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iShares Short Maturity Bond ETF
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Overview Fund Activity

369 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, 120 reducing their positions, and 25 closing their positions.

Holders
369
Holders Change
+10
Holders Change %
+2.79%
% 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
120
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
Stifel Financial
2
Stifel Financial
Missouri
$33.1M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$15.7M
4
Bank of America
4
Bank of America
North Carolina
$179M
5
Wells Fargo
5
Wells Fargo
California
$133M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$126M
2
NMG
2
New Millennium Group
Utah
$58.6K
3
Raymond James Financial
3
Raymond James Financial
Florida
$49.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$17.3M
5
FFP
5
Forbes Financial Planning
Rhode Island
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$7.47M 146,131 +21,574 +17%
PWM
52
Proathlete Wealth Management
Florida
$7.33M 143,482 -6,296 -4%
SHGA
53
Sand Hill Global Advisors
California
$7.23M 141,453 +141,453 New
LBC
54
Lowe Brockenbrough & Co
Virginia
$7.09M 138,677 +25,150 +22%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$7.03M 137,592 +2,369 +2%
BIG
56
Brookwood Investment Group
Arizona
$6.94M 135,857 -75,692 -36%
IA
57
Integrity Alliance
Iowa
$6.91M 135,204 -52,754 -28%
OIA
58
OneDigital Investment Advisors
Kansas
$6.83M 133,752 -23,474 -15%
SCA
59
STALEY CAPITAL ADVISERS
Pennsylvania
$6.24M 122,150 – –
MML Investors Services
60
MML Investors Services
Massachusetts
$5.8M 113,501 -1,682 -1%
FMN
61
Financial Management Network
California
$5.69M 111,953 +27 +0%
GIA
62
Gladstone Institutional Advisory
Florida
$5.61M 109,740 -340 -0.3%
WA
63
Waverly Advisors
Alabama
$5.56M 108,752 +2,943 +3%
JSA
64
Jacobson & Schmitt Advisors
Wisconsin
$5.47M 106,993 +3,379 +3%
RFA
65
Rollins Financial Advisors
New York
$5.37M 105,100 +15,858 +18%
CIC
66
Canal Insurance Company
South Carolina
$5.11M 100,000 – –
EWA
67
Exencial Wealth Advisors
Oklahoma
$5.09M 99,640 -9,182 -8%
SLWA
68
San Luis Wealth Advisors
California
$5.01M 98,109 -16,303 -14%
AIM
69
Astor Investment Management
Illinois
$4.75M 93,013 +37,520 +68%
CWMK
70
Caliber Wealth Management (Kansas)
Kansas
$4.64M 90,742 +224 +0.2%
BFW
71
Brady Family Wealth
Missouri
$4.56M 89,164 +4,950 +6%
VFA
72
Values First Advisors
Tennessee
$4.2M 82,268 -1,084 -1%
VHAM
73
Van Hulzen Asset Management
California
$4.16M 81,436 +1,659 +2%
SCA
74
Sage Capital Advisors
South Dakota
$3.68M 72,020 -509 -0.7%
Citigroup
75
Citigroup
New York
$3.63M 71,086 +6,427 +10%
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