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iShares Short Maturity Bond ETF

388 hedge funds and large institutions have $2.63B invested in iShares Short Maturity Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 184 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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 +$50M
2 +$45.8M
3 +$36.6M
4
NA
NewEdge Advisors
Louisiana
+$22.7M
5
Morgan Stanley
Morgan Stanley
New York
+$12.6M

Top Sellers

1 -$13.4M
2 -$9.32M
3 -$9.06M
4
Goldman Sachs
Goldman Sachs
New York
-$4.05M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
KF
101
KKM Financial
Illinois
$3.61M
IF
102
IRON Financial
Illinois
$3.54M
SCA
103
Sage Capital Advisors
South Dakota
$3.37M
FFN
104
Focus Financial Network
Minnesota
$3.3M
RIA
105
Realta Investment Advisors
Delaware
$3.29M
RFWA
106
RPg Family Wealth Advisory
Massachusetts
$3.26M
PG
107
Patten Group
Tennessee
$3.25M
SAM
108
Secure Asset Management
Michigan
$3.25M
SFG
109
Sovereign Financial Group
Connecticut
$3.19M
BMA
110
Brooks Moore & Associates
Tennessee
$2.96M
PFS
111
Prospera Financial Services
Texas
$2.91M
HCA
112
Hardworking Capital Advisors
California
$2.73M
BPA
113
Beacon Pointe Advisors
California
$2.63M
GM
114
GeoWealth Management
Illinois
$2.59M
Jones Financial Companies
115
Jones Financial Companies
Missouri
$2.56M
AWM
116
Ameliora Wealth Management
Switzerland
$2.55M
JWCA
117
J.W. Cole Advisors
Florida
$2.49M
GPW
118
Gentry Private Wealth
Kansas
$2.45M
BCM
119
Brookstone Capital Management
Illinois
$2.43M
IFG
120
Independent Financial Group
California
$2.41M
SAM
121
Smartleaf Asset Management
Massachusetts
$2.36M
CRWM
122
Castle Rock Wealth Management
California
$2.25M
BAM
123
Belpointe Asset Management
Nevada
$2.21M
EWA
124
EverSource Wealth Advisors
Alabama
$2.2M
Betterment LLC
125
Betterment LLC
New York
$2.19M