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iShares Short Maturity Bond ETF

339 hedge funds and large institutions have $2.59B invested in iShares Short Maturity Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-19
Holders Change %
-5.31%
% of All Funds
5.43%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
35
Increased
93
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCP
151
Verus Capital Partners
Arizona
$900K -$316K -6,365 -26%
DCM
152
Davidson Capital Management
Texas
$889K +$889K +17,929 New
DWM
153
Dakota Wealth Management
Florida
$871K -$260K -5,239 -23%
NWM
154
NEIRG Wealth Management
Massachusetts
$856K +$36.5K +735 +4%
SWM
155
Spire Wealth Management
Virginia
$840K +$164K +3,302 +24%
SPWG
156
Syntegra Private Wealth Group
Missouri
$835K -$67.5K -1,361 -7%
SWM
157
Sugarloaf Wealth Management
Georgia
$818K -$75.5K -1,523 -8%
AC
158
AlphaCore Capital
California
$814K +$814K +16,418 New
IAG
159
Investment Advisory Group
Massachusetts
$801K +$57.5K +1,160 +8%
CRWM
160
Castle Rock Wealth Management
California
$767K +$3.37K +68 +0.4%
CCM
161
Crabel Capital Management
California
$762K -$2.54M -51,126 -77%
CWM
162
Centurion Wealth Management
Virginia
$758K -$20.3K -409 -3%
KA
163
Kovack Advisors
Florida
$754K -$9.67K -195 -1%
GI
164
GS Investments
Minnesota
$743K
LOPW
165
Live Oak Private Wealth
North Carolina
$724K -$1.52M -30,578 -68%
TF
166
Trek Financial
Arizona
$697K +$37.1K +748 +6%
FWM
167
Fortress Wealth Management
California
$666K -$19.7K -397 -3%
IFO
168
Independent Family Office
New York
$659K
ECA
169
Elevated Capital Advisors
Utah
$652K +$45K +907 +7%
PIMG
170
Patriot Investment Management Group
Tennessee
$640K -$13.3K -268 -2%
AWA
171
Aletheian Wealth Advisors
Washington
$634K -$1.16M -23,385 -65%
TCMP
172
Thrive Capital Management (Pennsylvania)
Pennsylvania
$631K -$48.4K -975 -7%
FA
173
Fortis Advisors
Pennsylvania
$628K -$46.5K -938 -7%
GKWIM
174
Gerber Kawasaki Wealth & Investment Management
California
$622K -$92K -1,855 -13%
SWP
175
Summit Wealth Partners
Florida
$608K -$55K -1,109 -8%