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iShares Short Maturity Bond ETF

370 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, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+11
Holders Change %
+3.06%
% of All Funds
4.96%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
41
Increased
148
Reduced
121
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAG
151
Investment Advisory Group
Massachusetts
$917K -$62.9K -1,230 -6%
SSC
152
Syverson Strege & Co
Iowa
$916K +$572K +11,186 +166%
KW
153
Keyvantage Wealth
Pennsylvania
$886K -$151K -2,957 -15%
WIM
154
Westside Investment Management
California
$879K -$738K -14,450 -46%
LI
155
LVZ Inc
Michigan
$877K -$161K -3,141 -15%
CWA
156
Core Wealth Advisors
Florida
$877K
WRPWM
157
Werba Rubin Papier Wealth Management
California
$867K +$158K +3,086 +22%
RBC
158
Roble Belko & Company
Pennsylvania
$846K -$148K -2,897 -15%
MHR
159
Matthew Hamilton Rosenberg
$844K -$76.4K -1,496 -8%
CPIG
160
Chicago Partners Investment Group
Illinois
$839K +$127K +2,492 +18%
AIFAIM
161
American Institute for Advanced Investment Management
Arizona
$838K
WA
162
Win Advisors
Florida
$817K -$82K -1,604 -9%
KFP
163
KMG Fiduciary Partners
Ohio
$777K +$223K +4,366 +40%
BWA
164
BlueChip Wealth Advisors
Georgia
$776K -$51.2K -1,001 -6%
BFG
165
Beacon Financial Group
Texas
$776K -$10.2K -199 -1%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$773K +$14.4K +282 +2%
EBWM
167
Eagle Bluffs Wealth Management
Missouri
$772K -$511 -10 -0.1%
WI
168
WBI Investments
New Jersey
$762K +$430K +8,424 +130%
PK
169
Pflug Koory
Nebraska
$758K +$270K +5,283 +55%
Creative Planning
170
Creative Planning
Kansas
$745K +$267K +5,232 +56%
AWA
171
Arkadios Wealth Advisors
Georgia
$745K +$15.9K +311 +2%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$733K +$167K +3,275 +30%
NG
173
Novem Group
New York
$728K +$63K +1,232 +9%
FA
174
Fortis Advisors
Pennsylvania
$721K +$8.33K +163 +1%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$711K -$174K -3,411 -20%