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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
NF
276
Nikulski Financial
Iowa
$315K -$20.4K -400 -6%
MCC
277
Money Concepts Capital
Florida
$313K +$1.33K +26 +0.4%
GRP
278
Global Retirement Partners
California
$312K +$18.5K +362 +6%
SP
279
Symmetry Partners
Connecticut
$310K
ASN
280
Advisory Services Network
Georgia
$303K -$88.8K -1,739 -23%
VW
281
Vance Wealth
California
$296K +$4.6K +90 +2%
PCMU
282
Paragon Capital Management (Utah)
Utah
$290K -$57K -1,116 -17%
AWA
283
A4 Wealth Advisors
North Carolina
$285K +$284K +5,566 New
NMG
284
New Millennium Group
Utah
$285K +$226K +4,419 +386%
PWMAG
285
Pinnacle Wealth Management Advisory Group
New Jersey
$285K +$284K +5,557 New
FFA
286
Founders Financial Alliance
North Carolina
$284K +$5.62K +110 +2%
CKAIS
287
Christensen King & Associates Investment Services
Washington
$284K +$1.43K +28 +0.5%
KA
288
Kovack Advisors
Florida
$283K -$562 -11 -0.2%
GCWM
289
Guided Capital Wealth Management
Texas
$282K
SVWG
290
Shared Vision Wealth Group
United States
$282K +$1.84K +36 +0.7%
JWA
291
JFS Wealth Advisors
Pennsylvania
$281K
TA
292
TrueWealth Advisors
Alabama
$280K
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$277K -$201K -3,939 -42%
FFA
294
Farther Finance Advisors
California
$275K +$20.8K +408 +8%
CG
295
Caprock Group
Idaho
$271K +$271K +5,296 New
WWM
296
Western Wealth Management
Colorado
$270K +$1.79K +35 +0.7%
FWM
297
Fortress Wealth Management
California
$268K +$919 +18 +0.3%
ACI
298
Alpha Cubed Investments
California
$263K
MFS
299
Madrona Financial Services
Washington
$263K
FPW
300
Flagship Private Wealth
Massachusetts
$260K +$31.5K +616 +14%

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.