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iShares Short Maturity Bond ETF

388 hedge funds and large institutions have $2.63B invested in iShares Short Maturity Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 184 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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 +$50M
2 +$45.8M
3 +$36.6M
4
NA
NewEdge Advisors
Louisiana
+$22.7M
5
Morgan Stanley
Morgan Stanley
New York
+$12.6M

Top Sellers

1 -$13.4M
2 -$9.32M
3 -$9.06M
4
Goldman Sachs
Goldman Sachs
New York
-$4.05M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
151
Core Wealth Advisors (Florida)
Florida
$1.54M
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$1.52M
WIM
153
WealthPlan Investment Management
Nebraska
$1.52M
VT
154
Vise Technologies
New York
$1.5M
MCM
155
MAI Capital Management
Ohio
$1.5M
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$1.48M
Pathstone Holdings
157
Pathstone Holdings
New Jersey
$1.46M
SCA
158
Snowden Capital Advisors
New York
$1.4M
WIM
159
Westside Investment Management
California
$1.4M
JAA
160
Joel Adams & Associates
North Carolina
$1.39M
SIM
161
Stratos Investment Management
Ohio
$1.35M
SPIA
162
Steward Partners Investment Advisory
New York
$1.35M
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$1.34M
LIM
164
Leavell Investment Management
Alabama
$1.28M
PFPG
165
Pinnacle Financial Partners (Georgia)
Georgia
$1.24M
OPCM
166
Osborne Partners Capital Management
California
$1.24M
MFF
167
Michels Family Financial
Texas
$1.18M
AM
168
Atwater Malick
Pennsylvania
$1.18M
MFG
169
Merit Financial Group
Georgia
$1.16M
CAL
170
Capital Advisors Ltd
Ohio
$1.15M
LC
171
Landaas & Company
Wisconsin
$1.14M
IWC
172
Infinity Wealth Counsel
Ohio
$1.13M
AWA
173
Aletheian Wealth Advisors
Washington
$1.13M
VH
174
Visionary Horizons
Tennessee
$1.12M
PA
175
Planning Alternatives
Michigan
$1.12M