NEAR icon

iShares Short Maturity Bond ETF

359 hedge funds and large institutions have $2.04B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
AC
101
AlphaCore Capital
California
$2.34M
AWM
102
Ameliora Wealth Management
Switzerland
$2.3M
IWC
103
Infinity Wealth Counsel
Ohio
$2.24M
KA
104
Klingman & Associates
New York
$2.2M
RIA
105
Realta Investment Advisors
Delaware
$2.15M
MCM
106
MAI Capital Management
Ohio
$2.15M
UIM
107
Unified Investment Management
Georgia
$2.13M
ST
108
Spinnaker Trust
Maine
$2.12M
PCIA
109
Prime Capital Investment Advisors
Kansas
$2.09M
CRWM
110
Castle Rock Wealth Management
California
$2.08M
SCA
111
Snowden Capital Advisors
New York
$2.08M
AI
112
Atria Investments
North Carolina
$1.97M
NGA
113
Naples Global Advisors
Florida
$1.82M
FCFC
114
First Citizens Financial Corp
Iowa
$1.78M
KWM
115
Kingsview Wealth Management
Oregon
$1.76M
GC
116
Guidance Capital
Kentucky
$1.64M
KFGG
117
Keystone Financial Group (Georgia)
Georgia
$1.64M
WIM
118
Westside Investment Management
California
$1.61M
SGCA
119
Steel Grove Capital Advisors
Tennessee
$1.53M
WIM
120
WealthPlan Investment Management
Nebraska
$1.53M
SFG
121
Socha Financial Group
New York
$1.53M
SRC
122
Shufro Rose & Co
New York
$1.53M
IAN
123
Integrated Advisors Network
Texas
$1.48M
SPIA
124
Steward Partners Investment Advisory
New York
$1.48M
Truist Financial
125
Truist Financial
North Carolina
$1.47M