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iShares Short Maturity Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$36.6M
2
NMG
New Millennium Group
Utah
+$23.6M
3
Wells Fargo
Wells Fargo
California
+$19.6M
4
AP
Americana Partners
Texas
+$19.2M
5
DIP
DT Investment Partners
Pennsylvania
+$18.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$7.86M
3
KAS
Kestra Advisory Services
Texas
-$7.4M
4
EP
Essential Planning
New Hampshire
-$6.28M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
351
Arax Advisory Partners
Colorado
$4.78K +$4.78K +94 New
MAS
352
MPWM Advisory Solutions
Georgia
$4.46K +$51 +1 +1%
CIR
353
Clear Investment Research
Georgia
$4.43K -$407 -8 -8%
CWM
354
Consultiva Wealth Management
Puerto Rico
$3.82K +$3.82K +75 New
WAS
355
Winch Advisory Services
Wisconsin
$3.79K – – –
CWC
356
Carolinas Wealth Consulting
North Carolina
$3.71K +$356 +7 +11%
NS
357
NBC Securities
Alabama
$2K +$2K +52 New
PA
358
PSI Advisors
Florida
$1.58K – – –
GI
359
GAMMA Investing
California
$1.58K +$1.58K +31 New
AWM
360
AllSquare Wealth Management
New York
$661 – – –
Corient Private Wealth
361
Corient Private Wealth
Florida
– -$139K -344,302 Closed
EP
362
Essential Planning
New Hampshire
– -$6.28M -123,760 Closed
Susquehanna International Group
363
Susquehanna International Group
Pennsylvania
– -$1.54M -30,420 Closed
SAS
364
Sage Advisory Services
Texas
– -$1.53M -30,265 Closed
NAS
365
NWF Advisory Services
California
– -$526K -10,416 Closed
PFT
366
Providence First Trust
Arizona
– -$412K -8,152 Closed
BFPW
367
BOK Financial Private Wealth
Colorado
– -$366K -7,249 Closed
IAA
368
Independent Advisor Alliance
North Carolina
– -$278K -5,500 Closed
MIH
369
Meitav Investment House
Israel
– -$257K -5,103 Closed
CPIA
370
Cornell Pochily Investment Advisors
New York
– -$235K -4,654 Closed
KPWG
371
KFA Private Wealth Group
Virginia
– -$223K -4,416 Closed
AFG
372
Atomi Financial Group
New York
– -$205K -4,063 Closed
AWAG
373
ARS Wealth Advisors Group
Florida
– -$200K -3,965 Closed
AWM
374
Avior Wealth Management
Nebraska
– -$106K -2,097 Closed
Bessemer Group
375
Bessemer Group
New Jersey
– -$89K -1,767 Closed
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15
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