NEAR icon

iShares Short Maturity Bond ETF

372 hedge funds and large institutions have $2.26B invested in iShares Short Maturity Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 156 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$31.3M
2 +$25.1M
3 +$19.5M
4
LPL Financial
LPL Financial
California
+$12.2M
5
Morgan Stanley
Morgan Stanley
New York
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
201
Stonebridge Financial Group
Pennsylvania
$559K
MFG
202
Merit Financial Group
Georgia
$557K
Creative Planning
203
Creative Planning
Kansas
$546K
JWM
204
JGP Wealth Management
Oregon
$532K
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$525K
HI
206
Hudock Inc
Pennsylvania
$520K
4WM
207
4J Wealth Management
Virginia
$518K
ST
208
Smithfield Trust
Pennsylvania
$517K
GF
209
Gries Financial
Ohio
$516K
AA
210
Armis Advisers
Georgia
$514K
Cerity Partners
211
Cerity Partners
New York
$513K
OP
212
ORG Partners
Indiana
$512K
LIA
213
Luken Investment Analytics
Tennessee
$510K
CPIG
214
Chicago Partners Investment Group
Illinois
$510K
GKIM
215
GW&K Investment Management
Massachusetts
$506K
DWM
216
Dakota Wealth Management
Florida
$504K
AF
217
Aviso Financial
Ontario, Canada
$501K
SFPG
218
Stonebridge Financial Planning Group
Florida
$493K
CSI
219
Cross Staff Investments
New York
$486K
PCS
220
Private Client Services
Kentucky
$486K
Comerica Bank
221
Comerica Bank
Texas
$483K
CBT
222
Crews Bank & Trust
Florida
$478K
RWP
223
RWA Wealth Partners
Massachusetts
$474K
VH
224
Visionary Horizons
Tennessee
$462K
SCM
225
SOL Capital Management
Maryland
$454K