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iShares Short Maturity Bond ETF

358 hedge funds and large institutions have $3.04B invested in iShares Short Maturity Bond ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 84 increasing their positions, 155 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+22
Holders Change %
+6.55%
% of All Funds
5.78%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
59
Increased
84
Reduced
155
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IHWM
301
Iron Horse Wealth Management
Iowa
$86K +$62.8K +1,275 +271%
LWP
302
Lumature Wealth Partners
Georgia
$85.9K -$15.9K -323 -16%
LWANC
303
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.3K -$7.54K -153 -9%
ONST
304
Old North State Trust
North Carolina
$79K +$79K +1,603 New
GJIA
305
Glass Jacobson Investment Advisors
Maryland
$78K +$78K +1,583 New
CWA
306
Core Wealth Advisors
Florida
$74.3K +$74.3K +1,508 New
ACA
307
Aptus Capital Advisors
Alabama
$73.5K +$35.1K +713 +92%
AWM
308
Accurate Wealth Management
Florida
$68.8K +$68.8K +1,393 New
FHA
309
First Horizon Advisors
Tennessee
$62.9K +$62.9K +1,276 New
AssetMark Inc
310
AssetMark Inc
California
$60K -$12.6M -254,892 -100%
DWP
311
Destiny Wealth Partners
Florida
$51K
CIR
312
Clear Investment Research
Georgia
$49K -$7.68K -156 -14%
TAM
313
Tucker Asset Management
Colorado
$47.8K
AF
314
Advisornet Financial
Minnesota
$47.2K -$10.2K -207 -18%
LS
315
Leelyn Smith
Illinois
$44.4K +$16.2K +328 +57%
PFBT
316
Parkside Financial Bank & Trust
Missouri
$43.3K +$43.3K +879 New
RFA
317
Resurgent Financial Advisors
Georgia
$42K +$42K +853 New
SFA
318
Semmax Financial Advisors
North Carolina
$41K
ZIG
319
Zullo Investment Group
Pennsylvania
$38.6K -$197 -4 -0.5%
HCM
320
Hollencrest Capital Management
California
$37.7K +$37.7K +766 New
PPWM
321
PFG Private Wealth Management
Florida
$34K
SIC
322
Salem Investment Counselors
North Carolina
$32K +$32K +650 New
TWC
323
TD Waterhouse Canada
Ontario, Canada
$30.8K
US Bancorp
324
US Bancorp
Minnesota
$29K -$34.5K -700 -54%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$28.3K -$28.3K -575 -50%