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iShares Short Maturity Bond ETF
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Overview Fund Activity

369 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, 120 reducing their positions, and 25 closing their positions.

Holders
369
Holders Change
+10
Holders Change %
+2.79%
% 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
120
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
Stifel Financial
2
Stifel Financial
Missouri
$33.1M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$15.7M
4
Bank of America
4
Bank of America
North Carolina
$179M
5
Wells Fargo
5
Wells Fargo
California
$133M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$126M
2
NMG
2
New Millennium Group
Utah
$58.6K
3
Raymond James Financial
3
Raymond James Financial
Florida
$49.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$17.3M
5
FFP
5
Forbes Financial Planning
Rhode Island
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$3.58M 70,002 +46,067 +192%
CSP
77
Cary Street Partners
Virginia
$3.55M 69,518 -1,410 -2%
AWS
78
Atria Wealth Solutions
New York
$3.47M 68,050 +59,035 +655%
KF
79
KKM Financial
Illinois
$3.29M 64,427 +1,598 +3%
KWM
80
Kingsview Wealth Management
Oregon
$3.12M 61,149 +26,587 +77%
RCWM
81
Red Crane Wealth Management
California
$3.12M 61,015 -42,002 -41%
SFG
82
Sovereign Financial Group
Connecticut
$3.12M 60,961 -3,975 -6%
SPC
83
Sigma Planning Corp
Michigan
$3.1M 60,582 -5,326 -8%
PIA
84
Perennial Investment Advisors
California
$3.08M 60,330 +990 +2%
PG
85
Patten Group
Tennessee
$3.08M 60,216 +5,290 +10%
RFWA
86
RPg Family Wealth Advisory
Massachusetts
$3.07M 60,133 +55,651 +1,242%
GM
87
GeoWealth Management
Illinois
$2.98M 58,249 -2,094 -3%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$2.95M 57,766 +3,728 +7%
AI
89
Atria Investments
North Carolina
$2.89M 56,468 +17,769 +46%
KFGG
90
Keystone Financial Group (Georgia)
Georgia
$2.86M 56,148 +23,930 +74%
Truist Financial
91
Truist Financial
North Carolina
$2.83M 55,367 +26,476 +92%
LA
92
LVW Advisors
New York
$2.81M 54,935 +1,026 +2%
AC
93
AlphaCore Capital
California
$2.81M 54,905 +8,973 +20%
BAM
94
Belpointe Asset Management
Nevada
$2.8M 54,845 -1,587 -3%
BCM
95
Brookstone Capital Management
Illinois
$2.74M 53,539 -1,022 -2%
GWMR
96
GC Wealth Management RIA
Massachusetts
$2.69M 52,550 -5,658 -10%
GWAM
97
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.67M 52,312 -9,380 -15%
WFAG
98
Wescott Financial Advisory Group
Pennsylvania
$2.61M 51,072 +2,588 +5%
RIA
99
Realta Investment Advisors
Delaware
$2.53M 49,491 +7,171 +17%
SFO
100
Stenger Family Office
Illinois
$2.48M 50,393 +50,393 New
2 3
4
5 6