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iShares Short Maturity Bond ETF

368 hedge funds and large institutions have $2.25B invested in iShares Short Maturity Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
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
Creative Planning
201
Creative Planning
Kansas
$546K
JWM
202
JGP Wealth Management
Oregon
$532K
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$525K
HI
204
Hudock Inc
Pennsylvania
$520K
4WM
205
4J Wealth Management
Virginia
$518K
ST
206
Smithfield Trust
Pennsylvania
$517K
GF
207
Gries Financial
Ohio
$516K
AA
208
Armis Advisers
Georgia
$514K
Cerity Partners
209
Cerity Partners
New York
$513K
OP
210
ORG Partners
Indiana
$512K
LIA
211
Luken Investment Analytics
Tennessee
$510K
CPIG
212
Chicago Partners Investment Group
Illinois
$510K
GKIM
213
GW&K Investment Management
Massachusetts
$506K
DWM
214
Dakota Wealth Management
Florida
$504K
AF
215
Aviso Financial
Ontario, Canada
$501K
SFPG
216
Stonebridge Financial Planning Group
Florida
$493K
CSI
217
Cross Staff Investments
New York
$486K
PCS
218
Private Client Services
Kentucky
$486K
Comerica Bank
219
Comerica Bank
Texas
$483K
CBT
220
Crews Bank & Trust
Florida
$478K
RWP
221
RWA Wealth Partners
Massachusetts
$474K
VH
222
Visionary Horizons
Tennessee
$462K
SCM
223
SOL Capital Management
Maryland
$454K
PA
224
PFG Advisors
Arizona
$451K
EH
225
Equitable Holdings
New York
$450K