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iShares Short Maturity Bond ETF
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Overview Fund Activity

359 hedge funds and large institutions have $2.04B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+13
Holders Change %
+3.76%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
47
Increased
134
Reduced
112
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$36.6M
2
NMG
New Millennium Group
Utah
+$23.6M
3
Wells Fargo
Wells Fargo
California
+$19.6M
4
AP
Americana Partners
Texas
+$19.2M
5
DIP
DT Investment Partners
Pennsylvania
+$18.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$7.86M
3
KAS
Kestra Advisory Services
Texas
-$7.4M
4
EP
Essential Planning
New Hampshire
-$6.28M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
151
Core Wealth Advisors
Florida
$873K +$21.6K +425 +3%
PA
152
PFG Advisors
Arizona
$865K -$222K -4,355 -20%
AIFAIM
153
American Institute for Advanced Investment Management
Arizona
$834K +$61K +1,200 +8%
BF
154
BOK Financial
Oklahoma
$834K +$834K +16,387 New
BWA
155
BlueChip Wealth Advisors
Georgia
$824K +$824K +16,196 New
WPC
156
White Pine Capital
Minnesota
$822K -$55.7K -1,094 -6%
AA
157
Ancora Advisors
Ohio
$799K +$2.95K +58 +0.4%
FTS
158
Fifth Third Securities
Ohio
$792K +$205K +4,038 +35%
BFG
159
Beacon Financial Group
Texas
$783K -$38.1K -749 -5%
EBWM
160
Eagle Bluffs Wealth Management
Missouri
$769K -$50.4K -990 -6%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$755K +$173K +3,391 +30%
TC
162
TownSquare Capital
Utah
$755K +$166K +3,264 +28%
Jane Street
163
Jane Street
New York
$751K -$4.03M -79,225 -84%
AWA
164
Arkadios Wealth Advisors
Georgia
$726K +$726K +14,262 New
WIA
165
World Investment Advisors
California
$720K +$75.1K +1,477 +12%
FA
166
Fortis Advisors
Pennsylvania
$710K +$5.24K +103 +0.7%
CPIG
167
Chicago Partners Investment Group
Illinois
$710K +$3.91K +77 +0.6%
WRPWM
168
Werba Rubin Papier Wealth Management
California
$706K +$21.3K +419 +3%
CIA
169
Concurrent Investment Advisors
Florida
$701K +$111K +2,182 +19%
SPWG
170
Syntegra Private Wealth Group
Missouri
$696K +$20K +394 +3%
CWM
171
Centurion Wealth Management
Virginia
$677K – – –
CAL
172
Capital Analysts LLC
Pennsylvania
$677K -$11K -216 -2%
DC
173
Darrow Company
Massachusetts
$676K +$63.5K +1,248 +10%
DWM
174
Dakota Wealth Management
Florida
$671K – – –
NG
175
Novem Group
New York
$662K -$22.2K -437 -3%
5 6
7
8 9