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iShares Short Maturity Bond ETF
NEAR

363 hedge funds and large institutions have $2.05B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

18% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 114

4% more funds holding

Funds holding: 348 → 363 (+15)

1.81% less ownership

Funds ownership: 65.19% → 63.38% (-1.8%)

18% less capital invested

Capital invested by funds: $2.5B → $2.05B (-$450M)

Holders
363
Holders Change
+15
Holders Change %
+4.31%
% of All Funds
4.87%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.21%
New
48
Increased
135
Reduced
114
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
+$36.4M
2
NMG
New Millennium Group
Utah
+$23.5M
3
Wells Fargo
Wells Fargo
California
+$19.5M
4
AP
Americana Partners
Texas
+$19.1M
5
DIP
DT Investment Partners
Pennsylvania
+$18.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$10.2M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$7.82M
3
KAS
Kestra Advisory Services
Texas
-$7.37M
4
EP
Essential Planning
New Hampshire
-$6.28M
5
Bank of America
Bank of America
North Carolina
-$6.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
351
Hughes Financial Services
Virginia
$6.13K +$6.13K +121 New
HIIFS
352
Harel Insurance Investments & Financial Services
Israel
$6K – – –
NEAM
353
New England Asset Management
Connecticut
$5.09K – – –
HFS
354
Hopwood Financial Services
Virginia
$5.09K +$5.07K +100 New
AAP
355
Arax Advisory Partners
Colorado
$4.78K +$4.76K +94 New
MAS
356
MPWM Advisory Solutions
Georgia
$4.46K +$51 +1 +1%
CIR
357
Clear Investment Research
Georgia
$4.43K -$405 -8 -8%
CWM
358
Consultiva Wealth Management
Puerto Rico
$3.81K +$3.8K +75 New
WAS
359
Winch Advisory Services
Wisconsin
$3.79K – – –
CWC
360
Carolinas Wealth Consulting
North Carolina
$3.71K +$355 +7 +11%
NS
361
NBC Securities
Alabama
$2K +$2.63K +52 New
PA
362
PSI Advisors
Florida
$1.58K – – –
GI
363
GAMMA Investing
California
$1.58K +$1.57K +31 New
AWM
364
AllSquare Wealth Management
New York
$661 – – –
Corient Private Wealth
365
Corient Private Wealth
Florida
– -$139K -344,302 Closed
EP
366
Essential Planning
New Hampshire
– -$6.28M -123,760 Closed
Susquehanna International Group
367
Susquehanna International Group
Pennsylvania
– -$1.54M -30,420 Closed
SAS
368
Sage Advisory Services
Texas
– -$1.53M -30,265 Closed
NAS
369
NWF Advisory Services
California
– -$526K -10,416 Closed
PFT
370
Providence First Trust
Arizona
– -$412K -8,152 Closed
BFPW
371
BOK Financial Private Wealth
Colorado
– -$366K -7,249 Closed
IAA
372
Independent Advisor Alliance
North Carolina
– -$278K -5,500 Closed
MIH
373
Meitav Investment House
Israel
– -$257K -5,103 Closed
CPIA
374
Cornell Pochily Investment Advisors
New York
– -$235K -4,654 Closed
KPWG
375
KFA Private Wealth Group
Virginia
– -$223K -4,416 Closed
12 13 14
15
16

NEAR Hedge Fund Activity: Q1 2025 in Review

363 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2025, worth a combined $2.05B — down 18% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NEAR positions and 27 closed out — a net gain of 21 holders — while 135 added to existing stakes and 114 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $36.4M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 363 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $2.05B of iShares Short Maturity Bond ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 48 funds opened new iShares Short Maturity Bond ETF positions in Q1 2025 and 27 closed out, a net change of +21 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2025 was Summit Financial, an estimated $36.4M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2025 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.