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iShares Short Maturity Bond ETF

333 hedge funds and large institutions have $2.02B invested in iShares Short Maturity Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+5
Holders Change %
+1.52%
% of All Funds
5.31%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
41
Increased
99
Reduced
135
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
176
Litman Gregory Wealth Management
California
$628K +$628K +12,595 New
BNP Paribas Financial Markets
177
BNP Paribas Financial Markets
France
$620K -$647K -12,959 -51%
Koshinski Asset Management
178
Koshinski Asset Management
Illinois
$612K
DC
179
Darrow Company
Massachusetts
$601K
CPIG
180
Chicago Partners Investment Group
Illinois
$594K +$33K +662 +6%
MWM
181
Meridian Wealth Management
Kentucky
$559K -$68.9K -1,382 -11%
4WM
182
4J Wealth Management
Virginia
$556K +$29.8K +598 +6%
JWA
183
JFS Wealth Advisors
Pennsylvania
$549K
CC
184
Courier Capital
New York
$542K
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$535K -$1.27M -25,409 -70%
Mercer Global Advisors
186
Mercer Global Advisors
Colorado
$526K -$5.72M -114,549 -92%
SCM
187
SOL Capital Management
Maryland
$520K -$33.9K -680 -6%
RWP
188
RWA Wealth Partners
Massachusetts
$520K +$520K +10,420 New
ES
189
ETF Store
Kansas
$510K +$23.8K +477 +5%
GRP
190
Global Retirement Partners
California
$507K -$212K -4,272 -30%
GF
191
Gries Financial
Ohio
$502K +$502K +10,062 New
GI
192
GS Investments
Minnesota
$498K -$249K -5,000 -33%
KeyBank National Association
193
KeyBank National Association
Ohio
$496K -$24.9K -500 -5%
TCMP
194
Thrive Capital Management (Pennsylvania)
Pennsylvania
$492K -$35.8K -717 -7%
TC
195
TownSquare Capital
Utah
$491K
BWCS
196
Beirne Wealth Consulting Services
Connecticut
$488K
FAM
197
Flaharty Asset Management
Florida
$485K +$120K +2,400 +33%
NAM
198
NTV Asset Management
West Virginia
$482K -$12.5K -250 -3%
MIM
199
Moseley Investment Management
Florida
$478K -$2.52M -50,595 -84%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$475K -$470K -9,414 -50%