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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 %
HI
301
Harbour Investments
Wisconsin
$29.8K -$62.1K -1,253 -68%
US Bancorp
302
US Bancorp
Minnesota
$29.2K
PTC
303
Private Trust Company
Ohio
$27.2K
SIC
304
Salem Investment Counselors
North Carolina
$23.8K -$8.43K -170 -26%
CWA
305
Clearview Wealth Advisors
Oregon
$23.3K -$4.32K -87 -16%
FFA
306
Founders Financial Alliance
North Carolina
$21.6K -$2.78K -56 -11%
HCA
307
Heck Capital Advisors
Wisconsin
$21.3K +$21.3K +429 New
Commonwealth Equity Services
308
Commonwealth Equity Services
Massachusetts
$21.1K +$13.4K +269,381 +172%
RI
309
Ridgewood Investments
New Jersey
$20.6K +$20.6K +415 New
AIP
310
Ahrens Investment Partners
Louisiana
$19.8K +$19.8K +400 New
FCFS
311
First Command Financial Services
Texas
$18.9K +$50 +1 +0.3%
FCB
312
First Command Bank
Texas
$18.9K +$50 +1 +0.3%
GWM
313
Geneos Wealth Management
Colorado
$17.8K
VFM
314
Valley Financial Management
New York
$17.8K
WWP
315
WR Wealth Planners
Missouri
$16.4K
SIS
316
Sound Income Strategies
Florida
$15.8K +$15.8K +319 New
TRCT
317
Tower Research Capital (TRC)
New York
$12K +$12K +235 New
First Manhattan
318
First Manhattan
New York
$11.4K
JPMorgan Chase & Co
319
JPMorgan Chase & Co
New York
$11K -$2.48M -48,036 -100%
HGERS
320
Householder Group Estate & Retirement Specialist
Arizona
$11K +$11K +220 New
FWM
321
Focused Wealth Management
New York
$10.5K
GFPC
322
Global Financial Private Client
Florida
$9.9K
CSB
323
City State Bank
Iowa
$9K
IA
324
IFP Advisors
Florida
$8.76K -$166K -3,308 -95%
AIM
325
Anchor Investment Management
South Carolina
$6.2K