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iShares Short Maturity Bond ETF
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Overview Fund Activity

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
+13
Holders Change %
+3.76%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
47
Increased
134
Reduced
112
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$36.6M
2
NMG
New Millennium Group
Utah
+$23.6M
3
Wells Fargo
Wells Fargo
California
+$19.6M
4
AP
Americana Partners
Texas
+$19.2M
5
DIP
DT Investment Partners
Pennsylvania
+$18.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$7.86M
3
KAS
Kestra Advisory Services
Texas
-$7.4M
4
EP
Essential Planning
New Hampshire
-$6.28M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
101
AlphaCore Capital
California
$2.34M +$2.34M +45,932 New
AWM
102
Ameliora Wealth Management
Switzerland
$2.3M – – –
IWC
103
Infinity Wealth Counsel
Ohio
$2.24M -$82.3K -1,618 -4%
KA
104
Klingman & Associates
New York
$2.2M – – –
RIA
105
Realta Investment Advisors
Delaware
$2.15M -$410K -8,059 -16%
MCM
106
MAI Capital Management
Ohio
$2.15M -$291K -5,719 -12%
UIM
107
Unified Investment Management
Georgia
$2.13M -$110K -2,170 -5%
ST
108
Spinnaker Trust
Maine
$2.12M -$187K -3,679 -8%
PCIA
109
Prime Capital Investment Advisors
Kansas
$2.09M +$2.09M +41,098 New
CRWM
110
Castle Rock Wealth Management
California
$2.08M -$175K -3,450 -8%
SCA
111
Snowden Capital Advisors
New York
$2.08M +$44.2K +868 +2%
AI
112
Atria Investments
North Carolina
$1.97M +$1.3M +25,521 +194%
NGA
113
Naples Global Advisors
Florida
$1.82M – – –
FCFC
114
First Citizens Financial Corp
Iowa
$1.78M -$1.39M -27,299 -44%
KWM
115
Kingsview Wealth Management
Oregon
$1.76M +$406K +7,983 +30%
GC
116
Guidance Capital
Kentucky
$1.64M +$4.36K +86 +0.3%
KFGG
117
Keystone Financial Group (Georgia)
Georgia
$1.64M +$1.15M +22,630 +236%
WIM
118
Westside Investment Management
California
$1.61M -$40.7K -800 -2%
SGCA
119
Steel Grove Capital Advisors
Tennessee
$1.53M +$112K +2,196 +8%
WIM
120
WealthPlan Investment Management
Nebraska
$1.53M -$99.6K -1,958 -6%
SFG
121
Socha Financial Group
New York
$1.53M +$589K +11,574 +63%
SRC
122
Shufro Rose & Co
New York
$1.53M +$114K +2,242 +8%
IAN
123
Integrated Advisors Network
Texas
$1.48M +$156K +3,058 +12%
SPIA
124
Steward Partners Investment Advisory
New York
$1.48M -$201K -3,960 -12%
Truist Financial
125
Truist Financial
North Carolina
$1.47M -$2.25M -44,138 -60%
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