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iShares Short Maturity Bond ETF

388 hedge funds and large institutions have $2.63B invested in iShares Short Maturity Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 184 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$50M
2 +$45.8M
3 +$36.6M
4
NA
NewEdge Advisors
Louisiana
+$22.7M
5
Morgan Stanley
Morgan Stanley
New York
+$12.6M

Top Sellers

1 -$13.4M
2 -$9.32M
3 -$9.06M
4
Goldman Sachs
Goldman Sachs
New York
-$4.05M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
301
JFS Wealth Advisors
Pennsylvania
$279K
TA
302
TrueWealth Advisors
Alabama
$277K
ASN
303
Advisory Services Network
Georgia
$272K
WWM
304
Western Wealth Management
Colorado
$271K
GCWM
305
Guided Capital Wealth Management
Texas
$271K
OAP
306
One Advisory Partners
Kansas
$268K
BA
307
Blueline Advisors
New Hampshire
$263K
MFS
308
Madrona Financial Services
Washington
$261K
FPW
309
Flagship Private Wealth
Massachusetts
$260K
TF
310
Tompkins Financial
New York
$257K
AFG
311
Allegheny Financial Group
Pennsylvania
$257K
MFA
312
Mayflower Financial Advisors
Massachusetts
$256K
AF
313
Allworth Financial
California
$254K
COCM
314
Charter Oak Capital Management
New Hampshire
$252K
WFS
315
WealthGarden F.S.
California
$249K
WSCM
316
Wellington Shields Capital Management
New York
$246K
FAM
317
Flaharty Asset Management
Florida
$245K
LWM
318
LongView Wealth Management
Georgia
$244K
CBU
319
CIBC Bancorp USA
Illinois
$243K
PCMU
320
Paragon Capital Management (Utah)
Utah
$240K
TCIIS
321
TIAA-CREF Individual & Institutional Services
New York
$240K
AFP
322
Ausdal Financial Partners
Iowa
$238K
FVWA
323
Foster Victor Wealth Advisors
South Carolina
$236K
AR
324
Apeiron RIA
Texas
$234K
PAMG
325
Patton Albertson Miller Group
Tennessee
$230K