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iShares Short Maturity Bond ETF
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Overview Fund Activity

370 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, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+11
Holders Change %
+3.06%
% 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
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.2M
2
Stifel Financial
Stifel Financial
Missouri
+$21.2M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$15.7M
4
Bank of America
Bank of America
North Carolina
+$14.5M
5
Wells Fargo
Wells Fargo
California
+$14.3M

Top Sellers

1
BI
Bramshill Investments
Florida
-$51.7M
2
NMG
New Millennium Group
Utah
-$23.6M
3
Raymond James Financial
Raymond James Financial
Florida
-$18.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$17.6M
5
FFP
Forbes Financial Planning
Rhode Island
-$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$3.58M +$2.35M +46,067 +192%
CSP
77
Cary Street Partners
Virginia
$3.55M -$72.1K -1,410 -2%
AWS
78
Atria Wealth Solutions
New York
$3.47M +$3.01M +59,035 +655%
KF
79
KKM Financial
Illinois
$3.29M +$81.7K +1,598 +3%
KWM
80
Kingsview Wealth Management
Oregon
$3.12M +$1.36M +26,587 +77%
RCWM
81
Red Crane Wealth Management
California
$3.12M -$2.15M -42,002 -41%
SFG
82
Sovereign Financial Group
Connecticut
$3.12M -$203K -3,975 -6%
SPC
83
Sigma Planning Corp
Michigan
$3.1M -$272K -5,326 -8%
PIA
84
Perennial Investment Advisors
California
$3.08M +$50.6K +990 +2%
PG
85
Patten Group
Tennessee
$3.08M +$270K +5,290 +10%
RFWA
86
RPg Family Wealth Advisory
Massachusetts
$3.07M +$2.84M +55,651 +1,242%
GM
87
GeoWealth Management
Illinois
$2.98M -$107K -2,094 -3%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$2.95M +$191K +3,728 +7%
AI
89
Atria Investments
North Carolina
$2.89M +$908K +17,769 +46%
KFGG
90
Keystone Financial Group (Georgia)
Georgia
$2.86M +$1.22M +23,930 +74%
Truist Financial
91
Truist Financial
North Carolina
$2.83M +$1.35M +26,476 +92%
LA
92
LVW Advisors
New York
$2.81M +$52.4K +1,026 +2%
AC
93
AlphaCore Capital
California
$2.81M +$459K +8,973 +20%
BAM
94
Belpointe Asset Management
Nevada
$2.8M -$81.1K -1,587 -3%
BCM
95
Brookstone Capital Management
Illinois
$2.74M -$52.2K -1,022 -2%
GWMR
96
GC Wealth Management RIA
Massachusetts
$2.69M -$289K -5,658 -10%
GWAM
97
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.67M -$479K -9,380 -15%
WFAG
98
Wescott Financial Advisory Group
Pennsylvania
$2.61M +$132K +2,588 +5%
RIA
99
Realta Investment Advisors
Delaware
$2.53M +$366K +7,171 +17%
SFO
100
Stenger Family Office
Illinois
$2.48M +$2.48M +50,393 New
2 3
4
5 6