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iShares Short Maturity Bond ETF

368 hedge funds and large institutions have $2.25B invested in iShares Short Maturity Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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 +$31.3M
2 +$25.1M
3 +$19.5M
4
LPL Financial
LPL Financial
California
+$12.2M
5
Morgan Stanley
Morgan Stanley
New York
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$7.9M
PWM
52
Proathlete Wealth Management
Florida
$7.78M
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$7.67M
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$7.65M
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$7.54M
KWM
56
Kingsview Wealth Management
Oregon
$7.54M
IA
57
Integrity Alliance
Iowa
$7.46M
OIA
58
OneDigital Investment Advisors
Kansas
$7.33M
Mariner
59
Mariner
Kansas
$7.28M
SHGA
60
Sand Hill Global Advisors
California
$7.26M
LBC
61
Lowe Brockenbrough & Co
Virginia
$7.25M
BIG
62
Brookwood Investment Group
Arizona
$6.66M
AF
63
Apollon Financial
South Carolina
$6.46M
FMN
64
Financial Management Network
California
$6.37M
SLWA
65
San Luis Wealth Advisors
California
$6.2M
SCA
66
STALEY CAPITAL ADVISERS
Pennsylvania
$6.17M
MBT
67
Montecito Bank & Trust
California
$5.91M
GIA
68
Gladstone Institutional Advisory
Florida
$5.79M
RFA
69
Rollins Financial Advisors
New York
$5.79M
AFA
70
Alpha Financial Advisors
North Carolina
$5.45M
EWA
71
Exencial Wealth Advisors
Oklahoma
$5.39M
CIC
72
Canal Insurance Company
South Carolina
$5.13M
MML Investors Services
73
MML Investors Services
Massachusetts
$4.63M
CWMK
74
Caliber Wealth Management (Kansas)
Kansas
$4.6M
VHAM
75
Van Hulzen Asset Management
California
$4.34M