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iShares Short Maturity Bond ETF

389 hedge funds and large institutions have $2.35B invested in iShares Short Maturity Bond ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 171 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
CIA
51
Concurrent Investment Advisors
Florida
$8.66M
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$8.59M
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$8.1M
PWM
54
Proathlete Wealth Management
Florida
$7.99M
RFA
55
Rollins Financial Advisors
New York
$7.8M
SLWA
56
San Luis Wealth Advisors
California
$7.74M
IA
57
Integrity Alliance
Iowa
$7.45M
SHGA
58
Sand Hill Global Advisors
California
$7.23M
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$7.2M
OWAL
60
OakTrust Wealth Advisors, LLC
Connecticut
$7.19M
OIA
61
OneDigital Investment Advisors
Kansas
$7.06M
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$7.06M
LBC
63
Lowe Brockenbrough & Co
Virginia
$6.73M
AF
64
Apollon Financial
South Carolina
$6.73M
Mariner
65
Mariner
Kansas
$6.62M
BIG
66
Brookwood Investment Group
Arizona
$6.52M
LFAS
67
Level Four Advisory Services
Texas
$6.36M
FMN
68
Financial Management Network
California
$6.21M
SCA
69
STALEY CAPITAL ADVISERS
Pennsylvania
$6.14M
BDFN
70
Bond & Devick Financial Network
Minnesota
$6.13M
EWA
71
Exencial Wealth Advisors
Oklahoma
$6.13M
MBT
72
Montecito Bank & Trust
California
$5.84M
SA
73
Sanctuary Advisors
Indiana
$5.76M
AFA
74
Alpha Financial Advisors
North Carolina
$5.71M
GIA
75
Gladstone Institutional Advisory
Florida
$5.68M