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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 %
ACA
301
Aptus Capital Advisors
Alabama
$28.7K +$28.7K +569 New
DF
302
Dunhill Financial
United Kingdom
$25.2K
FFA
303
Founders Financial Alliance
North Carolina
$24.8K
PCA
304
Providence Capital Advisors
North Carolina
$21.3K +$21.3K +422 New
VWM
305
Valley Wealth Managers
New Jersey
$18.1K
FF
306
Friedenthal Financial
New Jersey
$18K +$1.06K +21 +6%
MG
307
Mather Group
Illinois
$16.9K +$16.9K +335 New
WWP
308
WR Wealth Planners
Missouri
$16.7K +$16.7K +330 New
SIS
309
Sound Income Strategies
Florida
$16.1K
First Manhattan
310
First Manhattan
New York
$11.6K
GA
311
GoalVest Advisory
New York
$11K
SWM
312
Sanctuary Wealth Management
Idaho
$10.8K
GFPC
313
Global Financial Private Client
Florida
$10K
NCM
314
Northwest Capital Management
Oregon
$9.49K
CSB
315
City State Bank
Iowa
$9K
IGWM
316
ICA Group Wealth Management
Colorado
$8.94K +$8.58K +170 +2,429%
VL
317
Vima LLC
Michigan
$8.28K
Fidelity Investments
318
Fidelity Investments
Massachusetts
$8.04K -$247K -4,877 -97%
AIM
319
Anchor Investment Management
South Carolina
$6.31K
JFA
320
JNBA Financial Advisors
Minnesota
$6.06K +$51 +1 +0.8%
WIC
321
Woodmont Investment Counsel
Tennessee
$5.05K +$5.05K +100 New
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.69K
CAL
323
Capital Analysts LLC
Pennsylvania
$4K +$48 +1 +1%
WAS
324
Winch Advisory Services
Wisconsin
$3.57K +$50 +1 +1%
PA
325
PSI Advisors
Florida
$1.56K