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iShares Short Maturity Bond ETF

328 hedge funds and large institutions have $2.6B invested in iShares Short Maturity Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 140 reducing their positions, and 34 closing their positions.

Holders
328
Holders Change
-11
Holders Change %
-3.24%
% of All Funds
5.17%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
26
Increased
97
Reduced
140
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$20M +$7.2M +144,866 +56%
SLWA
27
San Luis Wealth Advisors
California
$19.1M -$2.5M -50,315 -12%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$18.3M -$12.7M -255,800 -41%
MHR
29
Matthew Hamilton Rosenberg
$17.3M +$940K +18,903 +6%
KWILP
30
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M
CAM
31
Crestone Asset Management
Colorado
$13.4M -$1.09M -21,953 -8%
CAN
32
Cetera Advisor Networks
California
$12.1M +$1.39M +27,971 +13%
KL
33
KWMG LLC
Kansas
$11.5M +$1.02M +20,468 +10%
SCA
34
Stillwater Capital Advisors
Pennsylvania
$9.31M -$626K -12,594 -6%
WP
35
WealthSource Partners
California
$9.2M +$3.58M +72,007 +64%
CT
36
Columbia Trust
Oregon
$8.68M -$5.62M -113,016 -39%
WA
37
Waverly Advisors
Alabama
$8.66M +$2.69M +54,138 +45%
IFS
38
Ifrah Financial Services
Arkansas
$8.41M +$101K +2,023 +1%
SRC
39
Shufro Rose & Co
New York
$8.11M +$731K +14,698 +10%
GIA
40
Gladstone Institutional Advisory
Florida
$8.02M -$180K -3,612 -2%
SCA
41
STALEY CAPITAL ADVISERS
Pennsylvania
$7.9M -$109K -2,200 -1%
KFAA
42
Klaas Financial Asset Advisors
Illinois
$7.46M +$76.8K +1,544 +1%
LBC
43
Lowe Brockenbrough & Co
Virginia
$7.25M -$158K -3,175 -2%
AWA
44
Aaron Wealth Advisors
Illinois
$7.24M -$6.77M -136,248 -48%
PA
45
PFG Advisors
Arizona
$6.93M +$950K +19,110 +16%
Stifel Financial
46
Stifel Financial
Missouri
$6.86M -$85.9K -1,728 -1%
VNA
47
Valley National Advisers
Pennsylvania
$6.85M +$211K +4,248 +3%
MBT
48
Montecito Bank & Trust
California
$6.69M -$277K -5,565 -4%
AWM
49
Ameliora Wealth Management
Switzerland
$6.63M -$242K -4,862 -4%
MML Investors Services
50
MML Investors Services
Massachusetts
$6.51M -$1.11M -22,417 -15%