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iShares Short Maturity Bond ETF

388 hedge funds and large institutions have $2.63B invested in iShares Short Maturity Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 184 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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 +$50M
2 +$45.8M
3 +$36.6M
4
NA
NewEdge Advisors
Louisiana
+$22.7M
5
Morgan Stanley
Morgan Stanley
New York
+$12.6M

Top Sellers

1 -$13.4M
2 -$9.32M
3 -$9.06M
4
Goldman Sachs
Goldman Sachs
New York
-$4.05M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
126
Independent Advisor Alliance
North Carolina
$2.19M
KA
127
Kovack Advisors
Florida
$2.19M
PD
128
Planning Directions
Pennsylvania
$2.12M
UIM
129
Unified Investment Management
Georgia
$2.1M
KA
130
Klingman & Associates
New York
$2.05M
IAN
131
Integrated Advisors Network
Texas
$2.01M
ST
132
Spinnaker Trust
Maine
$2M
KPWS
133
Kestra Private Wealth Services
Texas
$1.98M
WPC
134
White Pine Capital
Minnesota
$1.9M
PFA
135
Professional Financial Advisors
Nebraska
$1.9M
RCWM
136
Red Crane Wealth Management
California
$1.89M
PWM
137
Perigon Wealth Management
California
$1.81M
AWA
138
Arkadios Wealth Advisors
Georgia
$1.81M
PK
139
Pflug Koory
Nebraska
$1.8M
FA
140
Finhabits Advisors
New York
$1.8M
JP Morgan Chase
141
JP Morgan Chase
New York
$1.8M
MW
142
Members Wealth
Pennsylvania
$1.75M
SRC
143
Shufro Rose & Co
New York
$1.68M
SGCA
144
Steel Grove Capital Advisors
Tennessee
$1.67M
VAS
145
Vestmark Advisory Solutions
Massachusetts
$1.65M
MYIA
146
Mount Yale Investment Advisors
Colorado
$1.65M
WIA
147
World Investment Advisors
California
$1.59M
FL
148
FreeGulliver LLC
Louisiana
$1.59M
GC
149
Guidance Capital
Kentucky
$1.57M
DAS
150
Daybright Advisory Services
Florida
$1.57M