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iShares Short Maturity Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$162M
2
Stifel Financial
Stifel Financial
Missouri
$33.1M
3
Corient Private Wealth
Corient Private Wealth
Florida
$15.7M
4
Bank of America
Bank of America
North Carolina
$179M
5
Wells Fargo
Wells Fargo
California
$133M

Top Sellers

1
BI
Bramshill Investments
Florida
$126M
2
NMG
New Millennium Group
Utah
$58.6K
3
Raymond James Financial
Raymond James Financial
Florida
$49.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$17.3M
5
FFP
Forbes Financial Planning
Rhode Island
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIPI
176
Vista Investment Partners II
Indiana
$708K +$708K +13,864 New
AA
177
Ancora Advisors
Ohio
$702K -$101K -1,970 -13%
KWS
178
Keystone Wealth Services
California
$694K +$694K +13,583 New
FTS
179
Fifth Third Securities
Ohio
$672K -$123K -2,415 -16%
CWM
180
Centurion Wealth Management
Virginia
$669K -$16.5K -322 -2%
DC
181
Darrow Company
Massachusetts
$669K -$10.1K -198 -1%
CAL
182
Capital Analysts LLC
Pennsylvania
$659K -$21.4K -418 -3%
CAGAS
183
Capital Advisory Group Advisory Services
Minnesota
$637K – – –
DWM
184
Dakota Wealth Management
Florida
$622K -$51.1K -1,000 -8%
FMTC
185
Farmers & Merchants Trust Company
California
$622K +$221K +4,320 +55%
FAT
186
First American Trust
California
$619K +$51.6K +1,009 +9%
SFPG
187
Stonebridge Financial Planning Group
Florida
$609K -$13.1K -256 -2%
ST
188
Smithfield Trust
Pennsylvania
$601K -$644K -12,577 -52%
TWA
189
TCI Wealth Advisors
Arizona
$599K -$4.85K -95 -0.8%
JWCA
190
J.W. Cole Advisors
Florida
$591K +$223K +4,373 +61%
AF
191
Aviso Financial
Ontario, Canada
$588K +$588K +11,500 New
Goldman Sachs
192
Goldman Sachs
New York
$585K +$585K +11,452 New
Cerity Partners
193
Cerity Partners
New York
$572K – – –
VFG
194
Valley Financial Group
Pennsylvania
$569K -$358 -7 -0.1%
Koshinski Asset Management
195
Koshinski Asset Management
Illinois
$557K -$40.4K -791 -7%
CSI
196
Cross Staff Investments
New York
$545K -$41.4K -810 -7%
CC
197
Courier Capital
New York
$543K – – –
HI
198
Hudock Inc
Pennsylvania
$537K -$5.72K -112 -1%
JWM
199
JGP Wealth Management
Oregon
$529K -$555K -10,857 -51%
MFG
200
Merit Financial Group
Georgia
$526K +$13.2K +259 +3%
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