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iShares Short Maturity Bond ETF

372 hedge funds and large institutions have $2.1B 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, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
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
SPIA
126
Steward Partners Investment Advisory
New York
$1.49M
NGA
127
Naples Global Advisors
Florida
$1.47M
PCIA
128
Prime Capital Investment Advisors
Kansas
$1.47M
FFP
129
Forbes Financial Planning
Rhode Island
$1.42M
CIA
130
Concurrent Investment Advisors
Florida
$1.4M
AWM
131
Apex Wealth Management
New Hampshire
$1.37M
JAA
132
Joel Adams & Associates
North Carolina
$1.32M
OCM
133
One Capital Management
California
$1.3M
MFF
134
Michels Family Financial
Texas
$1.29M
WPC
135
White Pine Capital
Minnesota
$1.28M
CAL
136
Capital Advisors Ltd
Ohio
$1.24M
MA
137
Mutual Advisors
Nebraska
$1.22M
WWM
138
WJ Wealth Management
Arizona
$1.2M
OPCM
139
Osborne Partners Capital Management
California
$1.2M
LIM
140
Leavell Investment Management
Alabama
$1.19M
PFS
141
Prospera Financial Services
Texas
$1.17M
AWA
142
Aletheian Wealth Advisors
Washington
$1.12M
PA
143
Planning Alternatives
Michigan
$1.12M
EFG
144
Embree Financial Group
Illinois
$1.11M
ST
145
Spinnaker Trust
Maine
$1.11M
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
$1.11M
OMC
147
Old Mission Capital
Illinois
$1.1M
UCFA
148
United Capital Financial Advisors
Texas
$1.05M
LOPW
149
Live Oak Private Wealth
North Carolina
$1.04M
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$1.04M