NEAR icon

iShares Short Maturity Bond ETF

372 hedge funds and large institutions have $2.26B invested in iShares Short Maturity Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 156 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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 +$31.3M
2 +$25.1M
3 +$19.5M
4
LPL Financial
LPL Financial
California
+$12.2M
5
Morgan Stanley
Morgan Stanley
New York
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
76
Van Hulzen Asset Management
California
$4.34M
VFA
77
Values First Advisors
Tennessee
$4.33M
BFW
78
Brady Family Wealth
Missouri
$4.3M
OAS
79
Optivise Advisory Services
Tennessee
$4.13M
CIA
80
Concurrent Investment Advisors
Florida
$4.05M
CSP
81
Cary Street Partners
Virginia
$3.95M
KAS
82
Kestra Advisory Services
Texas
$3.93M
Citigroup
83
Citigroup
New York
$3.89M
SCA
84
Sage Capital Advisors
South Dakota
$3.67M
Truist Financial
85
Truist Financial
North Carolina
$3.63M
SAM
86
Smartleaf Asset Management
Massachusetts
$3.4M
OCM
87
One Capital Management
California
$3.34M
KF
88
KKM Financial
Illinois
$3.33M
SPC
89
Sigma Planning Corp
Michigan
$3.24M
PIA
90
Perennial Investment Advisors
California
$3.22M
BCM
91
Brookstone Capital Management
Illinois
$3.18M
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$3.18M
RIA
93
Realta Investment Advisors
Delaware
$3.12M
SFG
94
Sovereign Financial Group
Connecticut
$3.09M
LA
95
LVW Advisors
New York
$3.03M
PG
96
Patten Group
Tennessee
$3.02M
KFGG
97
Keystone Financial Group (Georgia)
Georgia
$3.01M
RFWA
98
RPg Family Wealth Advisory
Massachusetts
$2.97M
AC
99
AlphaCore Capital
California
$2.96M
SFO
100
Stenger Family Office
Illinois
$2.81M