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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 %
LGWM
376
Litman Gregory Wealth Management
California
– -$591K -11,614 Closed
HF
377
HRT Financial
New York
– -$577K -11,361 Closed
SG
378
Stanich Group
New York
– -$548K -10,781 Closed
SPAS
379
Spectrum Planning & Advisory Services
California
– -$531K -10,441 Closed
PWMAG
380
Pinnacle Wealth Management Advisory Group
New Jersey
– -$478K -9,389 Closed
SI
381
Stephens Inc
Arkansas
– -$449K -8,835 Closed
GAG
382
GM Advisory Group
New York
– -$382K -7,507 Closed
PFM
383
Phillips Financial Management
Indiana
– -$345K -6,773 Closed
IC
384
Inscription Capital
Texas
– -$293K -5,800 Closed
BCI
385
Brinker Capital Investments
Pennsylvania
– -$292K -5,733 Closed
GJIA
386
Glass Jacobson Investment Advisors
Maryland
– -$87.8K -1,738 Closed
PPWM
387
PFG Private Wealth Management
Florida
– -$35.6K -700 Closed
HC
388
Hoese & Co
Minnesota
– -$30.5K -600 Closed
CRFG
389
Columbia River Financial Group
Washington
– -$25K -508 Closed
Jones Financial Companies
390
Jones Financial Companies
Missouri
– -$25.2K -495 Closed
FHA
391
First Horizon Advisors
Tennessee
– -$11.5K -227 Closed
GFPC
392
Global Financial Private Client
Florida
– -$10.2K -200 Closed
EB
393
Eastern Bank
Massachusetts
– -$6.21K -122 Closed
CWC
394
Carolinas Wealth Consulting
North Carolina
– -$3.71K -73 Closed
PA
395
PSI Advisors
Florida
– -$1.58K -31 Closed
HIIFS
396
Harel Insurance Investments & Financial Services
Israel
– -$6K – –
12 13 14 15
16