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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 %
WWM
276
Western Wealth Management
Colorado
$267K 5,227 +751 +17%
FWM
277
Fortress Wealth Management
California
$267K 5,217 +17 +0.3%
ACI
278
Alpha Cubed Investments
California
$262K 5,135 -1,137 -18%
MFS
279
Madrona Financial Services
Washington
$262K 5,135 – –
WFS
280
WealthGarden F.S.
California
$262K 5,135 +100 +2%
GKWIM
281
Gerber Kawasaki Wealth & Investment Management
California
$261K 5,109 -155 -3%
MFA
282
Mayflower Financial Advisors
Massachusetts
$258K 5,041 -56 -1%
Northern Trust
283
Northern Trust
Illinois
$256K 5,000 – –
AF
284
Allworth Financial
California
$256K 5,000 +5,000 New
Barclays
285
Barclays
United Kingdom
$254K 4,970 – –
FFA
286
Farther Finance Advisors
California
$253K 4,948 -117 -2%
GAM
287
Gotham Asset Management
New York
$250K 4,889 +868 +22%
SC
288
Scotia Capital
Ontario, Canada
$250K 4,888 – –
PTC
289
Private Trust Company
Ohio
$247K 4,843 -236 -5%
NCM
290
New Capital Management
Texas
$246K 4,816 -1,049 -18%
FAM
291
Flaharty Asset Management
Florida
$246K 4,810 – –
PAS
292
Park Avenue Securities
New York
$245K 4,803 +4,803 New
AR
293
Apeiron RIA
Texas
$241K 4,708 – –
PAMG
294
Patton Albertson Miller Group
Tennessee
$240K 4,703 – –
LCGC
295
Legacy Capital Group California
California
$240K 4,689 -374 -7%
BFA
296
Beacon Financial Advisory
Ohio
$237K 4,636 +4,636 New
DADC
297
D.A. Davidson & Co
Montana
$237K 4,635 -495 -10%
EWA
298
EverSource Wealth Advisors
Alabama
$236K 4,627 +3,117 +206%
FWSM
299
First Wilshire Securities Management
California
$236K 4,614 – –
MFGM
300
Marshall Financial Group (Maryland)
Maryland
$234K 4,603 -219 -5%
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