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iShares Short Maturity Bond ETF

370 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, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+11
Holders Change %
+3.06%
% 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
121
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
101
Ameliora Wealth Management
Switzerland
$2.47M +$153K +3,000 +7%
FAIM
102
Financial Advocates Investment Management
Washington
$2.46M -$92.1K -1,803 -4%
Betterment LLC
103
Betterment LLC
New York
$2.39M -$306K -5,994 -11%
Pathstone Holdings
104
Pathstone Holdings
New Jersey
$2.38M -$427K -8,354 -15%
Jane Street
105
Jane Street
New York
$2.3M +$1.55M +30,340 +206%
OP
106
ORG Partners
Indiana
$2.28M +$1.74M +34,129 +323%
CRWM
107
Castle Rock Wealth Management
California
$2.17M +$73.9K +1,449 +4%
IWC
108
Infinity Wealth Counsel
Ohio
$2.16M -$83.5K -1,634 -4%
SPWG
109
Syntegra Private Wealth Group
Missouri
$2.16M +$1.46M +28,506 +208%
UIM
110
Unified Investment Management
Georgia
$2.14M +$664 +13 +0%
MCM
111
MAI Capital Management
Ohio
$2.09M -$64.9K -1,271 -3%
KA
112
Klingman & Associates
New York
$2.07M -$141K -2,750 -6%
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$1.96M -$395K -7,721 -17%
WIA
114
World Investment Advisors
California
$1.88M +$1.16M +22,633 +160%
KDA
115
Kraft Davis & Associates
Missouri
$1.88M +$1.88M +36,826 New
RWB
116
RMR Wealth Builders
New Jersey
$1.76M +$1.76M +34,473 New
Baird Financial Group
117
Baird Financial Group
Wisconsin
$1.71M -$656K -12,844 -28%
FCFC
118
First Citizens Financial Corp
Iowa
$1.69M -$92.2K -1,805 -5%
IAN
119
Integrated Advisors Network
Texas
$1.68M +$188K +3,673 +13%
SGCA
120
Steel Grove Capital Advisors
Tennessee
$1.65M +$111K +2,165 +7%
SCA
121
Snowden Capital Advisors
New York
$1.58M -$511K -10,008 -24%
WIM
122
WealthPlan Investment Management
Nebraska
$1.55M +$9.66K +189 +0.6%
GC
123
Guidance Capital
Kentucky
$1.54M -$111K -2,178 -7%
SRC
124
Shufro Rose & Co
New York
$1.52M -$3.15K -62 -0.2%
SPIA
125
Steward Partners Investment Advisory
New York
$1.49M +$9.3K +182 +0.6%