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iShares Short Maturity Bond ETF

363 hedge funds and large institutions have $2.05B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

18% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 114

4% more funds holding

Funds holding: 348363 (+15)

1.81% less ownership

Funds ownership: 65.19%63.38% (-1.8%)

18% less capital invested

Capital invested by funds: $2.5B → $2.05B (-$450M)

Holders
363
Holders Change
+15
Holders Change %
+4.31%
% of All Funds
4.87%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.21%
New
48
Increased
135
Reduced
114
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
251
Intrua Financial
Texas
$328K -$31.7K -625 -9%
KPWS
252
Kestra Private Wealth Services
Texas
$327K +$326K +6,432 New
OCM
253
Objective Capital Management
Ohio
$324K +$113K +2,230 +54%
PCM
254
Parsons Capital Management
Rhode Island
$324K -$16.1K -318 -5%
HI
255
Harbour Investments
Wisconsin
$324K -$25K -493 -7%
KA
256
Kovack Advisors
Florida
$323K -$356K -7,024 -53%
ACI
257
Alpha Cubed Investments
California
$319K
WSCM
258
Wellington Shields Capital Management
New York
$315K +$313K +6,184 New
WAP
259
Wealthcare Advisory Partners
Pennsylvania
$313K +$29.4K +580 +10%
COCM
260
Charter Oak Capital Management
New Hampshire
$312K -$11.7K -230 -4%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$309K -$84.1K -1,661 -21%
OAP
262
One Advisory Partners
Kansas
$309K
SP
263
Symmetry Partners
Connecticut
$307K
CIBC World Market
264
CIBC World Market
Ontario, Canada
$300K +$5.32K +105 +2%
NCM
265
New Capital Management
Texas
$298K +$13.6K +269 +5%
IC
266
Inscription Capital
Texas
$293K +$294K +5,800 New
BCI
267
Brinker Capital Investments
Pennsylvania
$292K -$36.9K -729 -11%
OPS
268
Orion Portfolio Solutions
Nebraska
$292K -$36.9K -729 -11%
IA
269
IFG Advisory
Georgia
$284K -$984K -19,421 -78%
GCWM
270
Guided Capital Wealth Management
Texas
$280K
JWA
271
JFS Wealth Advisors
Pennsylvania
$279K
CKAIS
272
Christensen King & Associates Investment Services
Washington
$278K +$963 +19 +0.3%
BEI
273
Benjamin Edwards Inc
Missouri
$271K +$2.18K +43 +0.8%
UB
274
Umpqua Bank
Oregon
$269K -$296K -5,842 -53%
GKWIM
275
Gerber Kawasaki Wealth & Investment Management
California
$268K +$36.4K +718 +16%

NEAR Hedge Fund Activity: Q1 2025 in Review

363 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2025, worth a combined $2.05B — down 18% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NEAR positions and 27 closed out — a net gain of 21 holders — while 135 added to existing stakes and 114 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $36.4M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 363 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $2.05B of iShares Short Maturity Bond ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 48 funds opened new iShares Short Maturity Bond ETF positions in Q1 2025 and 27 closed out, a net change of +21 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2025 was Summit Financial, an estimated $36.4M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2025 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.