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iShares Short Maturity Bond ETF

368 hedge funds and large institutions have $2.25B invested in iShares Short Maturity Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
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
GC
126
Guidance Capital
Kentucky
$1.53M
SPIA
127
Steward Partners Investment Advisory
New York
$1.5M
SRC
128
Shufro Rose & Co
New York
$1.5M
WIM
129
WealthPlan Investment Management
Nebraska
$1.48M
NGA
130
Naples Global Advisors
Florida
$1.42M
PWM
131
Perigon Wealth Management
California
$1.42M
GWAM
132
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.4M
WPC
133
White Pine Capital
Minnesota
$1.33M
JAA
134
Joel Adams & Associates
North Carolina
$1.3M
LIM
135
Leavell Investment Management
Alabama
$1.29M
FFP
136
Forbes Financial Planning
Rhode Island
$1.28M
PK
137
Pflug Koory
Nebraska
$1.28M
AWM
138
Apex Wealth Management
New Hampshire
$1.27M
SIM
139
Stratos Investment Management
Ohio
$1.25M
MFF
140
Michels Family Financial
Texas
$1.23M
VIPI
141
Vista Investment Partners II
Indiana
$1.22M
OPCM
142
Osborne Partners Capital Management
California
$1.2M
MA
143
Mutual Advisors
Nebraska
$1.19M
CAL
144
Capital Advisors Ltd
Ohio
$1.16M
Citadel Advisors
145
Citadel Advisors
Florida
$1.14M
FFN
146
Focus Financial Network
Minnesota
$1.14M
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$1.13M
PA
148
Planning Alternatives
Michigan
$1.13M
AWA
149
Aletheian Wealth Advisors
Washington
$1.11M
ST
150
Spinnaker Trust
Maine
$1.08M