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iShares Short Maturity Bond ETF

330 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
4.78%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
201
RWA Wealth Partners
Massachusetts
$434K +$3.48K +69 +0.8%
SWP
202
Significant Wealth Partners
Illinois
$413K +$413K +8,184 New
EH
203
Equitable Holdings
New York
$412K +$12.3K +243 +3%
SG
204
Somerset Group
Minnesota
$411K
OPS
205
Orion Portfolio Solutions
Nebraska
$410K -$22.3K -442 -5%
BCI
206
Brinker Capital Investments
Pennsylvania
$410K -$22.3K -442 -5%
OIA
207
OneDigital Investment Advisors
Kansas
$410K -$640K -12,685 -61%
Comerica Bank
208
Comerica Bank
Texas
$409K -$592K -11,724 -59%
PFS
209
Prospera Financial Services
Texas
$403K +$403K +7,978 New
PCMU
210
Paragon Capital Management (Utah)
Utah
$399K -$26K -516 -6%
IIC
211
Integrated Investment Consultants
Michigan
$397K +$36K +714 +10%
WIM
212
Waycross Investment Management
Washington
$396K -$2.52K -50 -0.6%
WCM
213
Windsor Capital Management
Arizona
$395K -$35.7K -707 -8%
SFA
214
Sequoia Financial Advisors
Ohio
$391K +$5.9K +117 +2%
MM
215
Main Management
California
$383K
CAGAS
216
Capital Advisory Group Advisory Services
Minnesota
$383K +$14.2K +282 +4%
TCMP
217
Thrive Capital Management (Pennsylvania)
Pennsylvania
$381K -$36.5K -725 -9%
SCA
218
Stillwater Capital Advisors
Pennsylvania
$378K -$7.38M -146,344 -95%
LFG
219
Larson Financial Group
Missouri
$376K -$4.64K -92 -1%
OCM
220
Objective Capital Management
Ohio
$374K +$25.8K +511 +7%
BWCS
221
Beirne Wealth Consulting Services
Connecticut
$366K -$6.66K -132 -2%
IF
222
Intrua Financial
Texas
$357K -$19.2K -380 -5%
NAM
223
NTV Asset Management
West Virginia
$357K -$90.8K -1,800 -20%
PS
224
Principal Securities
Iowa
$352K +$142K +2,821 +68%
FWSM
225
First Wilshire Securities Management
California
$352K