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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
FHA
326
Flagship Harbor Advisors
Massachusetts
$210K -$868 -17 -0.4%
ISL
327
Ingalls & Snyder LLC
New York
$205K
CA
328
Clearstead Advisors
Ohio
$202K
AUB
329
Atlantic Union Bankshares
Virginia
$196K +$195K +3,822 New
CIAS
330
Capital Investment Advisory Services
North Carolina
$163K +$11.2K +220 +7%
BNP Paribas Financial Markets
331
BNP Paribas Financial Markets
France
$162K -$571K -11,176 -78%
MWA
332
Medallion Wealth Advisors
Connecticut
$152K -$6.03K -118 -4%
AF
333
Advisornet Financial
Minnesota
$145K +$62.3K +1,220 +76%
DIP
334
DT Investment Partners
Pennsylvania
$128K -$17.6M -344,519 -99%
SRCM
335
Signature Resources Capital Management
California
$117K
SIS
336
Sound Income Strategies
Florida
$114K +$97.4K +1,906 +597%
GWM
337
Geneos Wealth Management
Colorado
$106K -$40K -784 -28%
SWM
338
Spire Wealth Management
Virginia
$97.8K -$1.02K -20 -1%
ACA
339
Aptus Capital Advisors
Alabama
$83.9K -$120K -2,341 -59%
PS
340
Principal Securities
Iowa
$72.5K
VWWMG
341
Vermillion & White Wealth Management Group
Pennsylvania
$72.4K -$1.94K -38 -3%
CFO
342
CVA Family Office
Colorado
$57.3K
GEA
343
Glen Eagle Advisors
New Jersey
$57.2K
DCM
344
Davidson Capital Management
Texas
$55.6K -$31.6K -619 -36%
ITIM
345
Indiana Trust & Investment Management
Indiana
$47.9K
TFGT
346
TS Financial Group (TSFG)
Illinois
$46K
BCWM
347
Bartlett & Co Wealth Management
Ohio
$45.1K
LFA
348
LGT Financial Advisors
Texas
$38.3K
HC
349
Hurley Capital
New York
$34.4K +$358 +7 +1%
DF
350
Dunhill Financial
United Kingdom
$25.6K -$25.5K -500 Closed

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.