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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
AP
351
Advisors Preferred
Maryland
$200K +$201K +3,919 New
SWM
352
Spire Wealth Management
Virginia
$200K +$102K +2,000 +105%
BFP
353
Birchwood Financial Partners
Minnesota
$198K +$198K +3,877 New
AUB
354
Atlantic Union Bankshares
Virginia
$195K
CIAS
355
Capital Investment Advisory Services
North Carolina
$160K -$2.46K -48 -2%
AF
356
Advisornet Financial
Minnesota
$150K +$5.68K +111 +4%
JP Morgan Chase
357
JP Morgan Chase
New York
$150K -$2.02M -39,369 -93%
MWA
358
Medallion Wealth Advisors
Connecticut
$149K -$2.61K -51 -2%
WSC
359
Wellington Shields & Co
New York
$135K +$135K +2,635 +23,955%
GWM
360
Geneos Wealth Management
Colorado
$117K +$11.8K +231 +11%
SRCM
361
Signature Resources Capital Management
California
$117K
US Bancorp
362
US Bancorp
Minnesota
$102K +$102K +2,000 New
CFG
363
Clayton Financial Group
Missouri
$102K -$214K -4,174 -68%
MPW
364
MASECO Private Wealth
$87.8K +$87.9K +1,718 New
VWWMG
365
Vermillion & White Wealth Management Group
Pennsylvania
$72.5K +$307 +6 +0.4%
SIS
366
Sound Income Strategies
Florida
$61.5K -$52.3K -1,022 -46%
GEA
367
Glen Eagle Advisors
New Jersey
$57K
DCM
368
Davidson Capital Management
Texas
$55.4K
TFGT
369
TS Financial Group (TSFG)
Illinois
$46K
MCM
370
MidAtlantic Capital Management
Virginia
$45.8K +$45.9K +897 New
BCWM
371
Bartlett & Co Wealth Management
Ohio
$45K
ITIM
372
Indiana Trust & Investment Management
Indiana
$40.6K -$7.17K -140 -15%
LFA
373
LGT Financial Advisors
Texas
$38.2K
HC
374
Hurley Capital
New York
$34.8K +$563 +11 +2%
GFA
375
Godfrey Financial Associates
New York
$34.5K +$34.6K +676 New

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.