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iShares Short Maturity Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$162M
2
Stifel Financial
Stifel Financial
Missouri
$33.1M
3
Corient Private Wealth
Corient Private Wealth
Florida
$15.7M
4
Bank of America
Bank of America
North Carolina
$179M
5
Wells Fargo
Wells Fargo
California
$133M

Top Sellers

1
BI
Bramshill Investments
Florida
$126M
2
NMG
New Millennium Group
Utah
$58.6K
3
Raymond James Financial
Raymond James Financial
Florida
$49.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$17.3M
5
FFP
Forbes Financial Planning
Rhode Island
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
126
Naples Global Advisors
Florida
$1.47M -$355K -6,950 -19%
PCIA
127
Prime Capital Investment Advisors
Kansas
$1.47M -$631K -12,345 -30%
FFP
128
Forbes Financial Planning
Rhode Island
$1.42M -$6.74M -131,839 -83%
CIA
129
Concurrent Investment Advisors
Florida
$1.4M +$698K +13,664 +99%
AWM
130
Apex Wealth Management
New Hampshire
$1.37M -$5.32M -104,057 -80%
JAA
131
Joel Adams & Associates
North Carolina
$1.32M +$49.7K +973 +4%
OCM
132
One Capital Management
California
$1.3M +$71.5K +1,400 +6%
MFF
133
Michels Family Financial
Texas
$1.29M +$153 +3 +0%
WPC
134
White Pine Capital
Minnesota
$1.28M +$457K +8,953 +55%
CAL
135
Capital Advisors Ltd
Ohio
$1.24M +$1.02K +20 +0.1%
MA
136
Mutual Advisors
Nebraska
$1.22M -$1.31M -25,715 -52%
WWM
137
WJ Wealth Management
Arizona
$1.2M +$204K +4,000 +20%
OPCM
138
Osborne Partners Capital Management
California
$1.2M – – –
LIM
139
Leavell Investment Management
Alabama
$1.19M +$235K +4,600 +25%
PFS
140
Prospera Financial Services
Texas
$1.17M +$281K +5,500 +31%
AWA
141
Aletheian Wealth Advisors
Washington
$1.12M +$24K +470 +2%
PA
142
Planning Alternatives
Michigan
$1.12M – – –
EFG
143
Embree Financial Group
Illinois
$1.11M +$56.2K +1,099 +5%
ST
144
Spinnaker Trust
Maine
$1.11M -$1.02M -19,936 -48%
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$1.11M +$1.11M +21,683 New
OMC
146
Old Mission Capital
Illinois
$1.1M +$1.1M +21,620 New
UCFA
147
United Capital Financial Advisors
Texas
$1.05M -$61.7K -1,207 -6%
LOPW
148
Live Oak Private Wealth
North Carolina
$1.04M +$8.74K +171 +0.8%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$1.04M +$29.1K +575 +3%
SAM
150
Secure Asset Management
Michigan
$962K +$962K +18,822 New
4 5
6
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