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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 %
FHC
276
First Heartland Consultants
Missouri
$263K +$3.21K +63 +1%
MFS
277
Madrona Financial Services
Washington
$261K – – –
DADC
278
D.A. Davidson & Co
Montana
$261K -$34.6K -680 -12%
MFA
279
Mayflower Financial Advisors
Massachusetts
$259K +$45.7K +898 +21%
PTC
280
Private Trust Company
Ohio
$258K – – –
LCGC
281
Legacy Capital Group California
California
$258K +$258K +5,063 New
FFA
282
Farther Finance Advisors
California
$257K – – –
WFS
283
WealthGarden F.S.
California
$256K – – –
SBIA
284
Sheaff Brock Investment Advisors
Indiana
$254K – – –
Northern Trust
285
Northern Trust
Illinois
$254K +$254K +5,000 New
IWC
286
Integrated Wealth Concepts
Massachusetts
$254K -$45K -884 -15%
Barclays
287
Barclays
United Kingdom
$253K – – –
SC
288
Scotia Capital
Ontario, Canada
$249K +$249K +4,888 New
MFGM
289
Marshall Financial Group (Maryland)
Maryland
$245K -$34.8K -684 -12%
FAM
290
Flaharty Asset Management
Florida
$245K – – –
AR
291
Apeiron RIA
Texas
$239K – – –
PAMG
292
Patton Albertson Miller Group
Tennessee
$239K +$239K +4,703 New
FWSM
293
First Wilshire Securities Management
California
$235K -$33.1K -650 -12%
RFWA
294
RPg Family Wealth Advisory
Massachusetts
$228K +$228K +4,482 New
WWM
295
Western Wealth Management
Colorado
$228K +$967 +19 +0.4%
FPW
296
Flagship Private Wealth
Massachusetts
$225K +$225K +4,429 New
WFA
297
WestHill Financial Advisors
California
$222K -$509 -10 -0.2%
FHA
298
Flagship Harbor Advisors
Massachusetts
$209K -$356 -7 -0.2%
SF
299
Synovus Financial
Georgia
$207K +$207K +4,067 New
GAM
300
Gotham Asset Management
New York
$205K – – –
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12
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