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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
Koshinski Asset Management
276
Koshinski Asset Management
Illinois
$363K
XPN
277
XY Planning Network
Montana
$360K +$361K +7,048 New
USCWA
278
U.S. Capital Wealth Advisors
Texas
$359K +$102 +2 +0%
ES
279
ETF Store
Kansas
$359K -$18.3K -357 -5%
PA
280
Parallel Advisors
California
$356K -$27K -527 -7%
MM
281
Meridian Management
Arkansas
$353K
MOS
282
MGO One Seven
Ohio
$352K +$352K +6,881 New
NAM
283
NTV Asset Management
West Virginia
$347K -$10.2K -200 -3%
WIM
284
Waycross Investment Management
Washington
$347K
IF
285
Intrua Financial
Texas
$345K
WAP
286
Wealthcare Advisory Partners
Pennsylvania
$345K +$30.1K +588 +10%
LFG
287
Larson Financial Group
Missouri
$336K +$461 +9 +0.1%
FHC
288
First Heartland Consultants
Missouri
$336K +$6.96K +136 +2%
SWA
289
Strategic Wealth Advisors
Arizona
$328K +$329K +6,421 New
AWS
290
Arkfeld Wealth Strategies
Nebraska
$328K +$614 +12 +0.2%
WCM
291
Windsor Capital Management
Arizona
$326K -$3.48K -68 -1%
BHBT
292
Burke & Herbert Bank & Trust
Virginia
$325K +$325K +6,352 New
MCC
293
Money Concepts Capital
Florida
$319K +$7.63K +149 +2%
WSCM
294
Wellington Shields Capital Management
New York
$316K
NF
295
Nikulski Financial
Iowa
$313K
SP
296
Symmetry Partners
Connecticut
$309K
MAG
297
Members Advisory Group
New York
$308K -$12.5M -244,229 -98%
PA
298
Pinnacle Associates
New York
$304K -$64.6K -1,262 -17%
COCM
299
Charter Oak Capital Management
New Hampshire
$304K -$20.7K -404 -6%
GI
300
GS Investments
Minnesota
$304K -$104K -2,025 -25%

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.