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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
VW
301
Vance Wealth
California
$301K +$5.99K +117 +2%
SFG
302
Shum Financial Group
California
$289K -$121K -2,368 -30%
CKAIS
303
Christensen King & Associates Investment Services
Washington
$285K +$2.1K +41 +0.7%
FFA
304
Founders Financial Alliance
North Carolina
$285K +$1.23K +24 +0.4%
ASN
305
Advisory Services Network
Georgia
$283K -$19.1K -374 -6%
JWA
306
JFS Wealth Advisors
Pennsylvania
$280K
BA
307
Blueline Advisors
New Hampshire
$279K +$280K +5,462 New
TA
308
TrueWealth Advisors
Alabama
$279K
GCWM
309
Guided Capital Wealth Management
Texas
$272K -$9.01K -176 -3%
WWM
310
Western Wealth Management
Colorado
$267K -$1.89K -37 -0.7%
PCMU
311
Paragon Capital Management (Utah)
Utah
$265K -$23.7K -463 -8%
CG
312
Caprock Group
Idaho
$265K -$5.94K -116 -2%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$263K -$12.6K -247 -5%
IWS
314
Insight Wealth Strategies
California
$263K -$112K -2,189 -30%
ACI
315
Alpha Cubed Investments
California
$262K
MFS
316
Madrona Financial Services
Washington
$262K
FPW
317
Flagship Private Wealth
Massachusetts
$260K +$1.07K +21 +0.4%
TF
318
Tompkins Financial
New York
$259K +$259K +5,063 New
MFA
319
Mayflower Financial Advisors
Massachusetts
$258K
AF
320
Allworth Financial
California
$256K
Barclays
321
Barclays
United Kingdom
$254K
CA
322
Clearstead Advisors
Ohio
$252K +$50.2K +980 +25%
WFS
323
WealthGarden F.S.
California
$251K
SC
324
Scotia Capital
Ontario, Canada
$250K
PA
325
PFG Advisors
Arizona
$249K -$200K -3,912 -44%

NEAR Hedge Fund Activity: Q4 2025 in Review

396 of the 8,223 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.