NEAR icon

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 %
CIC
76
Canal Insurance Company
South Carolina
$5M
AWM
77
AE Wealth Management
Kansas
$5M -$22.1M -441,999 -82%
RFN
78
RDA Financial Network
Iowa
$4.95M +$4.61M +92,133 +1,345%
CFGS
79
Concourse Financial Group Securities
Alabama
$4.84M -$8.03M -160,469 -62%
BFG
80
Beacon Financial Group
Texas
$4.73M
5L
81
55I LLC
Massachusetts
$4.66M +$2.25M +45,082 +94%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$4.65M +$278K +5,556 +6%
HTC
83
Haverford Trust Company
Pennsylvania
$4.64M +$4.26M +85,253 +1,130%
CCM
84
Covington Capital Management
California
$4.54M -$645K -12,900 -12%
ECM
85
ETrade Capital Management
Virginia
$4.37M -$20.7M -413,244 -83%
OWA
86
Outlook Wealth Advisors
Texas
$4.27M -$3.7M -73,910 -46%
MWM
87
Mattern Wealth Management
Kansas
$4.24M +$3.36M +67,140 +382%
PAG
88
Private Advisor Group
New Jersey
$4.2M -$331K -6,614 -7%
EWA
89
Exencial Wealth Advisors
Oklahoma
$4.14M +$4.14M +82,800 New
Millennium Management
90
Millennium Management
New York
$4.05M +$4.05M +80,957 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$4.01M +$774K +15,474 +24%
MBT
92
Montecito Bank & Trust
California
$3.97M -$2.08M -41,668 -34%
FAAS
93
First Allied Advisory Services
California
$3.97M -$1.18M -23,507 -23%
RA
94
RFG Advisory
Alabama
$3.92M +$884K +17,682 +29%
AI
95
Atria Investments
North Carolina
$3.84M -$4.59M -91,785 -54%
OC
96
Oppenheimer & Co
New York
$3.83M +$343K +6,863 +10%
C1AG
97
Client 1st Advisory Group
Florida
$3.8M -$1.72M -34,358 -31%
SS
98
Simplicity Solutions
Minnesota
$3.76M -$17M -339,118 -82%
SCA
99
Sage Capital Advisors
South Dakota
$3.7M -$15.3K -306 -0.4%
CG
100
Colony Group
Massachusetts
$3.66M