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iShares Short Maturity Bond ETF

388 hedge funds and large institutions have $2.63B invested in iShares Short Maturity Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 184 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
NA
NewEdge Advisors
Louisiana
+$22.7M
5
Morgan Stanley
Morgan Stanley
New York
+$12.6M

Top Sellers

1 -$13.4M
2 -$9.32M
3 -$9.06M
4
Goldman Sachs
Goldman Sachs
New York
-$4.05M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
76
Alpha Financial Advisors
North Carolina
$5.87M
SA
77
Sanctuary Advisors
Indiana
$5.83M
FMN
78
Financial Management Network
California
$5.77M
MML Investors Services
79
MML Investors Services
Massachusetts
$5.74M
MBT
80
Montecito Bank & Trust
California
$5.67M
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$5.49M
GIA
82
Gladstone Institutional Advisory
Florida
$5.4M
MFP
83
Meramec Financial Planners
Missouri
$5.07M
VHAM
84
Van Hulzen Asset Management
California
$4.88M
Truist Financial
85
Truist Financial
North Carolina
$4.74M
VIPI
86
Vista Investment Partners II
Indiana
$4.67M
VFA
87
Values First Advisors
Tennessee
$4.66M
CWMK
88
Caliber Wealth Management (Kansas)
Kansas
$4.63M
KA
89
Kure Advisory
Minnesota
$4.56M
WWM
90
WJ Wealth Management
Arizona
$4.37M
BFW
91
Brady Family Wealth
Missouri
$4.24M
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$4.14M
SPC
93
Sigma Planning Corp
Michigan
$4.07M
CSP
94
Cary Street Partners
Virginia
$4.01M
AC
95
AlphaCore Capital
California
$3.95M
WFAG
96
Wescott Financial Advisory Group
Pennsylvania
$3.72M
Citigroup
97
Citigroup
New York
$3.71M
OCM
98
One Capital Management
California
$3.66M
FCFC
99
First Citizens Financial Corp
Iowa
$3.65M
LA
100
LVW Advisors
New York
$3.62M