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iShares Short Maturity Bond ETF
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Overview Fund Activity

359 hedge funds and large institutions have $2.04B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+13
Holders Change %
+3.76%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
47
Increased
134
Reduced
112
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$36.6M
2
NMG
New Millennium Group
Utah
+$23.6M
3
Wells Fargo
Wells Fargo
California
+$19.6M
4
AP
Americana Partners
Texas
+$19.2M
5
DIP
DT Investment Partners
Pennsylvania
+$18.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$7.86M
3
KAS
Kestra Advisory Services
Texas
-$7.4M
4
EP
Essential Planning
New Hampshire
-$6.28M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
201
Merit Financial Group
Georgia
$511K +$511K +10,043 New
AA
202
Armis Advisers
Georgia
$499K +$3.66K +72 +0.7%
PA
203
Parallel Advisors
California
$498K -$987K -19,408 -66%
GKIM
204
GW&K Investment Management
Massachusetts
$493K +$6.36K +125 +1%
FFN
205
Focus Financial Network
Minnesota
$487K +$487K +9,582 New
PK
206
Pflug Koory
Nebraska
$486K +$103K +2,018 +27%
CBT
207
Crews Bank & Trust
Florida
$480K – – –
PWMAG
208
Pinnacle Wealth Management Advisory Group
New Jersey
$478K +$172K +3,385 +56%
Creative Planning
209
Creative Planning
Kansas
$476K +$476K +9,347 New
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$474K -$7.74K -153 -2%
EH
211
Equitable Holdings
New York
$460K +$131K +2,575 +40%
RWP
212
RWA Wealth Partners
Massachusetts
$460K +$3.36K +66 +0.7%
AWS
213
Atria Wealth Solutions
New York
$459K -$631K -12,411 -58%
SI
214
Stephens Inc
Arkansas
$449K -$501K -9,855 -53%
SCM
215
SOL Capital Management
Maryland
$448K – – –
Comerica Bank
216
Comerica Bank
Texas
$448K -$687K -13,499 -61%
SWP
217
Summit Wealth Partners
Florida
$446K -$26.6K -522 -6%
ES
218
ETF Store
Kansas
$443K -$65.7K -1,292 -13%
SG
219
Somerset Group
Minnesota
$415K – – –
SFS
220
Sowell Financial Services
Arkansas
$409K +$409K +8,043 New
GI
221
GS Investments
Minnesota
$405K -$25.4K -500 -6%
PWS
222
Physician Wealth Solutions
Nevada
$402K +$203 +4 +0.1%
FMTC
223
Farmers & Merchants Trust Company
California
$400K +$8.39K +165 +2%
BWCS
224
Beirne Wealth Consulting Services
Connecticut
$397K -$8.9K -175 -2%
NC
225
North Capital
Utah
$384K +$384K +7,543 New
7 8
9
10 11