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iShares Short Maturity Bond ETF

393 hedge funds and large institutions have $2.37B invested in iShares Short Maturity Bond ETF in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 174 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M
BCMIO
152
Beacon Capital Management Inc (Ohio)
Ohio
$1.38M
VIPI
153
Vista Investment Partners II
Indiana
$1.38M
MW
154
Members Wealth
Pennsylvania
$1.36M
JAA
155
Joel Adams & Associates
North Carolina
$1.34M
FF
156
Financial Futures
New Jersey
$1.33M
WIA
157
World Investment Advisors
California
$1.31M
LIM
158
Leavell Investment Management
Alabama
$1.29M
OPCM
159
Osborne Partners Capital Management
California
$1.25M
SIM
160
Stratos Investment Management
Ohio
$1.25M
AWM
161
Apex Wealth Management
New Hampshire
$1.2M
MFF
162
Michels Family Financial
Texas
$1.19M
IWC
163
Infinity Wealth Counsel
Ohio
$1.18M
CAL
164
Capital Advisors Ltd
Ohio
$1.16M
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$1.13M
PA
166
Planning Alternatives
Michigan
$1.12M
MA
167
Mutual Advisors
Nebraska
$1.12M
GWAM
168
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.11M
WIM
169
Westside Investment Management
California
$1.1M
LOPW
170
Live Oak Private Wealth
North Carolina
$1.04M
CWM
171
Centurion Wealth Management
Virginia
$1.04M
CIBC World Market
172
CIBC World Market
Ontario, Canada
$1.03M
HG
173
Herbst Group
Connecticut
$1.02M
PFPG
174
Pinnacle Financial Partners (Georgia)
Georgia
$1.01M
AWM
175
AE Wealth Management
Kansas
$982K