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iShares Short Maturity Bond ETF

386 hedge funds and large institutions have $2.57B invested in iShares Short Maturity Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 182 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
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

Top Buyers

1 +$50M
2 +$45.8M
3 +$36.6M
4
Morgan Stanley
Morgan Stanley
New York
+$12.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OAS
51
Optivise Advisory Services
Tennessee
$8.32M
MWM
52
Maimon Wealth Management
Israel
$8.28M
PWM
53
Proathlete Wealth Management
Florida
$8.12M
OIA
54
OneDigital Investment Advisors
Kansas
$8M
SF
55
Summit Financial
New Jersey
$7.96M
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$7.89M
RFA
57
Rollins Financial Advisors
New York
$7.86M
IA
58
Integrity Alliance
Iowa
$7.7M
P
59
&Partners
Tennessee
$7.61M
OWA
60
OakTrust Wealth Advisors
Connecticut
$7.49M
SWM
61
Selby Wealth Management
California
$7.29M
SHGA
62
Sand Hill Global Advisors
California
$7.18M
BDFN
63
Bond & Devick Financial Network
Minnesota
$7.12M
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$6.98M
LBC
65
Lowe Brockenbrough & Co
Virginia
$6.6M
AF
66
Apollon Financial
South Carolina
$6.51M
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$6.45M
Mariner
68
Mariner
Kansas
$6.44M
EWA
69
Exencial Wealth Advisors
Oklahoma
$6.42M
LFAS
70
Level Four Advisory Services
Texas
$6.34M
Baird Financial Group
71
Baird Financial Group
Wisconsin
$6.25M
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$6.2M
SCA
73
STALEY CAPITAL ADVISERS
Pennsylvania
$6.07M
AFA
74
Alpha Financial Advisors
North Carolina
$5.87M
SA
75
Sanctuary Advisors
Indiana
$5.83M