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

Top Sellers

1
BI
1
Bramshill Investments
Florida
$126M
2
NMG
2
New Millennium Group
Utah
$58.6K
3
Raymond James Financial
3
Raymond James Financial
Florida
$49.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$17.3M
5
FFP
5
Forbes Financial Planning
Rhode Island
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
201
4J Wealth Management
Virginia
$521K – – –
SF
202
Synovus Financial
Georgia
$519K +$312K +6,098 +150%
YWM
203
Yukon Wealth Management
Kansas
$516K +$516K +10,093 New
GF
204
Gries Financial
Ohio
$514K – – –
LIA
205
Luken Investment Analytics
Tennessee
$509K +$134K +2,616 +36%
AA
206
Armis Advisers
Georgia
$507K +$7.68K +151 +2%
TC
207
TownSquare Capital
Utah
$503K -$255K -4,989 -34%
QCM
208
Quantinno Capital Management
New York
$500K +$500K +9,779 New
GKIM
209
GW&K Investment Management
Massachusetts
$499K +$4.09K +80 +0.8%
FFN
210
Focus Financial Network
Minnesota
$499K +$9.1K +178 +2%
EH
211
Equitable Holdings
New York
$491K +$28.2K +552 +6%
IWC
212
Integrated Wealth Concepts
Massachusetts
$487K +$231K +4,530 +91%
PA
213
Parallel Advisors
California
$485K -$16.1K -315 -3%
TWP
214
Tyche Wealth Partners
Texas
$479K -$50.9K -997 -10%
FF
215
Financial Futures
New Jersey
$479K +$479K +9,364 New
IA
216
IFG Advisory
Georgia
$477K +$192K +3,763 +67%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$477K -$1.53K -30 -0.3%
CBT
218
Crews Bank & Trust
Florida
$477K -$5.37K -105 -1%
RWP
219
RWA Wealth Partners
Massachusetts
$467K +$5.42K +106 +1%
PCS
220
Private Client Services
Kentucky
$466K +$115K +2,252 +33%
PA
221
PFG Advisors
Arizona
$465K -$404K -7,903 -46%
SCM
222
SOL Capital Management
Maryland
$452K +$2.04K +40 +0.5%
Comerica Bank
223
Comerica Bank
Texas
$443K -$6.64K -130 -1%
SWP
224
Summit Wealth Partners
Florida
$439K -$8.38K -164 -2%
OPWM
225
Oxinas Partners Wealth Management
Indiana
$438K -$150K -2,938 -26%
7 8
9
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