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iShares Short Maturity Bond ETF
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Overview Fund Activity

369 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, 120 reducing their positions, and 25 closing their positions.

Holders
369
Holders Change
+10
Holders Change %
+2.79%
% 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
120
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
Stifel Financial
2
Stifel Financial
Missouri
$33.1M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$15.7M
4
Bank of America
4
Bank of America
North Carolina
$179M
5
Wells Fargo
5
Wells Fargo
California
$133M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$126M
2
NMG
2
New Millennium Group
Utah
$58.6K
3
Raymond James Financial
3
Raymond James Financial
Florida
$49.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$17.3M
5
FFP
5
Forbes Financial Planning
Rhode Island
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
101
Ameliora Wealth Management
Switzerland
$2.47M 48,287 +3,000 +7%
FAIM
102
Financial Advocates Investment Management
Washington
$2.46M 48,044 -1,803 -4%
Betterment LLC
103
Betterment LLC
New York
$2.39M 46,854 -5,994 -11%
Pathstone Holdings
104
Pathstone Holdings
New Jersey
$2.38M 46,509 -8,354 -15%
Jane Street
105
Jane Street
New York
$2.3M 45,100 +30,340 +206%
OP
106
ORG Partners
Indiana
$2.28M 44,694 +34,129 +323%
CRWM
107
Castle Rock Wealth Management
California
$2.17M 42,493 +1,449 +4%
IWC
108
Infinity Wealth Counsel
Ohio
$2.16M 42,346 -1,634 -4%
SPWG
109
Syntegra Private Wealth Group
Missouri
$2.16M 42,198 +28,506 +208%
UIM
110
Unified Investment Management
Georgia
$2.14M 41,891 +13 +0%
MCM
111
MAI Capital Management
Ohio
$2.09M 40,911 -1,271 -3%
KA
112
Klingman & Associates
New York
$2.07M 40,413 -2,750 -6%
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$1.96M 38,342 -7,721 -17%
WIA
114
World Investment Advisors
California
$1.88M 36,796 +22,633 +160%
KDA
115
Kraft Davis & Associates
Missouri
$1.88M 36,826 +36,826 New
RWB
116
RMR Wealth Builders
New Jersey
$1.76M 34,473 +34,473 New
Baird Financial Group
117
Baird Financial Group
Wisconsin
$1.71M 33,394 -12,844 -28%
FCFC
118
First Citizens Financial Corp
Iowa
$1.69M 33,156 -1,805 -5%
IAN
119
Integrated Advisors Network
Texas
$1.68M 32,781 +3,673 +13%
SGCA
120
Steel Grove Capital Advisors
Tennessee
$1.65M 32,318 +2,165 +7%
SCA
121
Snowden Capital Advisors
New York
$1.58M 30,911 -10,008 -24%
WIM
122
WealthPlan Investment Management
Nebraska
$1.55M 30,324 +189 +0.6%
GC
123
Guidance Capital
Kentucky
$1.54M 30,128 -2,178 -7%
SRC
124
Shufro Rose & Co
New York
$1.52M 29,919 -62 -0.2%
SPIA
125
Steward Partners Investment Advisory
New York
$1.49M 29,240 +182 +0.6%
3 4
5
6 7