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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
Jones Financial Companies
176
Jones Financial Companies
Missouri
$981K
FFP
177
Forbes Financial Planning
Rhode Island
$973K
AQR Capital Management
178
AQR Capital Management
Connecticut
$970K
IAG
179
Investment Advisory Group
Massachusetts
$923K
LIP
180
Lynch Investment Planning
Pennsylvania
$919K
AI
181
Atria Investments
North Carolina
$909K
UCFA
182
United Capital Financial Advisors
Texas
$904K
WA
183
Win Advisors
Florida
$902K
KFP
184
KMG Fiduciary Partners
Ohio
$901K
LBC
185
Lane Brothers & Co
Arizona
$890K
NGA
186
Naples Global Advisors
Florida
$885K
CWAF
187
Core Wealth Advisors (Florida)
Florida
$884K
AIFAIM
188
American Institute for Advanced Investment Management
Arizona
$870K
KW
189
Keyvantage Wealth
Pennsylvania
$864K
LI
190
LVZ Inc
Michigan
$848K
NG
191
Novem Group
New York
$814K
FAT
192
First American Trust
California
$807K
RWB
193
RMR Wealth Builders
New Jersey
$795K
EBWM
194
Eagle Bluffs Wealth Management
Missouri
$782K
OCM
195
Objective Capital Management
Ohio
$769K
HW
196
Hancock Whitney
Mississippi
$747K
FA
197
Fortis Advisors
Pennsylvania
$740K
BFG
198
Beacon Financial Group
Texas
$729K
DC
199
Darrow Company
Massachusetts
$713K
CBT
200
Crews Bank & Trust
Florida
$709K