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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
FAM
326
Flaharty Asset Management
Florida
$246K
Susquehanna International Group
327
Susquehanna International Group
Pennsylvania
$245K +$246K +4,801 New
LWM
328
LongView Wealth Management
Georgia
$245K +$245K +4,786 New
EWA
329
Elevate Wealth Advisory
Georgia
$238K +$238K +4,648 New
AR
330
Apeiron RIA
Texas
$235K
AFP
331
Ausdal Financial Partners
Iowa
$233K -$390K -7,626 -63%
PAMG
332
Patton Albertson Miller Group
Tennessee
$231K -$9.37K -183 -4%
BTI
333
Blue Trust Inc
Georgia
$229K +$230K +4,488 New
OCA
334
OpenArc Corporate Advisory
Georgia
$229K +$229K +4,480 New
WFA
335
WestHill Financial Advisors
California
$229K
PTC
336
Private Trust Company
Ohio
$222K -$29.5K -577 -12%
Fidelity Investments
337
Fidelity Investments
Massachusetts
$221K +$11.9K +232 +6%
MFGM
338
Marshall Financial Group (Maryland)
Maryland
$220K -$23.3K -456 -10%
NCM
339
New Capital Management
Texas
$220K -$7.58K -148 -3%
QP
340
Quartz Partners
New York
$219K +$220K +4,288 New
PWMAG
341
Pinnacle Wealth Management Advisory Group
New Jersey
$218K -$65.8K -1,285 -23%
DWM
342
Denver Wealth Management
Colorado
$214K +$214K +4,180 New
FHA
343
Flagship Harbor Advisors
Massachusetts
$210K +$205 +4 +0.1%
Q1WB
344
Quest 10 Wealth Builders
Virginia
$209K -$17.7K -346 -8%
LCGC
345
Legacy Capital Group California
California
$209K -$30.3K -591 -13%
RFC
346
Regions Financial Corp
Alabama
$204K +$205K +4,000 New
William Blair & Company
347
William Blair & Company
Illinois
$204K +$205K +3,997 New
ISL
348
Ingalls & Snyder LLC
New York
$204K
AWA
349
Argos Wealth Advisors
California
$201K +$201K +3,934 New
AWA
350
A4 Wealth Advisors
North Carolina
$201K -$83.9K -1,638 -29%

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.