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iShares Short Maturity Bond ETF

368 hedge funds and large institutions have $2.25B invested in iShares Short Maturity Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
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
VFA
76
Values First Advisors
Tennessee
$4.33M
BFW
77
Brady Family Wealth
Missouri
$4.3M
OAS
78
Optivise Advisory Services
Tennessee
$4.13M
CIA
79
Concurrent Investment Advisors
Florida
$4.05M
CSP
80
Cary Street Partners
Virginia
$3.95M
KAS
81
Kestra Advisory Services
Texas
$3.93M
Citigroup
82
Citigroup
New York
$3.89M
SCA
83
Sage Capital Advisors
South Dakota
$3.67M
Truist Financial
84
Truist Financial
North Carolina
$3.63M
SAM
85
Smartleaf Asset Management
Massachusetts
$3.4M
OCM
86
One Capital Management
California
$3.34M
KF
87
KKM Financial
Illinois
$3.33M
SPC
88
Sigma Planning Corp
Michigan
$3.24M
PIA
89
Perennial Investment Advisors
California
$3.22M
BCM
90
Brookstone Capital Management
Illinois
$3.18M
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$3.18M
RIA
92
Realta Investment Advisors
Delaware
$3.12M
SFG
93
Sovereign Financial Group
Connecticut
$3.09M
LA
94
LVW Advisors
New York
$3.03M
PG
95
Patten Group
Tennessee
$3.02M
KFGG
96
Keystone Financial Group (Georgia)
Georgia
$3.01M
RFWA
97
RPg Family Wealth Advisory
Massachusetts
$2.97M
AC
98
AlphaCore Capital
California
$2.96M
SFO
99
Stenger Family Office
Illinois
$2.81M
WFAG
100
Wescott Financial Advisory Group
Pennsylvania
$2.81M