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iShares Short Maturity Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$15.7M +$15.7M +306,452 New
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$15M -$3.88M -75,899 -20%
PCP
28
Proficio Capital Partners
Massachusetts
$14.1M +$14.1M +275,970 New
KL
29
KWMG LLC
Kansas
$14M +$402K +7,860 +3%
MAG
30
Members Advisory Group
New York
$13.8M -$2.91M -56,927 -17%
AAS
31
Avantax Advisory Services
Texas
$13.4M +$1.16M +22,665 +9%
NA
32
NewEdge Advisors
Louisiana
$12.8M -$4.64M -90,819 -27%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$12.4M +$44.7K +875 +0.4%
MWC
34
MBM Wealth Consultants
Missouri
$12.2M +$410K +8,025 +3%
PAG
35
Private Advisor Group
New Jersey
$11.1M +$2.05M +40,136 +23%
KAS
36
Kestra Advisory Services
Texas
$11.1M +$7.79M +152,423 +238%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$10.9M +$16.1K +316 +0.1%
Osaic Holdings
38
Osaic Holdings
Arizona
$10.3M -$3.49M -68,958 -25%
HighTower Advisors
39
HighTower Advisors
Illinois
$10.2M +$303K +5,924 +3%
IFS
40
Ifrah Financial Services
Arkansas
$9.92M -$14.8K -289 -0.1%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$9.62M -$1.29M -25,416 -12%
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$9.46M +$5.55M +108,608 +142%
KFAA
43
Klaas Financial Asset Advisors
Illinois
$9.4M +$209K +4,081 +2%
WA
44
WBH Advisory
Maryland
$9.31M +$1.68M +32,968 +22%
AWM
45
Axxcess Wealth Management
California
$9.15M +$1.92M +37,582 +27%
SFA
46
Semmax Financial Advisors
North Carolina
$8.83M +$273K +5,348 +3%
Mariner
47
Mariner
Kansas
$8.18M +$2.45M +47,977 +43%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$8.06M -$1,000K -19,564 -11%
VNA
49
Valley National Advisers
Pennsylvania
$7.81M +$552K +10,795 +8%
P
50
&Partners
Tennessee
$7.5M +$4.13M +80,755 +122%