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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
KL
26
KWMG LLC
Kansas
$14.8M
PCP
27
Proficio Capital Partners
Massachusetts
$14.7M
Osaic Holdings
28
Osaic Holdings
Arizona
$14.4M
MWC
29
MBM Wealth Consultants
Missouri
$14.4M
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$13.6M
Corient Private Wealth
31
Corient Private Wealth
Florida
$13.5M
MAG
32
Members Advisory Group
New York
$12.8M
WA
33
Waverly Advisors
Alabama
$12.5M
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$12.4M
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$12.3M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$12.1M
Renaissance Technologies
37
Renaissance Technologies
New York
$12.1M
WA
38
WBH Advisory
Maryland
$11.5M
PAG
39
Private Advisor Group
New Jersey
$11.1M
HighTower Advisors
40
HighTower Advisors
Illinois
$10.3M
KDA
41
Kraft Davis & Associates
Missouri
$10.2M
IFS
42
Ifrah Financial Services
Arkansas
$10M
AWM
43
Axxcess Wealth Management
California
$9.94M
P
44
&Partners
Tennessee
$9.64M
KFAA
45
Klaas Financial Asset Advisors
Illinois
$9.63M
OC
46
Oppenheimer & Co
New York
$8.8M
JSA
47
Jacobson & Schmitt Advisors
Wisconsin
$8.67M
SPWG
48
Syntegra Private Wealth Group
Missouri
$8.66M
VNA
49
Valley National Advisers
Pennsylvania
$8.38M
GAM
50
Gotham Asset Management
New York
$8.35M