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iShares Short Maturity Bond ETF

358 hedge funds and large institutions have $2.57B invested in iShares Short Maturity Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 145 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-7
Holders Change %
-1.92%
% of All Funds
5.67%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.36%
New
42
Increased
99
Reduced
145
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ST
51
Spinnaker Trust
Maine
$7.86M -$1.88M -37,939 -19%
WWM
52
Windsor Wealth Management
Indiana
$7.79M +$811K +16,367 +12%
BBHBI
53
B, B, H, & B Inc
Alabama
$7.37M -$1.37M -27,567 -16%
AssetMark Inc
54
AssetMark Inc
California
$7.15M +$7.15M +144,200 New
WPC
55
White Pine Capital
Minnesota
$6.94M -$169K -3,401 -2%
NWA
56
Navis Wealth Advisors
New York
$6.64M +$36.1K +729 +0.5%
SPIA
57
Steward Partners Investment Advisory
New York
$6.58M +$3.7M +74,725 +129%
BAM
58
Belpointe Asset Management
Nevada
$6.45M -$74.1K -1,495 -1%
Stifel Financial
59
Stifel Financial
Missouri
$6.35M -$432K -8,714 -6%
EWA
60
Exencial Wealth Advisors
Oklahoma
$6.32M +$1.05M +21,201 +20%
Truist Financial
61
Truist Financial
North Carolina
$6.21M +$1.49M +30,097 +32%
OC
62
Oppenheimer & Co
New York
$6.19M -$84.6K -1,707 -1%
UCFA
63
United Capital Financial Advisors
Texas
$5.87M -$759K -15,305 -11%
TTSTC
64
Texas Treasury Safekeeping Trust Company
Texas
$5.66M
PCMU
65
Paragon Capital Management (Utah)
Utah
$5.65M -$793 -16 -0%
OPCM
66
Osborne Partners Capital Management
California
$5.61M -$248K -5,000 -4%
GIA
67
Gladstone Institutional Advisory
Florida
$5.58M +$3.15M +63,606 +130%
VFA
68
Values First Advisors
Tennessee
$5.57M -$363K -7,331 -6%
CM
69
Cornerstone Management
Georgia
$5.51M +$5.51M +111,253 New
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$5.44M -$1.8M -36,229 -25%
PWMAG
71
Pinnacle Wealth Management Advisory Group
New Jersey
$5.34M +$470K +9,481 +10%
HighTower Advisors
72
HighTower Advisors
Illinois
$5.2M -$722K -14,552 -12%
BAMG
73
Brand Asset Management Group
Missouri
$4.99M +$4.99M +100,555 New
CIC
74
Canal Insurance Company
South Carolina
$4.96M
CF
75
CNA Financial
Illinois
$4.96M