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iShares Short Maturity Bond ETF

374 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, 123 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 123

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

8% more capital invested

Capital invested by funds: $2.1B → $2.26B (+$162M)

0% less funds holding

Funds holding: 375374 (-1)

0.28% less ownership

Funds ownership: 63.48%63.19% (-0.28%)

Holders
374
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.91%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
37
Increased
156
Reduced
123
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
SOL Capital Management
Maryland
$454K
PA
227
PFG Advisors
Arizona
$451K -$16K -314 -3%
EH
228
Equitable Holdings
New York
$450K -$42.2K -826 -9%
IA
229
IFG Advisory
Georgia
$445K -$34.1K -667 -7%
SWP
230
Summit Wealth Partners
Florida
$437K -$3.83K -75 -0.9%
SG
231
Stanich Group
New York
$427K +$425K +8,322 New
TWP
232
Tyche Wealth Partners
Texas
$427K -$53.6K -1,050 -11%
BWCS
233
Beirne Wealth Consulting Services
Connecticut
$423K -$613 -12 -0.1%
AWE
234
Avidian Wealth Enterprises
Texas
$423K -$715 -14 -0.2%
AFG
235
Atomi Financial Group
New York
$418K +$207K +4,046 +99%
SG
236
Somerset Group
Minnesota
$418K
SFS
237
Sowell Financial Services
Arkansas
$417K +$4.39K +86 +1%
BFA
238
Beacon Financial Advisory
Ohio
$414K +$175K +3,428 +74%
NFSG
239
Newbridge Financial Services Group
Florida
$413K +$220K +4,307 +115%
OPWM
240
Oxinas Partners Wealth Management
Indiana
$413K -$26.6K -521 -6%
SFG
241
Shum Financial Group
California
$411K +$410K +8,017 New
CA
242
CoreCap Advisors
Michigan
$408K +$254K +4,965 +165%
GI
243
GS Investments
Minnesota
$408K
PWS
244
Physician Wealth Solutions
Nevada
$405K +$204 +4 +0.1%
CC
245
Courier Capital
New York
$401K -$143K -2,800 -26%
Goldman Sachs
246
Goldman Sachs
New York
$398K -$189K -3,696 -32%
PCM
247
Parsons Capital Management
Rhode Island
$394K +$67.4K +1,320 +21%
KeyBank National Association
248
KeyBank National Association
Ohio
$392K +$27.6K +540 +8%
HI
249
Harbour Investments
Wisconsin
$392K +$6.23K +122 +2%
NC
250
North Capital
Utah
$385K +$51 +1 +0%

NEAR Hedge Fund Activity: Q3 2025 in Review

374 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2025, worth a combined $2.26B — up 7.7% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NEAR positions and 32 closed out — a net gain of 5 holders — while 156 added to existing stakes and 123 trimmed.

The largest buyer was BlackRock, adding an estimated $31.2M. The largest seller was Summit Financial, cutting an estimated $17.8M.

  • 374 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2025, down from 375 in Q2 2025.
  • Funds reported $2.26B of iShares Short Maturity Bond ETF stock for Q3 2025, up 7.7% quarter-over-quarter.
  • 37 funds opened new iShares Short Maturity Bond ETF positions in Q3 2025 and 32 closed out, a net change of +5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2025 was BlackRock, an estimated $31.2M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2025 was Summit Financial, an estimated $17.8M sold.

Based on aggregated 13F filings for Q3 2025.