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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
GM
101
GeoWealth Management
Illinois
$2.73M
GWMR
102
GC Wealth Management RIA
Massachusetts
$2.64M
RCWM
103
Red Crane Wealth Management
California
$2.58M
BAM
104
Belpointe Asset Management
Nevada
$2.57M
AWM
105
Ameliora Wealth Management
Switzerland
$2.48M
GPW
106
Gentry Private Wealth
Kansas
$2.41M
Betterment LLC
107
Betterment LLC
New York
$2.38M
Pathstone Holdings
108
Pathstone Holdings
New Jersey
$2.25M
BCMIO
109
Beacon Capital Management Inc (Ohio)
Ohio
$2.2M
CRWM
110
Castle Rock Wealth Management
California
$2.19M
JP Morgan Chase
111
JP Morgan Chase
New York
$2.17M
UIM
112
Unified Investment Management
Georgia
$2.12M
MCM
113
MAI Capital Management
Ohio
$2.08M
KA
114
Klingman & Associates
New York
$2.07M
IWC
115
Infinity Wealth Counsel
Ohio
$2.07M
PFS
116
Prospera Financial Services
Texas
$2.06M
FCFC
117
First Citizens Financial Corp
Iowa
$1.95M
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$1.93M
EWA
119
EverSource Wealth Advisors
Alabama
$1.88M
Baird Financial Group
120
Baird Financial Group
Wisconsin
$1.84M
IAN
121
Integrated Advisors Network
Texas
$1.78M
PCIA
122
Prime Capital Investment Advisors
Kansas
$1.7M
SAM
123
Secure Asset Management
Michigan
$1.65M
SGCA
124
Steel Grove Capital Advisors
Tennessee
$1.65M
SCA
125
Snowden Capital Advisors
New York
$1.55M