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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 %
WG
151
Watchman Group
Texas
$1.75M -$259K -5,180 -13%
WCM
152
Windsor Capital Management
Arizona
$1.74M -$54.6K -1,092 -3%
CIAS
153
Capital Investment Advisory Services
North Carolina
$1.72M -$598K -11,962 -26%
MIAN
154
Mariner Independent Advisor Network
Kansas
$1.66M -$960K -19,198 -37%
Goldman Sachs
155
Goldman Sachs
New York
$1.64M
YWP
156
YorkBridge Wealth Partners
New York
$1.62M -$5.35K -107 -0.3%
LFG
157
LifePlan Financial Group
Ohio
$1.61M -$546K -10,916 -25%
PWA
158
Physician Wealth Advisors
Utah
$1.58M -$2.13M -42,605 -57%
SIA
159
SeaBridge Investment Advisors
New Jersey
$1.57M +$56.5K +1,130 +4%
SIA
160
Strategic Investment Advisors
Michigan
$1.57M -$3.25M -64,883 -67%
KWM
161
Kingsview Wealth Management
Oregon
$1.57M +$51.4K +1,028 +3%
MG
162
Mather Group
Illinois
$1.56M -$1.65M -33,085 -51%
First Trust Advisors
163
First Trust Advisors
Illinois
$1.52M -$4.46M -89,098 -75%
DE
164
Day & Ennis
Georgia
$1.5M -$522K -10,434 -26%
HWM
165
Howard Wealth Management
Connecticut
$1.39M +$237K +4,730 +20%
MA
166
Mutual Advisors
Nebraska
$1.39M -$162K -3,248 -10%
VWM
167
Venturi Wealth Management
Texas
$1.36M +$138K +2,755 +11%
SHJ
168
Sharkey, Howes & Javer
Colorado
$1.35M -$900K -17,991 -40%
GI
169
GS Investments
Minnesota
$1.35M -$35K -700 -3%
RSWM
170
Robertson Stephens Wealth Management
California
$1.32M +$632K +12,653 +92%
PWP
171
Personal Wealth Partners
Minnesota
$1.31M +$20.4K +409 +2%
RFC
172
Regions Financial Corp
Alabama
$1.25M
GIA
173
Gladstone Institutional Advisory
Florida
$1.23M +$1.9K +38 +0.2%
OIA
174
OneDigital Investment Advisors
Kansas
$1.23M +$57.2K +1,142 +5%
SWM
175
Sugarloaf Wealth Management
Georgia
$1.23M +$235K +4,700 +24%