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iShares Short Maturity Bond ETF
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Overview Fund Activity

369 hedge funds and large institutions have $2.09B invested in iShares Short Maturity Bond ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 120 reducing their positions, and 25 closing their positions.

Holders
369
Holders Change
+10
Holders Change %
+2.79%
% of All Funds
4.96%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
41
Increased
148
Reduced
120
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
Stifel Financial
2
Stifel Financial
Missouri
$33.1M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$15.7M
4
Bank of America
4
Bank of America
North Carolina
$179M
5
Wells Fargo
5
Wells Fargo
California
$133M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$126M
2
NMG
2
New Millennium Group
Utah
$58.6K
3
Raymond James Financial
3
Raymond James Financial
Florida
$49.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$17.3M
5
FFP
5
Forbes Financial Planning
Rhode Island
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$179M 3,503,322 +284,084 +9%
Morgan Stanley
2
Morgan Stanley
New York
$162M 3,161,171 +492,412 +18%
Wells Fargo
3
Wells Fargo
California
$133M 2,609,179 +280,288 +12%
CCA
4
Clearwater Capital Advisors
Illinois
$133M 2,607,464 -6,336 -0.2%
LPL Financial
5
LPL Financial
California
$131M 2,562,461 +170,353 +7%
BI
6
Bramshill Investments
Florida
$126M 2,472,338 -1,011,348 -29%
UBS Group
7
UBS Group
Switzerland
$59.4M 1,161,807 +28,126 +2%
BlackRock
8
BlackRock
New York
$51.5M 1,007,793 +162,688 +19%
Raymond James Financial
9
Raymond James Financial
Florida
$49.9M 977,075 -364,078 -27%
Ameriprise
10
Ameriprise
Minnesota
$46.9M 918,189 +167,210 +22%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$41.6M 814,067 +109,514 +16%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$37.7M 737,364 +174,240 +31%
SF
13
Summit Financial
New Jersey
$36.3M 709,707 -8,804 -1%
Stifel Financial
14
Stifel Financial
Missouri
$33.1M 648,156 +415,587 +179%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$31.1M 608,347 -11,152 -2%
DCM
16
Donaldson Capital Management
Indiana
$25.8M 504,799 -68,161 -12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$24.5M 480,164 -87,485 -15%
AP
18
Americana Partners
Texas
$20M 390,609 +13,057 +3%
ARA
19
Alexander Randolph Advisory
Virginia
$18.6M 364,871 +70,118 +24%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$18.5M 361,196 +9,161 +3%
DIP
21
DT Investment Partners
Pennsylvania
$17.7M 347,014 -11,358 -3%
Renaissance Technologies
22
Renaissance Technologies
New York
$17.3M 339,293 -343,507 -50%
UBP
23
Union Bancaire Privee
Switzerland
$17.3M 338,573 +12,996 +4%
SAM
24
Securian Asset Management
Minnesota
$16.3M 318,620 – –
IIC
25
Integrated Investment Consultants
Michigan
$16.2M 317,803 +60,556 +24%
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