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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
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$7.47M
PWM
52
Proathlete Wealth Management
Florida
$7.33M
SHGA
53
Sand Hill Global Advisors
California
$7.23M
LBC
54
Lowe Brockenbrough & Co
Virginia
$7.09M
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$7.03M
BIG
56
Brookwood Investment Group
Arizona
$6.94M
IA
57
Integrity Alliance
Iowa
$6.91M
OIA
58
OneDigital Investment Advisors
Kansas
$6.83M
SCA
59
STALEY CAPITAL ADVISERS
Pennsylvania
$6.24M
MML Investors Services
60
MML Investors Services
Massachusetts
$5.8M
FMN
61
Financial Management Network
California
$5.69M
GIA
62
Gladstone Institutional Advisory
Florida
$5.61M
WA
63
Waverly Advisors
Alabama
$5.56M
JSA
64
Jacobson & Schmitt Advisors
Wisconsin
$5.47M
RFA
65
Rollins Financial Advisors
New York
$5.37M
CIC
66
Canal Insurance Company
South Carolina
$5.11M
EWA
67
Exencial Wealth Advisors
Oklahoma
$5.09M
SLWA
68
San Luis Wealth Advisors
California
$5.01M
AIM
69
Astor Investment Management
Illinois
$4.75M
CWMK
70
Caliber Wealth Management (Kansas)
Kansas
$4.64M
BFW
71
Brady Family Wealth
Missouri
$4.56M
VFA
72
Values First Advisors
Tennessee
$4.2M
VHAM
73
Van Hulzen Asset Management
California
$4.16M
SCA
74
Sage Capital Advisors
South Dakota
$3.68M
Citigroup
75
Citigroup
New York
$3.63M