NEAR icon

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
SCA
126
Snowden Capital Advisors
New York
$1.55M
GC
127
Guidance Capital
Kentucky
$1.53M
SPIA
128
Steward Partners Investment Advisory
New York
$1.5M
SRC
129
Shufro Rose & Co
New York
$1.5M
WIM
130
WealthPlan Investment Management
Nebraska
$1.48M
NGA
131
Naples Global Advisors
Florida
$1.42M
PWM
132
Perigon Wealth Management
California
$1.42M
GWAM
133
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.4M
WPC
134
White Pine Capital
Minnesota
$1.33M
JAA
135
Joel Adams & Associates
North Carolina
$1.3M
LIM
136
Leavell Investment Management
Alabama
$1.29M
FFP
137
Forbes Financial Planning
Rhode Island
$1.28M
PK
138
Pflug Koory
Nebraska
$1.28M
AWM
139
Apex Wealth Management
New Hampshire
$1.27M
SIM
140
Stratos Investment Management
Ohio
$1.25M
MFF
141
Michels Family Financial
Texas
$1.23M
VIPI
142
Vista Investment Partners II
Indiana
$1.22M
OPCM
143
Osborne Partners Capital Management
California
$1.2M
MA
144
Mutual Advisors
Nebraska
$1.19M
CAL
145
Capital Advisors Ltd
Ohio
$1.16M
Citadel Advisors
146
Citadel Advisors
Florida
$1.14M
FFN
147
Focus Financial Network
Minnesota
$1.14M
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$1.13M
PA
149
Planning Alternatives
Michigan
$1.13M
AWA
150
Aletheian Wealth Advisors
Washington
$1.11M