NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

370 hedge funds and large institutions have $2.09B invested in iShares Short Maturity Bond ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+11
Holders Change %
+3.06%
% of All Funds
4.96%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
41
Increased
148
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$162M
2
Stifel Financial
Stifel Financial
Missouri
$33.1M
3
Corient Private Wealth
Corient Private Wealth
Florida
$15.7M
4
Bank of America
Bank of America
North Carolina
$179M
5
Wells Fargo
Wells Fargo
California
$133M

Top Sellers

1
BI
Bramshill Investments
Florida
$126M
2
NMG
New Millennium Group
Utah
$58.6K
3
Raymond James Financial
Raymond James Financial
Florida
$49.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$17.3M
5
FFP
Forbes Financial Planning
Rhode Island
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
251
Kestra Private Wealth Services
Texas
$343K +$14.2K +277 +4%
WCM
252
Windsor Capital Management
Arizona
$342K -$12.3K -240 -3%
VH
253
Visionary Horizons
Tennessee
$339K +$339K +6,634 New
LFG
254
Larson Financial Group
Missouri
$335K +$358 +7 +0.1%
NF
255
Nikulski Financial
Iowa
$334K – – –
AWS
256
Arkfeld Wealth Strategies
Nebraska
$325K -$2.28M -44,924 -88%
PCM
257
Parsons Capital Management
Rhode Island
$325K -$613 -12 -0.2%
COCM
258
Charter Oak Capital Management
New Hampshire
$324K +$10.6K +207 +3%
FHC
259
First Heartland Consultants
Missouri
$316K +$51.7K +1,011 +20%
WSCM
260
Wellington Shields Capital Management
New York
$316K – – –
WAP
261
Wealthcare Advisory Partners
Pennsylvania
$315K +$153 +3 +0%
MCC
262
Money Concepts Capital
Florida
$310K +$310K +6,070 New
OAP
263
One Advisory Partners
Kansas
$309K – – –
SP
264
Symmetry Partners
Connecticut
$309K – – –
CCMG
265
Clark Capital Management Group
Pennsylvania
$307K -$267K -5,221 -47%
GRP
266
Global Retirement Partners
California
$293K +$293K +5,730 New
VW
267
Vance Wealth
California
$291K -$57.4K -1,123 -16%
KA
268
Kovack Advisors
Florida
$282K -$42.1K -823 -13%
CKAIS
269
Christensen King & Associates Investment Services
Washington
$281K +$1.48K +29 +0.5%
GCWM
270
Guided Capital Wealth Management
Texas
$281K – – –
JWA
271
JFS Wealth Advisors
Pennsylvania
$280K – – –
TA
272
TrueWealth Advisors
Alabama
$279K +$74.2K +1,453 +36%
PA
273
Pinnacle Associates
New York
$279K -$284K -5,565 -51%
SVWG
274
Shared Vision Wealth Group
United States
$278K +$278K +5,453 New
AFP
275
Ausdal Financial Partners
Iowa
$278K +$278K +5,441 New
9 10
11
12 13