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iShares Short Maturity Bond ETF
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Overview Fund Activity

359 hedge funds and large institutions have $2.04B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+13
Holders Change %
+3.76%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
47
Increased
134
Reduced
112
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$36.6M
2
NMG
New Millennium Group
Utah
+$23.6M
3
Wells Fargo
Wells Fargo
California
+$19.6M
4
AP
Americana Partners
Texas
+$19.2M
5
DIP
DT Investment Partners
Pennsylvania
+$18.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$7.86M
3
KAS
Kestra Advisory Services
Texas
-$7.4M
4
EP
Essential Planning
New Hampshire
-$6.28M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSP
76
Cary Street Partners
Virginia
$3.61M +$1.94M +38,168 +117%
P
77
&Partners
Tennessee
$3.37M +$2.69M +52,626 +395%
SPC
78
Sigma Planning Corp
Michigan
$3.35M +$90K +1,770 +3%
SFG
79
Sovereign Financial Group
Connecticut
$3.3M +$239K +4,697 +8%
Citigroup
80
Citigroup
New York
$3.29M +$129K +2,540 +4%
KAS
81
Kestra Advisory Services
Texas
$3.25M -$7.4M -145,466 -69%
KF
82
KKM Financial
Illinois
$3.19M +$270K +5,313 +9%
GWAM
83
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.14M +$2.54K +50 +0.1%
GM
84
GeoWealth Management
Illinois
$3.07M +$47K +923 +2%
PIA
85
Perennial Investment Advisors
California
$3.02M +$3.02M +59,340 New
GWMR
86
GC Wealth Management RIA
Massachusetts
$2.96M -$23.7K -466 -0.8%
BAM
87
Belpointe Asset Management
Nevada
$2.87M -$105K -2,067 -4%
AIM
88
Astor Investment Management
Illinois
$2.82M +$1.83M +35,919 +184%
PG
89
Patten Group
Tennessee
$2.79M +$206K +4,041 +8%
Pathstone Holdings
90
Pathstone Holdings
New Jersey
$2.79M -$479K -9,408 -15%
BCM
91
Brookstone Capital Management
Illinois
$2.78M -$343K -6,745 -11%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$2.75M -$70.6K -1,388 -3%
LA
93
LVW Advisors
New York
$2.74M +$170K +3,342 +7%
Betterment LLC
94
Betterment LLC
New York
$2.69M -$37.8K -743 -1%
AWS
95
Arkfeld Wealth Strategies
Nebraska
$2.6M -$82.4K -1,628 -3%
FAIM
96
Financial Advocates Investment Management
Washington
$2.54M -$87.2K -1,715 -3%
MA
97
Mutual Advisors
Nebraska
$2.53M -$1.25M -24,474 -33%
WFAG
98
Wescott Financial Advisory Group
Pennsylvania
$2.47M +$183K +3,592 +8%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$2.35M +$15.4K +303 +0.7%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$2.34M +$1.52M +29,923 +185%
2 3
4
5 6