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iShares Short Maturity Bond ETF

388 hedge funds and large institutions have $2.63B invested in iShares Short Maturity Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 184 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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 +$50M
2 +$45.8M
3 +$36.6M
4
NA
NewEdge Advisors
Louisiana
+$22.7M
5
Morgan Stanley
Morgan Stanley
New York
+$12.6M

Top Sellers

1 -$13.4M
2 -$9.32M
3 -$9.06M
4
Goldman Sachs
Goldman Sachs
New York
-$4.05M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
MWC
26
MBM Wealth Consultants
Missouri
$17.2M
KL
27
KWMG LLC
Kansas
$16.1M
AWM
28
Axxcess Wealth Management
California
$15.7M
WA
29
Waverly Advisors
Alabama
$15.2M
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$14.8M
UBP
31
Union Bancaire Privee
Switzerland
$14.5M
SAM
32
Securian Asset Management
Minnesota
$14.4M
OC
33
Oppenheimer & Co
New York
$13.7M
PAG
34
Private Advisor Group
New Jersey
$13.5M
KDA
35
Kraft Davis & Associates
Missouri
$13.1M
WA
36
WBH Advisory
Maryland
$12.7M
PCP
37
Proficio Capital Partners
Massachusetts
$12.6M
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$12.1M
CIA
39
Concurrent Investment Advisors
Florida
$11.9M
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$11.8M
EH
41
Equitable Holdings
New York
$11.7M
SLWA
42
San Luis Wealth Advisors
California
$11.1M
TWM
43
Timmons Wealth Management
Massachusetts
$10.6M
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10M
SPWG
45
Syntegra Private Wealth Group
Missouri
$9.83M
VNA
46
Valley National Advisers
Pennsylvania
$9.59M
JSA
47
Jacobson & Schmitt Advisors
Wisconsin
$9.44M
KWM
48
Kingsview Wealth Management
Oregon
$9.39M
KAS
49
Kestra Advisory Services
Texas
$9.15M
IFS
50
Ifrah Financial Services
Arkansas
$9.11M