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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 %
OCM
251
Objective Capital Management
Ohio
$324K +$113K +2,230 +54%
PCM
252
Parsons Capital Management
Rhode Island
$324K -$16.2K -318 -5%
HI
253
Harbour Investments
Wisconsin
$324K -$25.1K -493 -7%
KA
254
Kovack Advisors
Florida
$323K -$357K -7,024 -53%
ACI
255
Alpha Cubed Investments
California
$319K – – –
WSCM
256
Wellington Shields Capital Management
New York
$315K +$315K +6,184 New
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$313K +$29.5K +580 +10%
COCM
258
Charter Oak Capital Management
New Hampshire
$312K -$11.7K -230 -4%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$309K -$84.5K -1,661 -21%
OAP
260
One Advisory Partners
Kansas
$309K – – –
SP
261
Symmetry Partners
Connecticut
$307K – – –
CIBC World Market
262
CIBC World Market
Ontario, Canada
$300K +$5.34K +105 +2%
NCM
263
New Capital Management
Texas
$298K +$13.7K +269 +5%
IC
264
Inscription Capital
Texas
$293K +$293K +5,800 New
OPS
265
Orion Portfolio Solutions
Nebraska
$292K -$37.1K -729 -11%
BCI
266
Brinker Capital Investments
Pennsylvania
$292K -$37.1K -729 -11%
IA
267
IFG Advisory
Georgia
$284K -$988K -19,421 -78%
GCWM
268
Guided Capital Wealth Management
Texas
$280K – – –
JWA
269
JFS Wealth Advisors
Pennsylvania
$279K – – –
CKAIS
270
Christensen King & Associates Investment Services
Washington
$278K +$964 +19 +0.3%
BEI
271
Benjamin Edwards Inc
Missouri
$271K +$2.19K +43 +0.8%
UB
272
Umpqua Bank
Oregon
$269K -$297K -5,842 -53%
GKWIM
273
Gerber Kawasaki Wealth & Investment Management
California
$268K +$36.5K +718 +16%
Q1WB
274
Quest 10 Wealth Builders
Virginia
$266K -$27.9K -549 -9%
FWM
275
Fortress Wealth Management
California
$265K -$44.7K -878 -14%
9 10
11
12 13