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iShares Short Maturity Bond ETF

368 hedge funds and large institutions have $2.25B invested in iShares Short Maturity Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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 +$31.3M
2 +$25.1M
3 +$19.5M
4
LPL Financial
LPL Financial
California
+$12.2M
5
Morgan Stanley
Morgan Stanley
New York
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
151
Live Oak Private Wealth
North Carolina
$1.03M
WIA
152
World Investment Advisors
California
$1.03M
UCFA
153
United Capital Financial Advisors
Texas
$1.02M
WIM
154
Westside Investment Management
California
$1.01M
AI
155
Atria Investments
North Carolina
$1,000K
VT
156
Vise Technologies
New York
$980K
AQR Capital Management
157
AQR Capital Management
Connecticut
$973K
FTUS
158
Flow Traders U.S.
New York
$950K
PD
159
Planning Directions
Pennsylvania
$943K
CIBC World Market
160
CIBC World Market
Ontario, Canada
$927K
IAG
161
Investment Advisory Group
Massachusetts
$916K
LI
162
LVZ Inc
Michigan
$886K
WA
163
Win Advisors
Florida
$881K
CWA
164
Core Wealth Advisors
Florida
$880K
KW
165
Keyvantage Wealth
Pennsylvania
$871K
KFP
166
KMG Fiduciary Partners
Ohio
$842K
BPA
167
Beacon Pointe Advisors
California
$824K
RWB
168
RMR Wealth Builders
New Jersey
$818K
BMA
169
Brooks Moore & Associates
Tennessee
$817K
AIFAIM
170
American Institute for Advanced Investment Management
Arizona
$815K
FAT
171
First American Trust
California
$808K
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$782K
IF
173
IRON Financial
Illinois
$780K
BWA
174
Boulder Wealth Advisors
Colorado
$779K
EBWM
175
Eagle Bluffs Wealth Management
Missouri
$767K