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iShares Short Maturity Bond ETF

358 hedge funds and large institutions have $3.04B invested in iShares Short Maturity Bond ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 84 increasing their positions, 155 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+22
Holders Change %
+6.55%
% of All Funds
5.78%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
59
Increased
84
Reduced
155
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
176
Spire Wealth Management
Virginia
$671K -$174K -3,542 -21%
FA
177
Fortis Advisors
Pennsylvania
$670K +$345K +7,009 +106%
CAG
178
Csenge Advisory Group
Florida
$669K +$669K +13,575 New
SWP
179
Summit Wealth Partners
Florida
$659K -$550K -11,166 -45%
TF
180
Trek Financial
Arizona
$655K
IFO
181
Independent Family Office
New York
$655K
LFG
182
Larson Financial Group
Missouri
$655K +$359K +7,287 +121%
PIMG
183
Patriot Investment Management Group
Tennessee
$653K -$25.7K -518 -4%
SWP
184
Stratos Wealth Partners
Ohio
$619K +$97.8K +1,985 +19%
IF
185
Intrua Financial
Texas
$617K -$101K -2,036 -14%
FWSM
186
First Wilshire Securities Management
California
$605K +$29.5K +600 +5%
ECA
187
Elevated Capital Advisors
Utah
$603K -$64.1K -1,301 -10%
DC
188
Darrow Company
Massachusetts
$593K -$575K -11,671 -49%
CPIG
189
Chicago Partners Investment Group
Illinois
$593K +$34.8K +702 +6%
WIA
190
World Investment Advisors
California
$593K -$500K -10,144 -46%
CC
191
Courier Capital
New York
$584K
SCM
192
SOL Capital Management
Maryland
$574K -$30.5K -620 -5%
EBWM
193
Eagle Bluffs Wealth Management
Missouri
$571K +$55.8K +1,132 +11%
CA
194
Cetera Advisors
Colorado
$569K -$15.2K -308 -3%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$563K -$1.03M -20,960 -65%
OPS
196
Orion Portfolio Solutions
Nebraska
$554K -$18.8K -381 -3%
JWA
197
JFS Wealth Advisors
Pennsylvania
$542K
MPW
198
MA Private Wealth
California
$535K +$535K +10,853 New
4WM
199
4J Wealth Management
Virginia
$519K -$5.62K -114 -1%
KeyBank National Association
200
KeyBank National Association
Ohio
$514K