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iShares Short Maturity Bond ETF

368 hedge funds and large institutions have $2.25B invested in iShares Short Maturity Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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 +$31.3M
2 +$25.1M
3 +$19.5M
4
LPL Financial
LPL Financial
California
+$12.2M
5
Morgan Stanley
Morgan Stanley
New York
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
301
Journey Advisory Group
Kentucky
$253K
PTC
302
Private Trust Company
Ohio
$252K
GKWIM
303
Gerber Kawasaki Wealth & Investment Management
California
$252K
WFS
304
WealthGarden F.S.
California
$252K
SC
305
Scotia Capital
Ontario, Canada
$251K
FAM
306
Flaharty Asset Management
Florida
$247K
MFGM
307
Marshall Financial Group (Maryland)
Maryland
$245K
PAMG
308
Patton Albertson Miller Group
Tennessee
$241K
LCGC
309
Legacy Capital Group California
California
$240K
BDFN
310
Bond & Devick Financial Network
Minnesota
$239K
FWSM
311
First Wilshire Securities Management
California
$237K
AR
312
Apeiron RIA
Texas
$236K
WFA
313
WestHill Financial Advisors
California
$230K
NCM
314
New Capital Management
Texas
$228K
Q1WB
315
Quest 10 Wealth Builders
Virginia
$228K
HW
316
Hancock Whitney
Mississippi
$227K
BFA
317
Bragg Financial Advisors
North Carolina
$225K
IWC
318
Integrated Wealth Concepts
Massachusetts
$218K
DADC
319
D.A. Davidson & Co
Montana
$212K
Fidelity Investments
320
Fidelity Investments
Massachusetts
$210K
FHA
321
Flagship Harbor Advisors
Massachusetts
$210K
ISL
322
Ingalls & Snyder LLC
New York
$205K
CA
323
Clearstead Advisors
Ohio
$202K
AUB
324
Atlantic Union Bankshares
Virginia
$196K
CIAS
325
Capital Investment Advisory Services
North Carolina
$163K