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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
PA
251
Parallel Advisors
California
$385K -$101K -1,986 -21%
ES
252
ETF Store
Kansas
$379K +$1.58K +31 +0.4%
IWS
253
Insight Wealth Strategies
California
$376K +$375K +7,339 New
IAS
254
Integrity Advisory Solutions
Texas
$370K +$369K +7,218 New
M1FG
255
Mach-1 Financial Group
Arkansas
$370K +$369K +7,218 New
PA
256
Pinnacle Associates
New York
$370K +$90.2K +1,765 +32%
Koshinski Asset Management
257
Koshinski Asset Management
Illinois
$365K -$194K -3,793 -35%
Allspring Global Investments
258
Allspring Global Investments
North Carolina
$364K +$363K +7,100 New
USCWA
259
U.S. Capital Wealth Advisors
Texas
$361K +$51 +1 +0%
NAM
260
NTV Asset Management
West Virginia
$359K -$255 -5 -0.1%
BP
261
BBR Partners
New York
$355K +$353K +6,918 New
MM
262
Meridian Management
Arkansas
$354K
WIM
263
Waycross Investment Management
Washington
$348K
OCM
264
Objective Capital Management
Ohio
$346K -$3.12K -61 -0.9%
IF
265
Intrua Financial
Texas
$346K
AWM
266
AE Wealth Management
Kansas
$346K +$292K +5,723 +559%
LFG
267
Larson Financial Group
Missouri
$337K +$306 +6 +0.1%
WCM
268
Windsor Capital Management
Arizona
$331K -$12.1K -237 -4%
FHC
269
First Heartland Consultants
Missouri
$330K +$12.8K +250 +4%
IA
270
IFP Advisors
Florida
$330K +$329K +6,436 New
AWS
271
Arkfeld Wealth Strategies
Nebraska
$327K -$153 -3 -0%
COCM
272
Charter Oak Capital Management
New Hampshire
$326K +$562 +11 +0.2%
WSCM
273
Wellington Shields Capital Management
New York
$317K
CFG
274
Clayton Financial Group
Missouri
$317K +$315K +6,173 New
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$316K +$204 +4 +0.1%

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.