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iShares Short Maturity Bond ETF
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Overview Fund Activity

370 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, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+11
Holders Change %
+3.06%
% of All Funds
4.96%
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
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.2M
2
Stifel Financial
Stifel Financial
Missouri
+$21.2M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$15.7M
4
Bank of America
Bank of America
North Carolina
+$14.5M
5
Wells Fargo
Wells Fargo
California
+$14.3M

Top Sellers

1
BI
Bramshill Investments
Florida
-$51.7M
2
NMG
New Millennium Group
Utah
-$23.6M
3
Raymond James Financial
Raymond James Financial
Florida
-$18.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$17.6M
5
FFP
Forbes Financial Planning
Rhode Island
-$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
351
Smartleaf Asset Management
Massachusetts
$7.81K – – –
CSPIA
352
Cary Street Partners Investment Advisory
Virginia
$6.54K – – –
JFA
353
JNBA Financial Advisors
Minnesota
$6.49K +$51 +1 +0.8%
AIM
354
Anchor Investment Management
South Carolina
$6.39K – – –
AssetMark Inc
355
AssetMark Inc
California
$6.34K +$51 +1 +0.8%
EC
356
Elequin Capital
New York
$6.08K +$6.08K +119 New
CWM
357
Consultiva Wealth Management
Puerto Rico
$5.88K +$2.04K +40 +53%
BIG
358
Brooklyn Investment Group
New York
$5.52K +$5.52K +108 New
HFS
359
Hughes Financial Services
Virginia
$5.16K -$1.02K -20 -17%
HFS
360
Hopwood Financial Services
Virginia
$5.11K – – –
NEAM
361
New England Asset Management
Connecticut
$5.11K – – –
AAP
362
Arax Advisory Partners
Colorado
$4.86K +$51 +1 +1%
MAS
363
MPWM Advisory Solutions
Georgia
$4.53K +$51 +1 +1%
CIR
364
Clear Investment Research
Georgia
$4.5K +$51 +1 +1%
WAS
365
Winch Advisory Services
Wisconsin
$3.85K +$51 +1 +1%
NS
366
NBC Securities
Alabama
$2K – – –
GI
367
GAMMA Investing
California
$1.58K – – –
AWM
368
AllSquare Wealth Management
New York
$664 – – –
WSC
369
Wellington Shields & Co
New York
$562 +$562 +11 New
HWM
370
HighMark Wealth Management
Minnesota
$460 +$460 +9 New
Thrivent Financial for Lutherans
371
Thrivent Financial for Lutherans
Minnesota
– -$5.3M -104,632 Closed
CFG
372
Clayton Financial Group
Missouri
– -$4.09M -80,333 Closed
SFG
373
Socha Financial Group
New York
– -$1.53M -30,057 Closed
FMWA
374
Forvis Mazars Wealth Advisors
Missouri
– -$951K -18,689 Closed
BF
375
BOK Financial
Oklahoma
– -$834K -16,387 Closed
12 13 14
15
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