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iShares Short Maturity Bond ETF

381 hedge funds and large institutions have $2.54B invested in iShares Short Maturity Bond ETF in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+21
Holders Change %
+5.83%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.41%
New
68
Increased
106
Reduced
165
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWSM
201
First Wilshire Securities Management
California
$744K +$95.3K +1,900 +15%
WI
202
Wintrust Investments
Illinois
$742K +$61K +1,217 +9%
BWP
203
Bernardo Wealth Planning
Pennsylvania
$738K -$2.19M -43,640 -75%
LJAC
204
L.J. Altfest & Co
New York
$727K +$727K +14,488 New
MSFS
205
Main Street Financial Solutions
Pennsylvania
$718K +$718K +14,302 New
GI
206
GS Investments
Minnesota
$702K
IDA
207
Intelligence Driven Advisers
California
$697K +$697K +13,890 New
UC
208
Unio Capital
New Jersey
$688K
TWM
209
TriaGen Wealth Management
California
$684K +$684K +13,627 New
SWP
210
Stratos Wealth Partners
Ohio
$677K -$3.56M -70,937 -84%
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$666K +$22.6K +450 +4%
CPIG
212
Chicago Partners Investment Group
Illinois
$659K +$119K +2,367 +22%
TCA
213
Transcend Capital Advisors
New Jersey
$638K -$380K -7,574 -37%
IWM
214
IHT Wealth Management
Illinois
$625K -$109K -2,162 -15%
RJT
215
Raymond James Trust
Florida
$616K +$282K +5,624 +85%
TI
216
Tidal Investments
Wisconsin
$613K +$1.1K +22 +0.2%
FM
217
Foster & Motley
Ohio
$610K -$591K -11,781 -49%
FA
218
Fountainhead AM
New Jersey
$610K +$610K +12,163 New
LRIA
219
Leonard Rickey Investment Advisors
Washington
$606K
SW
220
SteelPeak Wealth
California
$595K -$5.29M -105,359 -90%
SAM
221
Strategy Asset Managers
California
$595K -$83.7K -1,668 -12%
GRP
222
Global Retirement Partners
California
$582K -$14.4K -287 -2%
US Bancorp
223
US Bancorp
Minnesota
$580K +$416K +8,282 +253%
PG
224
Patten Group
Tennessee
$574K +$100K +1,999 +21%
MM
225
Meridian Management
Arkansas
$567K