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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 %
BI
1
Bramshill Investments
Florida
$177M +$13.2M +259,730 +8%
Bank of America
2
Bank of America
North Carolina
$164M -$6.2M -121,947 -4%
Morgan Stanley
3
Morgan Stanley
New York
$136M -$10.3M -202,273 -7%
CCA
4
Clearwater Capital Advisors
Illinois
$133M +$3.16M +62,036 +2%
LPL Financial
5
LPL Financial
California
$122M +$10.1M +198,499 +9%
Wells Fargo
6
Wells Fargo
California
$118M +$19.6M +385,128 +20%
Raymond James Financial
7
Raymond James Financial
Florida
$68.2M +$512K +10,058 +0.8%
UBS Group
8
UBS Group
Switzerland
$57.7M +$2.73M +53,663 +5%
BlackRock
9
BlackRock
New York
$43M -$5.39M -105,988 -11%
Ameriprise
10
Ameriprise
Minnesota
$38.1M +$11M +216,744 +41%
SF
11
Summit Financial
New Jersey
$36.6M +$36.6M +718,511 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$35.8M +$8.71M +171,142 +32%
Renaissance Technologies
13
Renaissance Technologies
New York
$34.7M +$7.99M +157,000 +30%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$31.5M +$8.36M +164,435 +36%
DCM
15
Donaldson Capital Management
Indiana
$29.1M -$1.7M -33,490 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$28.9M +$6.99M +137,456 +32%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$28.6M +$3.24M +63,714 +13%
NMG
18
New Millennium Group
Utah
$23.6M +$23.6M +463,195 New
AP
19
Americana Partners
Texas
$19.2M +$19.2M +377,552 New
DIP
20
DT Investment Partners
Pennsylvania
$18.2M +$18.2M +358,372 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$17.9M -$427K -8,397 -2%
NA
22
NewEdge Advisors
Louisiana
$17.4M +$9.21M +181,053 +113%
MAG
23
Members Advisory Group
New York
$16.6M -$1.58M -31,001 -9%
UBP
24
Union Bancaire Privee
Switzerland
$16.6M -$49.6K -976 -0.3%
SAM
25
Securian Asset Management
Minnesota
$16.2M – – –
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