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iShares Short Maturity Bond ETF

372 hedge funds and large institutions have $2.26B invested in iShares Short Maturity Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 156 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
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
WFAG
101
Wescott Financial Advisory Group
Pennsylvania
$2.81M
GM
102
GeoWealth Management
Illinois
$2.73M
GWMR
103
GC Wealth Management RIA
Massachusetts
$2.64M
RCWM
104
Red Crane Wealth Management
California
$2.58M
BAM
105
Belpointe Asset Management
Nevada
$2.57M
AWM
106
Ameliora Wealth Management
Switzerland
$2.48M
GPW
107
Gentry Private Wealth
Kansas
$2.41M
Betterment LLC
108
Betterment LLC
New York
$2.38M
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$2.25M
BCMIO
110
Beacon Capital Management Inc (Ohio)
Ohio
$2.2M
CRWM
111
Castle Rock Wealth Management
California
$2.19M
JP Morgan Chase
112
JP Morgan Chase
New York
$2.17M
UIM
113
Unified Investment Management
Georgia
$2.12M
MCM
114
MAI Capital Management
Ohio
$2.08M
KA
115
Klingman & Associates
New York
$2.07M
IWC
116
Infinity Wealth Counsel
Ohio
$2.07M
PFS
117
Prospera Financial Services
Texas
$2.06M
FCFC
118
First Citizens Financial Corp
Iowa
$1.95M
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$1.93M
EWA
120
EverSource Wealth Advisors
Alabama
$1.88M
Baird Financial Group
121
Baird Financial Group
Wisconsin
$1.84M
IAN
122
Integrated Advisors Network
Texas
$1.78M
PCIA
123
Prime Capital Investment Advisors
Kansas
$1.7M
SAM
124
Secure Asset Management
Michigan
$1.65M
SGCA
125
Steel Grove Capital Advisors
Tennessee
$1.65M