion & White Wealth Management Group
Pennsylvania
$71.9K +$151 +3 +0.2%
VWM
282
Venturi Wealth Management
Texas
$67K
CFB
283
Cullen/Frost Bankers
Texas
$64.2K +$64.2K +1,273 New
TSWM
284
Tyler-Stone Wealth Management
Ohio
$61.3K +$61.3K +1,215 New
GEA
285
Glen Eagle Advisors
New Jersey
$59K
LIA
286
Luken Investment Analytics
Tennessee
$55.8K
CA
287
CoreCap Advisors
Michigan
$50.6K +$50.6K +1,003 New
GWSG
288
GPS Wealth Strategies Group
Colorado
$50.5K +$50.5K +1,000 New
IHWM
289
Iron Horse Wealth Management
Iowa
$49K
GJIA
290
Glass Jacobson Investment Advisors
Maryland
$48.6K +$50 +1 +0.1%
TAM
291
Tucker Asset Management
Colorado
$47.7K
T
292
Tidemark
California
$46.3K
MAWCM
293
Mine & Arao Wealth Creation & Management
California
$43.3K
VAMG
294
Voisard Asset Management Group
Michigan
$36.6K -$12.2K -242 -25%
FHA
295
First Horizon Advisors
Tennessee
$35.8K
PPWM
296
PFG Private Wealth Management
Florida
$35.3K
S
297
SignatureFD
Georgia
$33.7K -$139K -2,745 -80%
IA
298
IFP Advisors
Florida
$31.5K
FIM
299
Fernwood Investment Management
Massachusetts
$30.8K +$30.8K +610 New
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$29K