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iShares Short Maturity Bond ETF

396 hedge funds and large institutions have $2.38B invested in iShares Short Maturity Bond ETF in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 174 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

51% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 115

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

6% more funds holding

Funds holding: 374396 (+22)

5% more capital invested

Capital invested by funds: $2.26B → $2.38B (+$115M)

0.1% more ownership

Funds ownership: 63.19%63.29% (+0.1%)

Holders
396
Holders Change
+22
Holders Change %
+5.88%
% of All Funds
4.82%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.21%
New
54
Increased
174
Reduced
115
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
226
Landaas & Company
Wisconsin
$544K +$545K +10,647 New
Cerity Partners
227
Cerity Partners
New York
$542K +$31.2K +610 +6%
JWM
228
JGP Wealth Management
Oregon
$535K +$3.07K +60 +0.6%
YWM
229
Yukon Wealth Management
Kansas
$530K +$531K +10,373 New
SFPG
230
Stonebridge Financial Planning Group
Florida
$530K +$38.5K +753 +8%
BWA
231
Boulder Wealth Advisors
Colorado
$529K -$247K -4,823 -32%
Creative Planning
232
Creative Planning
Kansas
$528K -$16K -313 -3%
IA
233
IFG Advisory
Georgia
$526K +$82.8K +1,618 +19%
HI
234
Hudock Inc
Pennsylvania
$525K +$7.22K +141 +1%
IAIM
235
International Assets Investment Management
Florida
$522K +$523K +10,217 New
AA
236
Armis Advisers
Georgia
$520K +$9.93K +194 +2%
ST
237
Smithfield Trust
Pennsylvania
$517K
CPIG
238
Chicago Partners Investment Group
Illinois
$517K +$9.32K +182 +2%
4WM
239
4J Wealth Management
Virginia
$516K
GKIM
240
GW&K Investment Management
Massachusetts
$513K +$7.99K +156 +2%
EH
241
Equitable Holdings
New York
$510K +$61.8K +1,208 +14%
Allspring Global Investments
242
Allspring Global Investments
North Carolina
$506K +$143K +2,800 +39%
AF
243
Aviso Financial
Ontario, Canada
$499K
AA
244
Ancora Advisors
Ohio
$499K -$203K -3,974 -29%
OP
245
ORG Partners
Indiana
$490K -$1.14M -22,318 -70%
PCS
246
Private Client Services
Kentucky
$487K +$2.76K +54 +0.6%
JAG
247
Journey Advisory Group
Kentucky
$487K +$235K +4,592 +93%
CSI
248
Cross Staff Investments
New York
$485K
PFA
249
Professional Financial Advisors
Nebraska
$482K +$483K +9,430 New
RWP
250
RWA Wealth Partners
Massachusetts
$480K +$7.53K +147 +2%

NEAR Hedge Fund Activity: Q4 2025 in Review

396 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2025, worth a combined $2.38B — up 5.1% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NEAR positions and 28 closed out — a net gain of 26 holders — while 174 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $33.5M. The largest seller was Bank of America, cutting an estimated $29.7M.

  • 396 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2025, up from 374 in Q3 2025.
  • Funds reported $2.38B of iShares Short Maturity Bond ETF stock for Q4 2025, up 5.1% quarter-over-quarter.
  • 54 funds opened new iShares Short Maturity Bond ETF positions in Q4 2025 and 28 closed out, a net change of +26 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2025 was BlackRock, an estimated $33.5M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2025 was Bank of America, an estimated $29.7M sold.

Based on aggregated 13F filings for Q4 2025.