NEAR icon

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 %
FFA
276
Founders Financial Alliance
North Carolina
$278K +$253K +4,944 +1,005%
WWM
277
Western Wealth Management
Colorado
$267K +$38.4K +751 +17%
FWM
278
Fortress Wealth Management
California
$267K +$869 +17 +0.3%
ACI
279
Alpha Cubed Investments
California
$262K -$58.1K -1,137 -18%
MFS
280
Madrona Financial Services
Washington
$262K
WFS
281
WealthGarden F.S.
California
$262K +$5.11K +100 +2%
GKWIM
282
Gerber Kawasaki Wealth & Investment Management
California
$261K -$7.92K -155 -3%
MFA
283
Mayflower Financial Advisors
Massachusetts
$258K -$2.86K -56 -1%
Northern Trust
284
Northern Trust
Illinois
$256K
AF
285
Allworth Financial
California
$256K +$256K +5,000 New
Barclays
286
Barclays
United Kingdom
$254K
FFA
287
Farther Finance Advisors
California
$253K -$5.98K -117 -2%
GAM
288
Gotham Asset Management
New York
$250K +$44.4K +868 +22%
SC
289
Scotia Capital
Ontario, Canada
$250K
PTC
290
Private Trust Company
Ohio
$247K -$12.1K -236 -5%
NCM
291
New Capital Management
Texas
$246K -$53.6K -1,049 -18%
FAM
292
Flaharty Asset Management
Florida
$246K
PAS
293
Park Avenue Securities
New York
$245K +$245K +4,803 New
AR
294
Apeiron RIA
Texas
$241K
PAMG
295
Patton Albertson Miller Group
Tennessee
$240K
LCGC
296
Legacy Capital Group California
California
$240K -$19.1K -374 -7%
BFA
297
Beacon Financial Advisory
Ohio
$237K +$237K +4,636 New
DADC
298
D.A. Davidson & Co
Montana
$237K -$25.3K -495 -10%
EWA
299
EverSource Wealth Advisors
Alabama
$236K +$159K +3,117 +206%
FWSM
300
First Wilshire Securities Management
California
$236K