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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
MFA
301
Mayflower Financial Advisors
Massachusetts
$259K
AF
302
Allworth Financial
California
$256K
Northern Trust
303
Northern Trust
Illinois
$256K
Bank of New York Mellon
304
Bank of New York Mellon
New York
$256K -$106K -2,078 -29%
Barclays
305
Barclays
United Kingdom
$255K
JAG
306
Journey Advisory Group
Kentucky
$253K -$150K -2,940 -37%
PTC
307
Private Trust Company
Ohio
$252K +$3.98K +78 +2%
GKWIM
308
Gerber Kawasaki Wealth & Investment Management
California
$252K -$10.2K -200 -4%
WFS
309
WealthGarden F.S.
California
$252K -$12K -235 -5%
SC
310
Scotia Capital
Ontario, Canada
$251K
FAM
311
Flaharty Asset Management
Florida
$247K
MFGM
312
Marshall Financial Group (Maryland)
Maryland
$245K +$8.58K +168 +4%
PAMG
313
Patton Albertson Miller Group
Tennessee
$241K
LCGC
314
Legacy Capital Group California
California
$240K -$102 -2 -0%
BDFN
315
Bond & Devick Financial Network
Minnesota
$239K +$238K +4,661 New
FWSM
316
First Wilshire Securities Management
California
$237K
AR
317
Apeiron RIA
Texas
$236K -$5.26K -103 -2%
WFA
318
WestHill Financial Advisors
California
$230K +$5.67K +111 +3%
NCM
319
New Capital Management
Texas
$228K -$18.4K -361 -7%
Q1WB
320
Quest 10 Wealth Builders
Virginia
$228K -$2.35K -46 -1%
HW
321
Hancock Whitney
Mississippi
$227K +$226K +4,433 New
BFA
322
Bragg Financial Advisors
North Carolina
$225K +$224K +4,386 New
IWC
323
Integrated Wealth Concepts
Massachusetts
$218K -$269K -5,269 -55%
DADC
324
D.A. Davidson & Co
Montana
$212K -$25.5K -500 -11%
Fidelity Investments
325
Fidelity Investments
Massachusetts
$210K +$25.4K +498 +14%

NEAR Hedge Fund Activity: Q3 2025 in Review

374 of the 7,619 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.