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iShares Short Maturity Bond ETF
NEAR

375 hedge funds and large institutions have $2.1B invested in iShares Short Maturity Bond ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 125

3% more funds holding

Funds holding: 363 → 375 (+12)

3% more capital invested

Capital invested by funds: $2.05B → $2.1B (+$55.5M)

0.1% more ownership

Funds ownership: 63.38% → 63.48% (+0.1%)

38% less funds holding in top 10

Funds holding in top 10: 16 → 10 (-6)

Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
4.94%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
41
Increased
149
Reduced
125
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25M
2
Stifel Financial
Stifel Financial
Missouri
+$21.1M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$15.6M
4
Bank of America
Bank of America
North Carolina
+$14.4M
5
Wells Fargo
Wells Fargo
California
+$14.2M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$51.4M
2
NMG
New Millennium Group
Utah
-$23.5M
3
Raymond James Financial
Raymond James Financial
Florida
-$18.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$17.4M
5
FFP
Forbes Financial Planning
Rhode Island
-$6.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
351
Sound Income Strategies
Florida
$16.3K – – –
GWSG
352
GPS Wealth Strategies Group
Colorado
$15.3K – – –
BC
353
Barrett & Company
Rhode Island
$15.1K – – –
HT
354
Headlands Technologies
Illinois
$13.6K – – –
CSB
355
City State Bank
Iowa
$8.89K – – –
SAM
356
Smartleaf Asset Management
Massachusetts
$7.81K – – –
CSPIA
357
Cary Street Partners Investment Advisory
Virginia
$6.54K – – –
JFA
358
JNBA Financial Advisors
Minnesota
$6.49K +$51 +1 +0.8%
AIM
359
Anchor Investment Management
South Carolina
$6.39K – – –
AssetMark Inc
360
AssetMark Inc
California
$6.34K +$51 +1 +0.8%
EC
361
Elequin Capital
New York
$6.08K +$6.04K +119 New
CWM
362
Consultiva Wealth Management
Puerto Rico
$5.88K +$2.03K +40 +53%
BIG
363
Brooklyn Investment Group
New York
$5.52K +$5.49K +108 New
HFS
364
Hughes Financial Services
Virginia
$5.16K -$1.02K -20 -17%
HFS
365
Hopwood Financial Services
Virginia
$5.11K – – –
NEAM
366
New England Asset Management
Connecticut
$5.11K – – –
AAP
367
Arax Advisory Partners
Colorado
$4.86K +$51 +1 +1%
MAS
368
MPWM Advisory Solutions
Georgia
$4.53K +$51 +1 +1%
CIR
369
Clear Investment Research
Georgia
$4.5K +$51 +1 +1%
WAS
370
Winch Advisory Services
Wisconsin
$3.85K +$51 +1 +1%
NS
371
NBC Securities
Alabama
$2K – – –
GI
372
GAMMA Investing
California
$1.58K – – –
AWM
373
AllSquare Wealth Management
New York
$664 – – –
WSC
374
Wellington Shields & Co
New York
$562 +$559 +11 New
HWM
375
HighMark Wealth Management
Minnesota
$460 +$457 +9 New
12 13 14
15
16

NEAR Hedge Fund Activity: Q2 2025 in Review

375 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2025, worth a combined $2.1B — up 2.7% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NEAR positions and 25 closed out — a net gain of 16 holders — while 149 added to existing stakes and 125 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25M. The largest seller was Bramshill Investments, cutting an estimated $51.4M.

  • 375 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2025, up from 363 in Q1 2025.
  • Funds reported $2.1B of iShares Short Maturity Bond ETF stock for Q2 2025, up 2.7% quarter-over-quarter.
  • 41 funds opened new iShares Short Maturity Bond ETF positions in Q2 2025 and 25 closed out, a net change of +16 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $25M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2025 was Bramshill Investments, an estimated $51.4M sold.

Based on aggregated 13F filings for Q2 2025.