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iShares Short Maturity Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TA
301
TrueWealth Advisors
Alabama
$203K
ISL
302
Ingalls & Snyder LLC
New York
$203K
CA
303
Clearstead Advisors
Ohio
$201K
BA
304
Bellwether Advisors
Nebraska
$154K
CIAS
305
Capital Investment Advisory Services
North Carolina
$153K
SRCM
306
Signature Resources Capital Management
California
$116K
PS
307
Principal Securities
Iowa
$115K
CA
308
CoreCap Advisors
Michigan
$103K +$102K +2,008 +13,387%
GJIA
309
Glass Jacobson Investment Advisors
Maryland
$87.8K
EWA
310
EverSource Wealth Advisors
Alabama
$76.8K +$76.6K +1,505 +30,100%
VWWMG
311
Vermillion & White Wealth Management Group
Pennsylvania
$73.5K +$153 +3 +0.2%
AF
312
Advisornet Financial
Minnesota
$73.1K -$15.3K -300 -17%
SWM
313
Spire Wealth Management
Virginia
$69.2K +$51 +1 +0.1%
PWA
314
Physician Wealth Advisors
Utah
$68.1K -$35.5K -699 -34%
GEA
315
Glen Eagle Advisors
New Jersey
$56.7K
TFGT
316
TS Financial Group (TSFG)
Illinois
$51K -$6.86K -134 -12%
IHWM
317
Iron Horse Wealth Management
Iowa
$48.6K -$763 -15 -2%
ITIM
318
Indiana Trust & Investment Management
Indiana
$47.5K
DCM
319
Davidson Capital Management
Texas
$45.1K -$317K -6,239 -88%
BCWM
320
Bartlett & Co Wealth Management
Ohio
$44.8K
AWM
321
AE Wealth Management
Kansas
$41K -$2.7K -53 -6%
LFA
322
LGT Financial Advisors
Texas
$38K
PPWM
323
PFG Private Wealth Management
Florida
$35.6K
HC
324
Hurley Capital
New York
$33.6K +$102 +2 +0.3%
HC
325
Hoese & Co
Minnesota
$30.5K