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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 %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$16.2M -$1.22M -27,831 -7%
ARA
27
Alexander Randolph Advisory
Virginia
$15M -$435K -8,558 -3%
Osaic Holdings
28
Osaic Holdings
Arizona
$13.9M +$3.68M +72,431 +36%
KL
29
KWMG LLC
Kansas
$13.6M -$299K -5,869 -2%
IIC
30
Integrated Investment Consultants
Michigan
$13.1M +$4.19M +82,342 +47%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$12.3M +$83.9K +1,649 +0.7%
AAS
32
Avantax Advisory Services
Texas
$12.2M +$1.95M +38,305 +19%
Stifel Financial
33
Stifel Financial
Missouri
$11.8M +$2.59M +50,827 +28%
MWC
34
MBM Wealth Consultants
Missouri
$11.8M +$765K +15,044 +7%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$10.9M -$246K -4,835 -2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$10.9M +$1.95M +38,295 +22%
BIG
37
Brookwood Investment Group
Arizona
$10.8M +$10.8M +211,549 New
IFS
38
Ifrah Financial Services
Arkansas
$9.89M +$320K +6,284 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
$9.86M -$1.7M -33,440 -15%
IA
40
Integrity Alliance
Iowa
$9.56M +$2.25M +44,301 +31%
KFAA
41
Klaas Financial Asset Advisors
Illinois
$9.15M +$131K +2,582 +1%
PAG
42
Private Advisor Group
New Jersey
$9.05M +$7.4M +145,499 +450%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$9.02M -$2.63M -51,748 -23%
SFA
44
Semmax Financial Advisors
North Carolina
$8.52M +$623K +12,272 +8%
FFP
45
Forbes Financial Planning
Rhode Island
$8.12M -$236K -4,644 -3%
OIA
46
OneDigital Investment Advisors
Kansas
$8M +$352K +6,928 +5%
PWM
47
Proathlete Wealth Management
Florida
$7.62M +$151K +2,962 +2%
WA
48
WBH Advisory
Maryland
$7.59M +$537K +10,550 +8%
VNA
49
Valley National Advisers
Pennsylvania
$7.22M +$1.04M +20,404 +17%
AWM
50
Axxcess Wealth Management
California
$7.19M +$1.03M +20,273 +17%
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