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iShares Short Maturity Bond ETF

386 hedge funds and large institutions have $2.57B invested in iShares Short Maturity Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 182 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
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

Top Buyers

1 +$50M
2 +$45.8M
3 +$36.6M
4
Morgan Stanley
Morgan Stanley
New York
+$12.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Axxcess Wealth Management
California
$15.7M
WA
27
Waverly Advisors
Alabama
$15.2M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$14.8M
UBP
29
Union Bancaire Privee
Switzerland
$14.5M
SAM
30
Securian Asset Management
Minnesota
$14.4M
OC
31
Oppenheimer & Co
New York
$13.7M
PAG
32
Private Advisor Group
New Jersey
$13.5M
KDA
33
Kraft Davis & Associates
Missouri
$13.1M
WA
34
WBH Advisory
Maryland
$12.7M
PCP
35
Proficio Capital Partners
Massachusetts
$12.6M
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$12.1M
CIA
37
Concurrent Investment Advisors
Florida
$11.9M
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$11.8M
EH
39
Equitable Holdings
New York
$11.7M
SLWA
40
San Luis Wealth Advisors
California
$11.1M
TWM
41
Timmons Wealth Management
Massachusetts
$10.6M
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$10M
SPWG
43
Syntegra Private Wealth Group
Missouri
$9.83M
VNA
44
Valley National Advisers
Pennsylvania
$9.59M
JSA
45
Jacobson & Schmitt Advisors
Wisconsin
$9.44M
KWM
46
Kingsview Wealth Management
Oregon
$9.39M
KAS
47
Kestra Advisory Services
Texas
$9.15M
IFS
48
Ifrah Financial Services
Arkansas
$9.11M
HighTower Advisors
49
HighTower Advisors
Illinois
$8.42M
BIG
50
Brookwood Investment Group
Arizona
$8.35M