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iShares Short Maturity Bond ETF

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
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
Citadel Advisors
76
Citadel Advisors
Florida
$3.58M
CSP
77
Cary Street Partners
Virginia
$3.55M
AWS
78
Atria Wealth Solutions
New York
$3.47M
KF
79
KKM Financial
Illinois
$3.29M
KWM
80
Kingsview Wealth Management
Oregon
$3.12M
RCWM
81
Red Crane Wealth Management
California
$3.12M
SFG
82
Sovereign Financial Group
Connecticut
$3.12M
SPC
83
Sigma Planning Corp
Michigan
$3.1M
PIA
84
Perennial Investment Advisors
California
$3.08M
PG
85
Patten Group
Tennessee
$3.08M
RFWA
86
RPg Family Wealth Advisory
Massachusetts
$3.07M
GM
87
GeoWealth Management
Illinois
$2.98M
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$2.95M
AI
89
Atria Investments
North Carolina
$2.89M
KFGG
90
Keystone Financial Group (Georgia)
Georgia
$2.86M
Truist Financial
91
Truist Financial
North Carolina
$2.83M
LA
92
LVW Advisors
New York
$2.81M
AC
93
AlphaCore Capital
California
$2.81M
BAM
94
Belpointe Asset Management
Nevada
$2.8M
BCM
95
Brookstone Capital Management
Illinois
$2.74M
GWMR
96
GC Wealth Management RIA
Massachusetts
$2.69M
GWAM
97
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.67M
WFAG
98
Wescott Financial Advisory Group
Pennsylvania
$2.61M
RIA
99
Realta Investment Advisors
Delaware
$2.53M
SFO
100
Stenger Family Office
Illinois
$2.48M