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iShares Short Maturity Bond ETF

358 hedge funds and large institutions have $2.57B invested in iShares Short Maturity Bond ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 145 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-7
Holders Change %
-1.92%
% of All Funds
5.67%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.36%
New
42
Increased
99
Reduced
145
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LA
201
LVW Advisors
New York
$617K +$617K +12,429 New
CIAS
202
Capital Investment Advisory Services
North Carolina
$615K -$198K -3,985 -24%
FM
203
Foster & Motley
Ohio
$610K -$63.5K -1,280 -9%
SWP
204
Stratos Wealth Partners
Ohio
$607K -$102K -2,052 -14%
AFS
205
Access Financial Services
Minnesota
$598K +$333K +6,714 +125%
WWM
206
Western Wealth Management
Colorado
$571K +$302K +6,106 +113%
DIP
207
DT Investment Partners
Pennsylvania
$569K +$569K +11,474 New
CW
208
CreativeOne Wealth
Kansas
$559K +$264K +5,319 +89%
SFA
209
Sequoia Financial Advisors
Ohio
$546K +$546K +11,008 New
JWA
210
JFS Wealth Advisors
Pennsylvania
$545K +$167K +3,376 +44%
PFT
211
Providence First Trust
Arizona
$525K +$595 +12 +0.1%
MIM
212
Marco Investment Management
Georgia
$524K -$69K -1,390 -12%
SCM
213
Southport Capital Management
Tennessee
$519K -$819K -16,524 -61%
KeyBank National Association
214
KeyBank National Association
Ohio
$517K
EBWM
215
Eagle Bluffs Wealth Management
Missouri
$510K -$886K -17,875 -63%
ES
216
ETF Store
Kansas
$506K +$495 +10 +0.1%
RFN
217
Redwood Financial Network
Ohio
$506K +$506K +10,201 New
COCM
218
Charter Oak Capital Management
New Hampshire
$500K -$140K -2,817 -22%
CAM
219
Cidel Asset Management
Ontario, Canada
$496K -$500K
WC
220
Whitney & Co
New York
$491K -$169K -3,400 -26%
TC
221
TownSquare Capital
Utah
$488K
TP
222
Tranquility Partners
Tennessee
$481K
GRP
223
Global Retirement Partners
California
$458K +$458K +9,258 New
LWM
224
Ledge Wealth Management
Minnesota
$455K +$455K +9,174 New
WEG
225
World Equity Group
Illinois
$453K +$453K +9,135 New