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iShares Short Maturity Bond ETF
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Overview Fund Activity

359 hedge funds and large institutions have $2.04B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+13
Holders Change %
+3.76%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
47
Increased
134
Reduced
112
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$36.6M
2
NMG
New Millennium Group
Utah
+$23.6M
3
Wells Fargo
Wells Fargo
California
+$19.6M
4
AP
Americana Partners
Texas
+$19.2M
5
DIP
DT Investment Partners
Pennsylvania
+$18.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$7.86M
3
KAS
Kestra Advisory Services
Texas
-$7.4M
4
EP
Essential Planning
New Hampshire
-$6.28M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$6.88M +$827K +16,257 +14%
AWM
52
Apex Wealth Management
New Hampshire
$6.65M +$1.9M +37,252 +40%
OC
53
Oppenheimer & Co
New York
$6.34M +$1.23M +24,176 +24%
SCA
54
STALEY CAPITAL ADVISERS
Pennsylvania
$6.21M – – –
MBT
55
Montecito Bank & Trust
California
$6.17M +$297K +5,847 +5%
MML Investors Services
56
MML Investors Services
Massachusetts
$5.86M -$1.97M -38,672 -25%
SLWA
57
San Luis Wealth Advisors
California
$5.82M +$1.38M +27,112 +31%
LBC
58
Lowe Brockenbrough & Co
Virginia
$5.78M -$371K -7,300 -6%
Mariner
59
Mariner
Kansas
$5.7M +$3.11M +61,039 +120%
FMN
60
Financial Management Network
California
$5.66M -$164K -3,239 -3%
GIA
61
Gladstone Institutional Advisory
Florida
$5.6M -$5.85K -115 -0.1%
EWA
62
Exencial Wealth Advisors
Oklahoma
$5.54M -$399K -7,852 -7%
WA
63
Waverly Advisors
Alabama
$5.38M -$70.4K -1,384 -1%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$5.3M – – –
JSA
65
Jacobson & Schmitt Advisors
Wisconsin
$5.27M +$226K +4,433 +4%
RCWM
66
Red Crane Wealth Management
California
$5.24M -$419K -8,244 -7%
CIC
67
Canal Insurance Company
South Carolina
$5.09M +$1.12M +22,000 +28%
CWMK
68
Caliber Wealth Management (Kansas)
Kansas
$4.6M +$4.6M +90,518 New
RFA
69
Rollins Financial Advisors
New York
$4.54M +$487K +9,572 +12%
BFW
70
Brady Family Wealth
Missouri
$4.28M +$83K +1,631 +2%
VFA
71
Values First Advisors
Tennessee
$4.24M +$2.65K +52 +0.1%
CFG
72
Clayton Financial Group
Missouri
$4.09M +$229K +4,492 +6%
VHAM
73
Van Hulzen Asset Management
California
$4.06M +$263K +5,172 +7%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$3.89M +$3.89M +76,449 New
SCA
75
Sage Capital Advisors
South Dakota
$3.69M -$1.78K -35 -0%
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