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iShares Short Maturity Bond ETF

372 hedge funds and large institutions have $2.1B 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, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$3.63M
Citadel Advisors
77
Citadel Advisors
Florida
$3.58M
CSP
78
Cary Street Partners
Virginia
$3.55M
AWS
79
Atria Wealth Solutions
New York
$3.47M
KF
80
KKM Financial
Illinois
$3.29M
KWM
81
Kingsview Wealth Management
Oregon
$3.12M
RCWM
82
Red Crane Wealth Management
California
$3.12M
SFG
83
Sovereign Financial Group
Connecticut
$3.12M
SPC
84
Sigma Planning Corp
Michigan
$3.1M
PIA
85
Perennial Investment Advisors
California
$3.08M
PG
86
Patten Group
Tennessee
$3.08M
RFWA
87
RPg Family Wealth Advisory
Massachusetts
$3.07M
GM
88
GeoWealth Management
Illinois
$2.98M
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$2.95M
AI
90
Atria Investments
North Carolina
$2.89M
KFGG
91
Keystone Financial Group (Georgia)
Georgia
$2.86M
Truist Financial
92
Truist Financial
North Carolina
$2.83M
LA
93
LVW Advisors
New York
$2.81M
AC
94
AlphaCore Capital
California
$2.81M
BAM
95
Belpointe Asset Management
Nevada
$2.8M
BCM
96
Brookstone Capital Management
Illinois
$2.74M
GWMR
97
GC Wealth Management RIA
Massachusetts
$2.69M
GWAM
98
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.67M
WFAG
99
Wescott Financial Advisory Group
Pennsylvania
$2.61M
RIA
100
Realta Investment Advisors
Delaware
$2.53M