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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
SAM
151
Secure Asset Management
Michigan
$962K
IAG
152
Investment Advisory Group
Massachusetts
$917K
SSC
153
Syverson Strege & Co
Iowa
$916K
KW
154
Keyvantage Wealth
Pennsylvania
$886K
WIM
155
Westside Investment Management
California
$879K
LI
156
LVZ Inc
Michigan
$877K
CWA
157
Core Wealth Advisors
Florida
$877K
WRPWM
158
Werba Rubin Papier Wealth Management
California
$867K
RBC
159
Roble Belko & Company
Pennsylvania
$846K
MHR
160
Matthew Hamilton Rosenberg
$844K
CPIG
161
Chicago Partners Investment Group
Illinois
$839K
AIFAIM
162
American Institute for Advanced Investment Management
Arizona
$838K
WA
163
Win Advisors
Florida
$817K
KFP
164
KMG Fiduciary Partners
Ohio
$777K
BWA
165
BlueChip Wealth Advisors
Georgia
$776K
BFG
166
Beacon Financial Group
Texas
$776K
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$773K
EBWM
168
Eagle Bluffs Wealth Management
Missouri
$772K
WI
169
WBI Investments
New Jersey
$762K
PK
170
Pflug Koory
Nebraska
$758K
Creative Planning
171
Creative Planning
Kansas
$745K
AWA
172
Arkadios Wealth Advisors
Georgia
$745K
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$733K
NG
174
Novem Group
New York
$728K
FA
175
Fortis Advisors
Pennsylvania
$721K