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iShares Short Maturity Bond ETF

330 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
151
Dynamic Advisor Solutions
Arizona
$848K
AI
152
Auour Investments
Massachusetts
$842K -$4.05M -80,327 -83%
EBWM
153
Eagle Bluffs Wealth Management
Missouri
$825K -$22.4K -444 -3%
DWM
154
Dakota Wealth Management
Florida
$795K +$18.3K +363 +2%
SWM
155
Spire Wealth Management
Virginia
$791K -$1.77K -35 -0.2%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$782K -$260K -5,143 -25%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$770K +$22.9K +454 +3%
OPWM
158
Oxinas Partners Wealth Management
Indiana
$761K -$795K -15,759 -51%
CPIG
159
Chicago Partners Investment Group
Illinois
$745K +$115K +2,289 +18%
DADC
160
D.A. Davidson & Co
Montana
$740K +$30.3K +600 +4%
SPWG
161
Syntegra Private Wealth Group
Missouri
$739K -$35.1K -696 -5%
Cerity Partners
162
Cerity Partners
New York
$732K -$75.7K -1,500 -9%
CWM
163
Centurion Wealth Management
Virginia
$723K -$1.41K -28 -0.2%
CWA
164
Core Wealth Advisors
Florida
$695K
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$688K +$178K +3,533 +35%
FA
166
Fortis Advisors
Pennsylvania
$671K +$5.4K +107 +0.8%
CSI
167
Cross Staff Investments
New York
$648K -$48.6K -963 -7%
LTI
168
Laffer Tengler Investments
Tennessee
$631K +$37.2K +738 +6%
HWMA
169
Heritage Wealth Management (Arizona)
Arizona
$614K +$959 +19 +0.2%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$614K +$614K +12,165 New
DC
171
Darrow Company
Massachusetts
$607K
SF
172
Synovus Financial
Georgia
$603K -$45.8K -908 -7%
VFG
173
Valley Financial Group
Pennsylvania
$599K -$45.1K -893 -7%
TC
174
TownSquare Capital
Utah
$566K +$63.9K +1,267 +13%
OAP
175
One Advisory Partners
Kansas
$565K -$11.5K -228 -2%