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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
KFA
351
Kelleher Financial Advisors
New York
$25.6K +$25.5K +500 New
FMP
352
Financial Management Professionals
Texas
$25.4K
FF
353
Friedenthal Financial
New Jersey
$25.4K +$2.91K +57 +13%
Jones Financial Companies
354
Jones Financial Companies
Missouri
$20.1K +$20K +392 New
GWSG
355
GPS Wealth Strategies Group
Colorado
$17.1K +$1.69K +33 +11%
BC
356
Barrett & Company
Rhode Island
$15.2K
CSB
357
City State Bank
Iowa
$8.92K
JFA
358
JNBA Financial Advisors
Minnesota
$6.58K +$51 +1 +0.8%
CSPIA
359
Cary Street Partners Investment Advisory
Virginia
$6.56K
AIM
360
Anchor Investment Management
South Carolina
$6.43K
CWM
361
Consultiva Wealth Management
Puerto Rico
$5.9K
AssetMark Inc
362
AssetMark Inc
California
$5.18K -$1.18K -23 -19%
HFS
363
Hughes Financial Services
Virginia
$5.17K
HFS
364
Hopwood Financial Services
Virginia
$5.13K
NEAM
365
New England Asset Management
Connecticut
$5.13K
MAS
366
MPWM Advisory Solutions
Georgia
$4.59K +$51 +1 +1%
CIR
367
Clear Investment Research
Georgia
$4.56K +$51 +1 +1%
PWA
368
Physician Wealth Advisors
Utah
$4.38K -$56.6K -1,108 -93%
RCM
369
Raleigh Capital Management
North Carolina
$4.1K +$4.09K +80 New
WAS
370
Winch Advisory Services
Wisconsin
$3.9K +$51 +1 +1%
NS
371
NBC Securities
Alabama
$2.67K
GI
372
GAMMA Investing
California
$1.59K
AWM
373
AllSquare Wealth Management
New York
$667
WSC
374
Wellington Shields & Co
New York
$564
HWM
375
HighMark Wealth Management
Minnesota
$466

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.