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iShares Short Maturity Bond ETF
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Overview Fund Activity

359 hedge funds and large institutions have $2.04B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+13
Holders Change %
+3.76%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
47
Increased
134
Reduced
112
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$36.6M
2
NMG
New Millennium Group
Utah
+$23.6M
3
Wells Fargo
Wells Fargo
California
+$19.6M
4
AP
Americana Partners
Texas
+$19.2M
5
DIP
DT Investment Partners
Pennsylvania
+$18.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$7.86M
3
KAS
Kestra Advisory Services
Texas
-$7.4M
4
EP
Essential Planning
New Hampshire
-$6.28M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
226
Beacon Pointe Advisors
California
$383K +$164K +3,229 +75%
GAG
227
GM Advisory Group
New York
$382K +$382K +7,507 New
LIA
228
Luken Investment Analytics
Tennessee
$374K +$166K +3,258 +80%
AWE
229
Avidian Wealth Enterprises
Texas
$372K +$28.2K +555 +8%
JWCA
230
J.W. Cole Advisors
Florida
$366K +$57.6K +1,132 +19%
KeyBank National Association
231
KeyBank National Association
Ohio
$362K -$81.4K -1,600 -18%
SFG
232
Stonebridge Financial Group
Pennsylvania
$358K -$57.1K -1,123 -14%
USCWA
233
U.S. Capital Wealth Advisors
Texas
$357K +$51 +1 +0%
NAM
234
NTV Asset Management
West Virginia
$356K – – –
WCM
235
Windsor Capital Management
Arizona
$352K -$21.5K -423 -6%
MM
236
Meridian Management
Arkansas
$351K – – –
SFG
237
Shum Financial Group
California
$351K +$35.7K +701 +11%
PCS
238
Private Client Services
Kentucky
$349K +$26K +511 +8%
VW
239
Vance Wealth
California
$347K +$106K +2,075 +44%
WIM
240
Waycross Investment Management
Washington
$346K -$25.5K -501 -7%
PFM
241
Phillips Financial Management
Indiana
$345K +$153 +3 +0%
PCMU
242
Paragon Capital Management (Utah)
Utah
$344K -$4.58K -90 -1%
SSC
243
Syverson Strege & Co
Iowa
$343K -$1.71M -33,576 -83%
EWA
244
EP Wealth Advisors
California
$340K -$103K -2,020 -23%
LFG
245
Larson Financial Group
Missouri
$334K -$5.24K -103 -2%
NF
246
Nikulski Financial
Iowa
$332K +$56.7K +1,115 +21%
WI
247
WBI Investments
New Jersey
$330K +$330K +6,495 New
GWM
248
Geneos Wealth Management
Colorado
$329K +$310K +6,103 +1,700%
IF
249
Intrua Financial
Texas
$328K -$31.8K -625 -9%
KPWS
250
Kestra Private Wealth Services
Texas
$327K +$327K +6,432 New
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