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iShares Short Maturity Bond ETF

371 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, 122 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
126
Naples Global Advisors
Florida
$1.47M
PCIA
127
Prime Capital Investment Advisors
Kansas
$1.47M
FFP
128
Forbes Financial Planning
Rhode Island
$1.42M
CIA
129
Concurrent Investment Advisors
Florida
$1.4M
AWM
130
Apex Wealth Management
New Hampshire
$1.37M
JAA
131
Joel Adams & Associates
North Carolina
$1.32M
OCM
132
One Capital Management
California
$1.3M
MFF
133
Michels Family Financial
Texas
$1.29M
WPC
134
White Pine Capital
Minnesota
$1.28M
CAL
135
Capital Advisors Ltd
Ohio
$1.24M
MA
136
Mutual Advisors
Nebraska
$1.22M
WWM
137
WJ Wealth Management
Arizona
$1.2M
OPCM
138
Osborne Partners Capital Management
California
$1.2M
LIM
139
Leavell Investment Management
Alabama
$1.19M
PFS
140
Prospera Financial Services
Texas
$1.17M
AWA
141
Aletheian Wealth Advisors
Washington
$1.12M
PA
142
Planning Alternatives
Michigan
$1.12M
EFG
143
Embree Financial Group
Illinois
$1.11M
ST
144
Spinnaker Trust
Maine
$1.11M
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$1.11M
OMC
146
Old Mission Capital
Illinois
$1.1M
UCFA
147
United Capital Financial Advisors
Texas
$1.05M
LOPW
148
Live Oak Private Wealth
North Carolina
$1.04M
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$1.04M
SAM
150
Secure Asset Management
Michigan
$962K