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iShares Short Maturity Bond ETF

338 hedge funds and large institutions have $2.07B invested in iShares Short Maturity Bond ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 104 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
4.96%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
44
Increased
104
Reduced
130
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
301
PFG Private Wealth Management
Florida
$35.4K
IA
302
IFP Advisors
Florida
$31.6K +$21.1K +418 +202%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$29K
US Bancorp
304
US Bancorp
Minnesota
$25.7K +$9.25K +183 +56%
DF
305
Dunhill Financial
United Kingdom
$25.3K +$25.3K +500 New
FFA
306
Founders Financial Alliance
North Carolina
$24.9K
VWM
307
Valley Wealth Managers
New Jersey
$18.1K
FF
308
Friedenthal Financial
New Jersey
$16.9K +$16.9K +335 New
AF
309
Advisornet Financial
Minnesota
$16.9K
SIS
310
Sound Income Strategies
Florida
$16.1K
MSWM
311
McGlone Suttner Wealth Management
Wisconsin
$12.8K +$12.8K +254 New
First Manhattan
312
First Manhattan
New York
$11.6K
GA
313
GoalVest Advisory
New York
$11K -$28.8K -570 -72%
SWM
314
Sanctuary Wealth Management
Idaho
$10.9K
GFPC
315
Global Financial Private Client
Florida
$10.1K
PWMG
316
Provence Wealth Management Group
California
$10.1K
NCM
317
Northwest Capital Management
Oregon
$9.5K
FWM
318
Focused Wealth Management
New York
$9.25K -$1.11K -22 -11%
CSB
319
City State Bank
Iowa
$9K
VL
320
Vima LLC
Michigan
$8.44K +$8.44K +167 New
IPW
321
Impact Partnership Wealth
Georgia
$7.43K -$27.5K -545 -79%
PCM
322
Penserra Capital Management
California
$7K
RIM
323
Rockbridge Investment Management
New York
$6.72K +$6.72K +133 New
TCWA
324
Turtle Creek Wealth Advisors
Texas
$6.37K +$6.37K +126 New
AIM
325
Anchor Investment Management
South Carolina
$6.32K