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iShares Short Maturity Bond ETF

370 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 168 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-8
Holders Change %
-2.12%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
168
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HT
201
HighTower Trust
Texas
$940K -$113K -2,256 -11%
ACS
202
Archford Capital Strategies
Illinois
$915K +$630K +12,608 +221%
CG
203
CFO4Life Group
Texas
$901K +$499K +9,969 +124%
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$897K -$671K -13,407 -43%
AA
205
Ancora Advisors
Ohio
$881K +$656K +13,120 +292%
FA
206
FDx Advisors
Illinois
$876K -$857K -17,135 -49%
WP
207
WealthShield Partners
North Carolina
$863K -$424K -8,485 -33%
WQ
208
Wealth Quarterback
New Jersey
$828K -$997K -19,933 -55%
Mariner
209
Mariner
Kansas
$810K -$5.2K -104 -0.6%
IWM
210
IHT Wealth Management
Illinois
$808K -$184K -3,682 -19%
MIM
211
Moseley Investment Management
Florida
$796K -$1.3M -26,051 -62%
UWPG
212
Ullmann Wealth Partners Group
Florida
$794K -$1.18M -23,623 -60%
JWCA
213
J.W. Cole Advisors
Florida
$792K +$792K +15,843 New
TP
214
Tranquility Partners
Tennessee
$791K +$791K +15,815 New
Baird Financial Group
215
Baird Financial Group
Wisconsin
$773K -$697K -13,954 -47%
GC
216
Guggenheim Capital
Illinois
$770K +$383K +7,653 +99%
ACP
217
Aveo Capital Partners
Colorado
$759K -$53.3K -1,066 -7%
VWA
218
Visionary Wealth Advisors
Illinois
$748K +$748K +14,956 New
CFG
219
Cooper Financial Group
California
$734K -$7.39M -147,872 -91%
AWS
220
Arkfeld Wealth Strategies
Nebraska
$723K -$60K -1,200 -8%
MA
221
MUFG Americas
New York
$721K +$721K +1,050 New
I
222
INVST
Indiana
$688K -$745K -14,898 -52%
PFT
223
Providence First Trust
Arizona
$662K +$2.6K +52 +0.4%
AAS
224
Avantax Advisory Services
Texas
$658K -$10.2K -203 -2%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$651K -$8.1K -162 -1%