NEAR icon

iShares Short Maturity Bond ETF

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
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$16.2M
ARA
27
Alexander Randolph Advisory
Virginia
$15M
Osaic Holdings
28
Osaic Holdings
Arizona
$13.9M
KL
29
KWMG LLC
Kansas
$13.6M
IIC
30
Integrated Investment Consultants
Michigan
$13.1M
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$12.3M
AAS
32
Avantax Advisory Services
Texas
$12.2M
Stifel Financial
33
Stifel Financial
Missouri
$11.8M
MWC
34
MBM Wealth Consultants
Missouri
$11.8M
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$10.9M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$10.9M
BIG
37
Brookwood Investment Group
Arizona
$10.8M
IFS
38
Ifrah Financial Services
Arkansas
$9.89M
HighTower Advisors
39
HighTower Advisors
Illinois
$9.86M
IA
40
Integrity Alliance
Iowa
$9.56M
KFAA
41
Klaas Financial Asset Advisors
Illinois
$9.15M
PAG
42
Private Advisor Group
New Jersey
$9.05M
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$9.02M
SFA
44
Semmax Financial Advisors
North Carolina
$8.52M
FFP
45
Forbes Financial Planning
Rhode Island
$8.12M
OIA
46
OneDigital Investment Advisors
Kansas
$8M
PWM
47
Proathlete Wealth Management
Florida
$7.62M
WA
48
WBH Advisory
Maryland
$7.59M
VNA
49
Valley National Advisers
Pennsylvania
$7.22M
AWM
50
Axxcess Wealth Management
California
$7.19M