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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
FAIM
376
Financial Advocates Investment Management
Washington
-$2.46M -48,044 Closed
Jane Street
377
Jane Street
New York
-$2.3M -45,100 Closed
Mirae Asset Global Investments
378
Mirae Asset Global Investments
South Korea
-$1.11M -21,683 Closed
OMC
379
Old Mission Capital
Illinois
-$1.1M -21,620 Closed
WRPWM
380
Werba Rubin Papier Wealth Management
California
-$867K -16,964 Closed
KWS
381
Keystone Wealth Services
California
-$694K -13,583 Closed
SF
382
Synovus Financial
Georgia
-$519K -10,165 Closed
YWM
383
Yukon Wealth Management
Kansas
-$516K -10,093 Closed
TC
384
TownSquare Capital
Utah
-$503K -9,849 Closed
QCM
385
Quantinno Capital Management
New York
-$500K -9,779 Closed
CPRC
386
Consolidated Portfolio Review Corp
New York
-$373K -7,308 Closed
UB
387
Umpqua Bank
Oregon
-$359K -7,068 Closed
KPWS
388
Kestra Private Wealth Services
Texas
-$343K -6,709 Closed
OAP
389
One Advisory Partners
Kansas
-$309K -6,068 Closed
CCMG
390
Clark Capital Management Group
Pennsylvania
-$307K -5,999 Closed
PAS
391
Park Avenue Securities
New York
-$245K -4,803 Closed
DCM
392
DGS Capital Management
New Jersey
-$245K -4,788 Closed
TSS
393
Two Sigma Securities
New York
-$231K -4,529 Closed
Mercer Global Advisors
394
Mercer Global Advisors
Colorado
-$210K -4,113 Closed
BEI
395
Benjamin Edwards Inc
Missouri
-$209K -4,095 Closed
CTFG
396
Capstone Triton Financial Group
Oklahoma
-$201K -3,935 Closed
AP
397
Advisors Preferred
Maryland
-$186K -3,665 Closed
BA
398
Bellwether Advisors
Nebraska
-$155K -3,036 Closed
TRCT
399
Tower Research Capital (TRC)
New York
-$76.4K -1,495 Closed
BCM
400
Boreal Capital Management
Florida
-$50.9K -996 Closed

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.