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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
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
– -$5.29M -104,632 Closed
CFG
377
Clayton Financial Group
Missouri
– -$4.09M -80,333 Closed
SFG
378
Socha Financial Group
New York
– -$1.53M -30,057 Closed
FMWA
379
Forvis Mazars Wealth Advisors
Missouri
– -$951K -18,689 Closed
BF
380
BOK Financial
Oklahoma
– -$834K -16,387 Closed
LGWM
381
Litman Gregory Wealth Management
California
– -$591K -11,614 Closed
HF
382
HRT Financial
New York
– -$577K -11,361 Closed
SG
383
Stanich Group
New York
– -$548K -10,781 Closed
SPAS
384
Spectrum Planning & Advisory Services
California
– -$531K -10,441 Closed
PWMAG
385
Pinnacle Wealth Management Advisory Group
New Jersey
– -$478K -9,389 Closed
SI
386
Stephens Inc
Arkansas
– -$449K -8,835 Closed
GAG
387
GM Advisory Group
New York
– -$382K -7,507 Closed
PFM
388
Phillips Financial Management
Indiana
– -$345K -6,773 Closed
IC
389
Inscription Capital
Texas
– -$293K -5,800 Closed
BCI
390
Brinker Capital Investments
Pennsylvania
– -$292K -5,733 Closed
GJIA
391
Glass Jacobson Investment Advisors
Maryland
– -$87.8K -1,738 Closed
PPWM
392
PFG Private Wealth Management
Florida
– -$35.6K -700 Closed
HC
393
Hoese & Co
Minnesota
– -$30.5K -600 Closed
CRFG
394
Columbia River Financial Group
Washington
– -$25K -508 Closed
Jones Financial Companies
395
Jones Financial Companies
Missouri
– -$25.2K -495 Closed
FHA
396
First Horizon Advisors
Tennessee
– -$11.5K -227 Closed
GFPC
397
Global Financial Private Client
Florida
– -$10.2K -200 Closed
EB
398
Eastern Bank
Massachusetts
– -$6.21K -122 Closed
CWC
399
Carolinas Wealth Consulting
North Carolina
– -$3.71K -73 Closed
PA
400
PSI Advisors
Florida
– -$1.58K -31 Closed
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.