iShares Short Maturity Bond ETF

NEAR

Market cap $3.56B

Overview Fund Activity

51.27 USD

-0.02

0.04%

At close Updated Sep 18, 4:00 PM EDT

1 day

-0.04%

5 days

0.1%

1 month

0.45%

3 months

0.95%

6 months

1.08%

Year to date

1.59%

1 year

0.18%

5 years

2.27%

10 years

2.4%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

3% more funds holding

Funds holding: 359 [Q1] → 370 (+11) [Q2]

3% more capital invested

Capital invested by funds: $2.04B [Q1] → $2.09B (+$52.1M) [Q2]

0% more ownership

Funds ownership: 63.12% [Q1] → 63.13% (+0%) [Q2]

38% less funds holding in top 10

Funds holding in top 10: 16 [Q1] → 10 (-6) [Q2]

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Financial journalist opinion

NEAR: Trade-Off Between Liquidity And Duration

iShares Short Duration Bond Active ETF offers active management and broad diversification, focusing on US Treasuries, investment-grade bonds, and securitized assets to generate stable carry. Current macro environment favors short-duration bonds, with declining rates likely to support returns through carry and roll-down, though future yields may decline with rate cuts. The fund's risk is well managed, with low duration and strong diversification, minimizing idiosyncratic credit and liquidity risks for investors seeking low volatility.

NEAR: Trade-Off Between Liquidity And Duration

Zacks Investment Research

Cash Is King: Money-Market ETFs in Focus

Market uncertainty and high short-term yields put money-market ETFs like MINT, NEAR and ICSH in the spotlight for income and stability seekers.

Cash Is King: Money-Market ETFs in Focus

Ride High But Stay Dry: Why I'm Accumulating Cash As The Market Rebounds

The 10-Year Treasury yield signals that the market does not expect a recession in the near term. Current yield levels suggest inflation expectations remain elevated compared to recent years. Investors should interpret the bond market as pricing in persistent inflation rather than imminent economic contraction.

Ride High But Stay Dry: Why I'm Accumulating Cash As The Market Rebounds

NEAR: Still A Buy After The Rise In Rates

NEAR holds a mix of US Treasuries (39%), investment-grade corporates (25%), and asset-backed securities (16%), with a focus on high-quality, low-risk assets (71% rated AA or higher). The fund's 2-year duration introduces moderate rate sensitivity, leading to minor price declines with rising rates but offering upside potential in a falling rate environment. NEAR provides a 4.58% 30-day SEC yield and a 51 basis point option-adjusted spread (OAS) over equivalent treasuries, offering attractive risk-adjusted returns.

NEAR: Still A Buy After The Rise In Rates

NEAR: A Good Cash Parking Spot With Little Risk

iShares Short Duration Bond Active ETF is a good balance of risk and reward. The NEAR ETF primarily holds Treasuries. It's got a strong yield for the risk profile.

NEAR: A Good Cash Parking Spot With Little Risk

NEAR: Return Of The ZIRP

BlackRock Short Duration Bond ETF holds short-term securities. Unlike majority of the ETFs out there, this one is actively managed. BlackRock's Short Duration Portfolio Team is at the helm, steering this ship in response to the market and macro conditions.

NEAR: Return Of The ZIRP

iShares Hits $1 Trillion in Fixed Income ETFs Globally

Fixed income ETFs continue to gain traction globally. As of August 2024, the asset category managed $2.5 trillion in assets, with iShares managing $1 trillion alone.

iShares Hits $1 Trillion in Fixed Income ETFs Globally

NEAR ETF: Perfectly Aligned For Interest Rate Uncertainty

We think the BlackRock Short Duration Bond ETF is perfectly aligned to prosper in an uncertain interest rate environment. Although its low duration limits upside pricing prospects, it costs a compelling dividend yield. The ETF's inclusion of high-quality corporate bonds likely enhances its yield potential while diversifying risk.

NEAR: Revisiting This BlackRock Fund After The Mandate Change (Rating Upgrade)

The ETF has transformed itself from a cash-like fund to one holding riskier assets with a higher duration profile of 1.92 years. NEAR's price sensitivity has increased due to its extended duration. The fund is positioned to benefit if interest rates decrease. Despite the increase in the fund's duration, the credit profile for the name is very benign, with most holdings falling in the AAA or AA ratings band.

Not So NEAR To Our Heart Anymore As Distribution Cuts Loom (Rating Downgrade)

BlackRock Short Duration Bond ETF is an actively managed fund with low credit and interest rate risk. The NEAR fund aims to meet the current income needs of its unitholders, by investing in short-term, USD denominated securities. We had previously rated the NEAR ETF as a Buy.

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