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iShares Short Maturity Bond ETF

389 hedge funds and large institutions have $2.35B invested in iShares Short Maturity Bond ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 171 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
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
SFG
101
Sovereign Financial Group
Connecticut
$3.03M
Baird Financial Group
102
Baird Financial Group
Wisconsin
$3.02M
KFGG
103
Keystone Financial Group (Georgia)
Georgia
$2.97M
RFWA
104
RPg Family Wealth Advisory
Massachusetts
$2.96M
SWM
105
Selby Wealth Management
California
$2.93M
PFS
106
Prospera Financial Services
Texas
$2.86M
SAM
107
Secure Asset Management
Michigan
$2.78M
HCA
108
Hardworking Capital Advisors
California
$2.73M
SAM
109
Smartleaf Asset Management
Massachusetts
$2.73M
GM
110
GeoWealth Management
Illinois
$2.63M
NMG
111
New Millennium Group
Utah
$2.57M
AWM
112
Ameliora Wealth Management
Switzerland
$2.57M
GWMR
113
GC Wealth Management RIA
Massachusetts
$2.54M
BCM
114
Brookstone Capital Management
Illinois
$2.5M
FFN
115
Focus Financial Network
Minnesota
$2.44M
IF
116
IRON Financial
Illinois
$2.42M
GPW
117
Gentry Private Wealth
Kansas
$2.4M
JWCA
118
J.W. Cole Advisors
Florida
$2.37M
KPWS
119
Kestra Private Wealth Services
Texas
$2.34M
RCWM
120
Red Crane Wealth Management
California
$2.31M
Betterment LLC
121
Betterment LLC
New York
$2.28M
CRWM
122
Castle Rock Wealth Management
California
$2.25M
BMA
123
Brooks Moore & Associates
Tennessee
$2.24M
BPA
124
Beacon Pointe Advisors
California
$2.21M
BAM
125
Belpointe Asset Management
Nevada
$2.17M