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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
4.95%
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 %
AWE
226
Avidian Wealth Enterprises
Texas
$422K 8,262 +950 +13%
SG
227
Somerset Group
Minnesota
$417K 8,152 – –
SFS
228
Sowell Financial Services
Arkansas
$411K 8,043 – –
GI
229
GS Investments
Minnesota
$407K 7,965 – –
PWS
230
Physician Wealth Solutions
Nevada
$403K 7,893 – –
JAG
231
Journey Advisory Group
Kentucky
$402K 7,871 +7,871 New
ASN
232
Advisory Services Network
Georgia
$391K 7,653 +7,653 New
BMA
233
Brooks Moore & Associates
Tennessee
$387K 7,575 +7,575 New
HI
234
Harbour Investments
Wisconsin
$384K 7,520 +1,152 +18%
NC
235
North Capital
Utah
$383K 7,498 -45 -0.6%
ES
236
ETF Store
Kansas
$376K 7,358 -1,343 -15%
CPRC
237
Consolidated Portfolio Review Corp
New York
$373K 7,308 +7,308 New
KeyBank National Association
238
KeyBank National Association
Ohio
$363K 7,110 – –
Bank of New York Mellon
239
Bank of New York Mellon
New York
$361K 7,072 -4,012 -36%
USCWA
240
U.S. Capital Wealth Advisors
Texas
$359K 7,029 +1 +0%
UB
241
Umpqua Bank
Oregon
$359K 7,068 +1,783 +34%
NAM
242
NTV Asset Management
West Virginia
$358K 7,000 – –
SFG
243
Stonebridge Financial Group
Pennsylvania
$354K 6,933 -98 -1%
MM
244
Meridian Management
Arkansas
$352K 6,900 – –
OCM
245
Objective Capital Management
Ohio
$348K 6,813 +437 +7%
CIBC World Market
246
CIBC World Market
Ontario, Canada
$348K 6,803 +908 +15%
WIM
247
Waycross Investment Management
Washington
$347K 6,794 – –
PCMU
248
Paragon Capital Management (Utah)
Utah
$346K 6,763 – –
IF
249
Intrua Financial
Texas
$345K 6,752 +306 +5%
KPWS
250
Kestra Private Wealth Services
Texas
$343K 6,709 +277 +4%
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