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iShares Short Maturity Bond ETF

370 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 168 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-8
Holders Change %
-2.12%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
168
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
51
Roble Belko & Company
Pennsylvania
$9.78M +$238K +4,761 +2%
NA
52
NewEdge Advisors
Louisiana
$9.22M -$2.42M -48,345 -21%
HighTower Advisors
53
HighTower Advisors
Illinois
$8.63M -$4.4M -87,974 -34%
Stifel Financial
54
Stifel Financial
Missouri
$8.3M +$1.62M +32,453 +24%
KL
55
KWMG LLC
Kansas
$7.75M +$378K +7,563 +5%
CC
56
Copperleaf Capital
North Carolina
$7.68M +$363K +7,250 +5%
Truist Financial
57
Truist Financial
North Carolina
$7.62M -$8.09M -161,787 -51%
SCM
58
Smith Capital Management
Arkansas
$7.43M -$746K -14,910 -9%
FLA
59
Financial Life Advisors
Texas
$7.13M +$503K +10,057 +8%
DP
60
Denver PWM
Colorado
$6.99M -$234K -4,684 -3%
PA
61
Pinnacle Associates
New York
$6.87M +$462K +9,238 +7%
RCM
62
Requisite Capital Management
Texas
$6.58M -$16.7M -334,691 -72%
APA
63
American Portfolios Advisors
New York
$6.45M +$658K +13,161 +11%
UIA
64
UBP Investment Advisors
Switzerland
$6.13M +$215K +4,309 +4%
TWM
65
Trinity Wealth Management
Pennsylvania
$6.01M +$710K +14,197 +13%
ST
66
Spinnaker Trust
Maine
$5.88M -$470K -9,396 -7%
WWM
67
Windsor Wealth Management
Indiana
$5.83M -$189K -3,784 -3%
SAS
68
Sage Advisory Services
Texas
$5.68M +$1.3M +26,074 +30%
PA
69
PFG Advisors
Arizona
$5.43M -$82.3K -1,647 -1%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$5.39M -$4.12M -82,439 -43%
GFPC
71
Global Financial Private Capital
Florida
$5.34M -$29M -578,971 -84%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$5.34M -$7.34M -146,738 -58%
CM
73
Cornerstone Management
Georgia
$5.26M +$5.26M +105,180 New
AF
74
Advisornet Financial
Minnesota
$5.04M -$734K -14,675 -13%
CF
75
CNA Financial
Illinois
$5M