NEAR icon

iShares Short Maturity Bond ETF

374 hedge funds and large institutions have $2.61B invested in iShares Short Maturity Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
6.59%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
37
Increased
103
Reduced
175
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
151
Gladstone Institutional Advisory
Florida
$1.25M +$35.1K +699 +3%
CWA
152
Centennial Wealth Advisory
Michigan
$1.22M -$134K -2,667 -10%
WIA
153
World Investment Advisors
California
$1.21M +$232K +4,621 +24%
CFGS
154
Concourse Financial Group Securities
Alabama
$1.18M -$51.4K -1,024 -4%
LTI
155
Laffer Tengler Investments
Tennessee
$1.18M -$186K -3,702 -14%
AIP
156
Ahrens Investment Partners
Louisiana
$1.16M -$1M -20,000 -46%
LI
157
LVZ Inc
Michigan
$1.15M -$94.9K -1,891 -8%
OPWM
158
Oxinas Partners Wealth Management
Indiana
$1.13M -$8.33K -166 -0.7%
LOPW
159
Live Oak Private Wealth
North Carolina
$1.11M +$1.11M +22,192 New
SFG
160
Summit Financial Group
West Virginia
$1.09M +$1.09M +21,658 New
ECA
161
Elevated Capital Advisors
Utah
$1.07M -$33.8K -674 -3%
DAS
162
Dynamic Advisor Solutions
Arizona
$1.06M +$4.37K +87 +0.4%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$1.04M -$13.6M -271,766 -93%
PWP
164
Personal Wealth Partners
Minnesota
$1.04M -$362K -7,207 -26%
OPS
165
Orion Portfolio Solutions
Nebraska
$1.01M -$130K -2,595 -11%
HWMA
166
Heritage Wealth Management (Arizona)
Arizona
$996K +$996K +19,849 New
HI
167
Harbour Investments
Wisconsin
$981K +$981K +19,551 New
FCA
168
FLC Capital Advisors
California
$971K -$185K -3,696 -16%
TP
169
Tranquility Partners
Tennessee
$960K -$35.5K -707 -4%
GC
170
Guggenheim Capital
Illinois
$939K -$5.22K -104 -0.6%
GL
171
Graypoint LLC
New York
$935K +$51.2K +1,021 +6%
BWG
172
Beta Wealth Group
California
$920K +$42.5K +847 +5%
FAIM
173
Financial Advocates Investment Management
Washington
$919K -$210K -4,180 -19%
FWSM
174
First Wilshire Securities Management
California
$915K +$171K +3,400 +23%
TSS
175
Two Sigma Securities
New York
$912K +$912K +18,161 New