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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 %
MFGM
301
Marshall Financial Group (Maryland)
Maryland
$234K 4,603 -219 -5%
BPA
302
Beacon Pointe Advisors
California
$233K 4,569 -2,964 -39%
TSS
303
Two Sigma Securities
New York
$231K 4,529 +4,529 New
FPW
304
Flagship Private Wealth
Massachusetts
$228K 4,461 +32 +0.7%
WFA
305
WestHill Financial Advisors
California
$223K 4,367 – –
FHA
306
Flagship Harbor Advisors
Massachusetts
$211K 4,119 +3 +0.1%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$210K 4,113 -1,971 -32%
AFG
308
Atomi Financial Group
New York
$210K 4,107 +4,107 New
BEI
309
Benjamin Edwards Inc
Missouri
$209K 4,095 -1,236 -23%
ISL
310
Ingalls & Snyder LLC
New York
$204K 4,000 – –
ACA
311
Aptus Capital Advisors
Alabama
$203K 3,978 +3,978 New
CA
312
Clearstead Advisors
Ohio
$202K 3,948 – –
CTFG
313
Capstone Triton Financial Group
Oklahoma
$201K 3,935 +3,935 New
NFSG
314
Newbridge Financial Services Group
Florida
$192K 3,754 +3,754 New
AP
315
Advisors Preferred
Maryland
$186K 3,665 +3,665 New
Fidelity Investments
316
Fidelity Investments
Massachusetts
$184K 3,604 +3,413 +1,787%
EWA
317
EP Wealth Advisors
California
$156K 3,044 -3,639 -54%
BA
318
Bellwether Advisors
Nebraska
$155K 3,036 – –
CA
319
CoreCap Advisors
Michigan
$153K 3,001 +978 +48%
CIAS
320
Capital Investment Advisory Services
North Carolina
$151K 2,958 -56 -2%
GWM
321
Geneos Wealth Management
Colorado
$145K 2,846 -3,616 -56%
SRCM
322
Signature Resources Capital Management
California
$117K 2,287 – –
SWM
323
Spire Wealth Management
Virginia
$98.4K 1,926 +565 +42%
DCM
324
Davidson Capital Management
Texas
$87.1K 1,704 +817 +92%
AF
325
Advisornet Financial
Minnesota
$81.7K 1,599 +162 +11%
11 12
13
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