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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 %
KA
126
Kovack Advisors
Florida
$2.01M +$944K +19,051 +88%
AWS
127
Atria Wealth Solutions
New York
$1.96M +$1.96M +39,576 New
CSPIA
128
Cary Street Partners Investment Advisory
Virginia
$1.92M +$22K +443 +1%
BCMO
129
Buckingham Capital Management (Ohio)
Ohio
$1.89M -$344K -6,935 -15%
CHJWM
130
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.83M -$241K -4,871 -12%
AWA
131
Aletheian Wealth Advisors
Washington
$1.74M +$336K +6,772 +24%
AIM
132
Avity Investment Management
Connecticut
$1.73M -$198K -4,000 -10%
FWM
133
Focused Wealth Management
New York
$1.64M -$374K -7,548 -19%
SWM
134
Spire Wealth Management
Virginia
$1.57M +$13.3K +268 +0.9%
SIA
135
SeaBridge Investment Advisors
New Jersey
$1.55M
TCWM
136
Total Clarity Wealth Management
Illinois
$1.52M -$43.1K -869 -3%
NAM
137
NTV Asset Management
West Virginia
$1.52M +$278K +5,615 +22%
SWP
138
Summit Wealth Partners
Florida
$1.51M +$30.9K +624 +2%
FWM
139
Fortress Wealth Management
California
$1.48M -$159K -3,201 -10%
SAM
140
Strategic Asset Management
Minnesota
$1.48M -$121K -2,448 -8%
AA
141
Ancora Advisors
Ohio
$1.47M -$141K -2,840 -9%
KWM
142
Kingsview Wealth Management
Oregon
$1.44M -$225K -4,541 -13%
JSL
143
JT Stratford LLC
Georgia
$1.35M +$279K +5,629 +26%
NF
144
Nikulski Financial
Iowa
$1.34M +$110K +2,225 +9%
HWM
145
Howard Wealth Management
Connecticut
$1.34M -$102K -2,048 -7%
LG
146
LaFleur & Godfrey
Michigan
$1.3M -$59.5K -1,200 -4%
PFS
147
Prospera Financial Services
Texas
$1.29M +$42.6K +859 +3%
FCA
148
FinTrust Capital Advisors
South Carolina
$1.28M
SCA
149
Snowden Capital Advisors
New York
$1.27M +$6.04K +122 +0.5%
CAWM
150
Capital Advisors Wealth Management
Washington
$1.26M +$450K +9,086 +55%