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iShares Short Maturity Bond ETF

370 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, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+11
Holders Change %
+3.06%
% 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
121
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWCS
226
Beirne Wealth Consulting Services
Connecticut
$422K +$23K +450 +6%
AWE
227
Avidian Wealth Enterprises
Texas
$422K +$48.5K +950 +13%
SG
228
Somerset Group
Minnesota
$417K
SFS
229
Sowell Financial Services
Arkansas
$411K
GI
230
GS Investments
Minnesota
$407K
PWS
231
Physician Wealth Solutions
Nevada
$403K
JAG
232
Journey Advisory Group
Kentucky
$402K +$402K +7,871 New
ASN
233
Advisory Services Network
Georgia
$391K +$391K +7,653 New
BMA
234
Brooks Moore & Associates
Tennessee
$387K +$387K +7,575 New
HI
235
Harbour Investments
Wisconsin
$384K +$58.9K +1,152 +18%
NC
236
North Capital
Utah
$383K -$2.3K -45 -0.6%
ES
237
ETF Store
Kansas
$376K -$68.6K -1,343 -15%
CPRC
238
Consolidated Portfolio Review Corp
New York
$373K +$373K +7,308 New
KeyBank National Association
239
KeyBank National Association
Ohio
$363K
Bank of New York Mellon
240
Bank of New York Mellon
New York
$361K -$205K -4,012 -36%
USCWA
241
U.S. Capital Wealth Advisors
Texas
$359K +$51 +1 +0%
UB
242
Umpqua Bank
Oregon
$359K +$90.6K +1,783 +34%
NAM
243
NTV Asset Management
West Virginia
$358K
SFG
244
Stonebridge Financial Group
Pennsylvania
$354K -$5.01K -98 -1%
MM
245
Meridian Management
Arkansas
$352K
OCM
246
Objective Capital Management
Ohio
$348K +$22.3K +437 +7%
CIBC World Market
247
CIBC World Market
Ontario, Canada
$348K +$46.4K +908 +15%
WIM
248
Waycross Investment Management
Washington
$347K
PCMU
249
Paragon Capital Management (Utah)
Utah
$346K
IF
250
Intrua Financial
Texas
$345K +$15.6K +306 +5%