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iShares Short Maturity Bond ETF

372 hedge funds and large institutions have $2.1B 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, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
226
Oxinas Partners Wealth Management
Indiana
$438K
BWCS
227
Beirne Wealth Consulting Services
Connecticut
$422K
AWE
228
Avidian Wealth Enterprises
Texas
$422K
SG
229
Somerset Group
Minnesota
$417K
SFS
230
Sowell Financial Services
Arkansas
$411K
GI
231
GS Investments
Minnesota
$407K
PWS
232
Physician Wealth Solutions
Nevada
$403K
JAG
233
Journey Advisory Group
Kentucky
$402K
ASN
234
Advisory Services Network
Georgia
$391K
BMA
235
Brooks Moore & Associates
Tennessee
$387K
HI
236
Harbour Investments
Wisconsin
$384K
NC
237
North Capital
Utah
$383K
ES
238
ETF Store
Kansas
$376K
CPRC
239
Consolidated Portfolio Review Corp
New York
$373K
KeyBank National Association
240
KeyBank National Association
Ohio
$363K
Bank of New York Mellon
241
Bank of New York Mellon
New York
$361K
USCWA
242
U.S. Capital Wealth Advisors
Texas
$359K
UB
243
Umpqua Bank
Oregon
$359K
NAM
244
NTV Asset Management
West Virginia
$358K
SFG
245
Stonebridge Financial Group
Pennsylvania
$354K
MM
246
Meridian Management
Arkansas
$352K
OCM
247
Objective Capital Management
Ohio
$348K
CIBC World Market
248
CIBC World Market
Ontario, Canada
$348K
WIM
249
Waycross Investment Management
Washington
$347K
PCMU
250
Paragon Capital Management (Utah)
Utah
$346K