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iShares Short Maturity Bond ETF
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Overview Fund Activity

359 hedge funds and large institutions have $2.04B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+13
Holders Change %
+3.76%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
47
Increased
134
Reduced
112
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$36.6M
2
NMG
New Millennium Group
Utah
+$23.6M
3
Wells Fargo
Wells Fargo
California
+$19.6M
4
AP
Americana Partners
Texas
+$19.2M
5
DIP
DT Investment Partners
Pennsylvania
+$18.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$7.86M
3
KAS
Kestra Advisory Services
Texas
-$7.4M
4
EP
Essential Planning
New Hampshire
-$6.28M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFF
126
Michels Family Financial
Texas
$1.28M -$19K -373 -1%
JAA
127
Joel Adams & Associates
North Carolina
$1.26M +$438K +8,608 +53%
ST
128
Smithfield Trust
Pennsylvania
$1.24M -$218K -4,283 -15%
CAL
129
Capital Advisors Ltd
Ohio
$1.23M – – –
OCM
130
One Capital Management
California
$1.22M – – –
Citadel Advisors
131
Citadel Advisors
Florida
$1.22M +$796K +15,646 +189%
OPCM
132
Osborne Partners Capital Management
California
$1.19M – – –
PA
133
Planning Alternatives
Michigan
$1.12M -$146K -2,871 -12%
UCFA
134
United Capital Financial Advisors
Texas
$1.1M -$128K -2,520 -10%
AWA
135
Aletheian Wealth Advisors
Washington
$1.1M +$53.3K +1,047 +5%
JWM
136
JGP Wealth Management
Oregon
$1.08M +$1.53K +30 +0.1%
EFG
137
Embree Financial Group
Illinois
$1.05M +$1.05M +20,683 New
LI
138
LVZ Inc
Michigan
$1.03M +$32.2K +632 +3%
KW
139
Keyvantage Wealth
Pennsylvania
$1.03M -$1.87M -36,807 -64%
LOPW
140
Live Oak Private Wealth
North Carolina
$1.03M -$45.6K -896 -4%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$1.02M -$47.6K -935 -4%
WWM
142
WJ Wealth Management
Arizona
$995K – – –
RBC
143
Roble Belko & Company
Pennsylvania
$989K -$5.34K -105 -0.5%
IAG
144
Investment Advisory Group
Massachusetts
$976K -$1.53K -30 -0.2%
FMWA
145
Forvis Mazars Wealth Advisors
Missouri
$951K -$2.12M -41,611 -69%
LIM
146
Leavell Investment Management
Alabama
$947K +$25.4K +500 +3%
MHR
147
Matthew Hamilton Rosenberg
$917K -$13.9K -274 -1%
WA
148
Win Advisors
Florida
$895K +$895K +17,584 New
PFS
149
Prospera Financial Services
Texas
$889K +$7.43K +146 +0.8%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$881K +$46.2K +908 +6%
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