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iShares Short Maturity Bond ETF

370 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, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+11
Holders Change %
+3.06%
% 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
121
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
51
Oppenheimer & Co
New York
$7.47M +$1.1M +21,574 +17%
PWM
52
Proathlete Wealth Management
Florida
$7.33M -$322K -6,296 -4%
SHGA
53
Sand Hill Global Advisors
California
$7.23M +$7.23M +141,453 New
LBC
54
Lowe Brockenbrough & Co
Virginia
$7.09M +$1.29M +25,150 +22%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$7.03M +$121K +2,369 +2%
BIG
56
Brookwood Investment Group
Arizona
$6.94M -$3.87M -75,692 -36%
IA
57
Integrity Alliance
Iowa
$6.91M -$2.7M -52,754 -28%
OIA
58
OneDigital Investment Advisors
Kansas
$6.83M -$1.2M -23,474 -15%
SCA
59
STALEY CAPITAL ADVISERS
Pennsylvania
$6.24M
MML Investors Services
60
MML Investors Services
Massachusetts
$5.8M -$86K -1,682 -1%
FMN
61
Financial Management Network
California
$5.69M +$1.37K +27 +0%
GIA
62
Gladstone Institutional Advisory
Florida
$5.61M -$17.4K -340 -0.3%
WA
63
Waverly Advisors
Alabama
$5.56M +$150K +2,943 +3%
JSA
64
Jacobson & Schmitt Advisors
Wisconsin
$5.47M +$173K +3,379 +3%
RFA
65
Rollins Financial Advisors
New York
$5.37M +$810K +15,858 +18%
CIC
66
Canal Insurance Company
South Carolina
$5.11M
EWA
67
Exencial Wealth Advisors
Oklahoma
$5.09M -$469K -9,182 -8%
SLWA
68
San Luis Wealth Advisors
California
$5.01M -$833K -16,303 -14%
AIM
69
Astor Investment Management
Illinois
$4.75M +$1.92M +37,520 +68%
CWMK
70
Caliber Wealth Management (Kansas)
Kansas
$4.64M +$11.4K +224 +0.2%
BFW
71
Brady Family Wealth
Missouri
$4.56M +$253K +4,950 +6%
VFA
72
Values First Advisors
Tennessee
$4.2M -$55.4K -1,084 -1%
VHAM
73
Van Hulzen Asset Management
California
$4.16M +$84.8K +1,659 +2%
SCA
74
Sage Capital Advisors
South Dakota
$3.68M -$26K -509 -0.7%
Citigroup
75
Citigroup
New York
$3.63M +$328K +6,427 +10%