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iShares Short Maturity Bond ETF

388 hedge funds and large institutions have $2.63B invested in iShares Short Maturity Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 184 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
NA
NewEdge Advisors
Louisiana
+$22.7M
5
Morgan Stanley
Morgan Stanley
New York
+$12.6M

Top Sellers

1 -$13.4M
2 -$9.32M
3 -$9.06M
4
Goldman Sachs
Goldman Sachs
New York
-$4.05M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$8.42M
BIG
52
Brookwood Investment Group
Arizona
$8.35M
OAS
53
Optivise Advisory Services
Tennessee
$8.32M
MWM
54
Maimon Wealth Management
Israel
$8.28M
PWM
55
Proathlete Wealth Management
Florida
$8.12M
OIA
56
OneDigital Investment Advisors
Kansas
$8M
SF
57
Summit Financial
New Jersey
$7.96M
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$7.89M
RFA
59
Rollins Financial Advisors
New York
$7.86M
IA
60
Integrity Alliance
Iowa
$7.7M
P
61
&Partners
Tennessee
$7.61M
OWA
62
OakTrust Wealth Advisors
Connecticut
$7.49M
SWM
63
Selby Wealth Management
California
$7.29M
SHGA
64
Sand Hill Global Advisors
California
$7.18M
BDFN
65
Bond & Devick Financial Network
Minnesota
$7.12M
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$6.98M
LBC
67
Lowe Brockenbrough & Co
Virginia
$6.6M
AF
68
Apollon Financial
South Carolina
$6.51M
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$6.45M
Mariner
70
Mariner
Kansas
$6.44M
EWA
71
Exencial Wealth Advisors
Oklahoma
$6.42M
LFAS
72
Level Four Advisory Services
Texas
$6.34M
Baird Financial Group
73
Baird Financial Group
Wisconsin
$6.25M
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$6.2M
SCA
75
STALEY CAPITAL ADVISERS
Pennsylvania
$6.07M