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iShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

iShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETF

ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR
持有机构数
222
机构合计市值 (Q2 2026)
$10.62亿
机构合计股数 (Q2 2026)
2,109.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+166.7万股
116 · 27 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-210.7万股
85 · 22 清仓 · ≈
⚖️ 净额
-44.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$10.62亿
持有机构数
222
新买入
27
加仓
89
减仓
63
清仓
22
持股不变
43
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
0.01%0.01%#151$1.68亿332.6万股$1.73亿341.9万股-9.3万股-2.71%减仓
Rockwood Wealth Management, LLC
7.55%8.2%#1$1.19亿237.0万股$1.15亿227.6万股+9.4万股+4.13%加仓
Resonant Capital Advisors, LLC
4.34%4.41%#2$9,089.2万180.4万股$8,390.2万166.7万股+13.7万股+8.24%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%0.01%#170$7,116.6万141.3万股$7,142.6万141.9万股-6,291股-0.44%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.08%0.09%#79$5,314.4万105.5万股$5,398.7万107.2万股-1.8万股-1.64%减仓
LPL金融LPL Financial LLC
0.01%0.01%#153$3,803.8万75.5万股$3,823.9万76.0万股-4,591股-0.60%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.17%0.26%#54$3,454.3万68.6万股$3,312.1万65.8万股+2.8万股+4.21%加仓
Foster Group, Inc.
0.82%0.88%#16$3,085.6万61.2万股$2,969.4万59.0万股+2.3万股+3.83%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.03%#118$2,687.5万53.3万股$2,547.3万50.6万股+2.7万股+5.42%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.04%0.02%#109$2,303.0万45.7万股$1,137.7万22.6万股+23.1万股+102.25%加仓
Ullmann Wealth Partners Group, LLC
2.03%2.28%#6$2,238.4万44.4万股$2,194.0万43.6万股+8,476股+1.94%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#202$1,849.0万36.7万股$1,655.3万32.9万股+3.8万股+11.45%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#121$1,722.2万34.2万股$1,492.8万29.7万股+4.5万股+15.27%加仓
Equitable控股Equitable Holdings, Inc.
0.09%0.12%#75$1,470.0万29.2万股$1,937.9万38.5万股-9.3万股-24.24%减仓
Smart Money Group LLC
3.7%2.33%#4$1,440.7万28.6万股$799.4万15.9万股+12.7万股+80.08%加仓
Dynasty财富管理Dynasty Wealth Management, LLC
0.1%0.1%#73$1,311.3万26.0万股$1,117.1万22.2万股+3.8万股+17.30%加仓
Quotient Wealth 合伙人Quotient Wealth Partners, LLC
0.27%0.27%#40$1,144.9万22.7万股$1,028.1万20.4万股+2.3万股+11.28%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#193$1,045.5万20.8万股$805.0万16.0万股+4.8万股+29.78%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#145$1,034.1万20.5万股$975.4万19.4万股+1.1万股+5.93%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#173$987.0万19.6万股$671.9万13.4万股+6.2万股+46.62%加仓
55 North Private Wealth, LLC
1.88%1.23%#7$956.8万19.0万股$481.1万9.6万股+9.4万股+98.73%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#148$912.4万18.1万股$973.7万19.3万股-1.2万股-6.37%减仓
Pine Harbor Wealth Management, LLC
2.32%2.64%#5$868.0万17.2万股$881.3万17.5万股-2,765股-1.58%减仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#125$789.9万15.7万股$843.3万16.8万股-1.1万股-6.41%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#204$662.7万13.2万股$526.5万10.5万股+2.7万股+25.78%加仓
DeLarme Wealth Management, Inc.
3.74%4.05%#3$644.2万12.8万股$628.3万12.5万股+3,059股+2.45%加仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.02%#129$584.7万11.6万股$515.4万10.2万股+1.4万股+13.36%加仓
Merit金融集团Merit Financial Group, LLC
0.04%0.04%#110$573.5万11.4万股$547.8万10.9万股+5,012股+4.61%加仓
Integrated Investment Consultants, LLC
1.09%0.92%#10$572.9万11.4万股$435.0万8.6万股+2.7万股+31.60%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#196$568.8万11.3万股$503.4万10.0万股+1.3万股+12.91%加仓
Ausdal Financial Partners, Inc.
0.22%0.19%#46$551.7万11.0万股$428.9万8.5万股+2.4万股+28.54%加仓
Betterment智能投顾Betterment LLC
0.01%0.01%#152$514.0万10.2万股$571.5万11.4万股-1.1万股-10.13%减仓
DONALDSON 资本管理DONALDSON CAPITAL MANAGEMENT, LLC
0.13%0.13%#64$450.8万8.9万股$402.7万8.0万股+9,483股+11.85%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#200$427.0万8.5万股$253.1万5.0万股+3.4万股+68.56%加仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.2%0.22%#47$412.6万8.2万股$391.8万7.8万股+4,070股+5.23%加仓
NATIXIS ADVISORS, LLC
<0.01%<0.01%#169$411.4万8.2万股$192.2万3.8万股+4.3万股+113.82%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.02%0.03%#124$398.4万7.9万股$510.2万10.1万股-2.2万股-21.97%减仓
Cresta Advisors, Ltd.
1.42%1.62%#9$396.8万7.9万股$396.5万7.9万股00.00%持仓不变
Willis Johnson & Associates, Inc.
0.2%0.21%#49$359.2万7.1万股$366.6万7.3万股-1,537股-2.11%减仓
JACOBSON & SCHMITT ADVISORS, LLC
0.57%0.65%#23$346.5万6.9万股$356.8万7.1万股-2,097股-2.96%减仓
Elmwood Wealth Management, Inc.
0.85%1.23%#14$339.9万6.7万股$443.1万8.8万股-2.1万股-23.36%减仓
Richard P Slaughter Associates Inc
0.6%1.04%#21$304.1万6.0万股$480.5万9.5万股-3.5万股-36.76%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%0.02%#136$287.5万5.7万股$286.4万5.7万股+164股+0.29%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#172$279.2万5.5万股$262.4万5.2万股+3,291股+6.31%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.04%#97$276.9万5.5万股$00股+5.5万股新买入
贝莱德BlackRock, Inc.
<0.01%<0.01%#219$268.8万5.3万股$271.6万5.4万股-614股-1.14%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#211$266.7万5.3万股$2,158.8万42.9万股-37.6万股-87.66%减仓
Horizon Wealth Management, LLC
0.33%0.43%#34$261.7万5.2万股$291.6万5.8万股-5,974股-10.31%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#187$247.0万4.9万股$247.7万4.9万股-180股-0.37%减仓
TITLEIST ASSET MANAGEMENT, LLC
0.16%0.18%#55$244.8万4.9万股$233.6万4.6万股+2,198股+4.74%加仓

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