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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
DIP
376
DT Investment Partners
Pennsylvania
$31.6K -$96K -1,876 -75%
KFA
377
Kelleher Financial Advisors
New York
$25.6K
FMP
378
Financial Management Professionals
Texas
$25.3K
CWM
379
Consultiva Wealth Management
Puerto Rico
$15.8K +$9.98K +195 +170%
BC
380
Barrett & Company
Rhode Island
$15.1K
RDFA
381
Ritter Daniher Financial Advisory
Ohio
$12.8K +$12.8K +250 New
RWM
382
RMG Wealth Management
Wisconsin
$12.5K +$6.76K +132 New
CSB
383
City State Bank
Iowa
$8.89K
JFA
384
JNBA Financial Advisors
Minnesota
$6.67K +$102 +2 +2%
CSPIA
385
Cary Street Partners Investment Advisory
Virginia
$6.54K
AIM
386
Anchor Investment Management
South Carolina
$6.51K +$102 +2 +2%
AssetMark Inc
387
AssetMark Inc
California
$5.16K
HFS
388
Hughes Financial Services
Virginia
$5.16K
NEAM
389
New England Asset Management
Connecticut
$5.11K
AAP
390
Arax Advisory Partners
Colorado
$4.86K +$4.86K +95 New
PWA
391
Physician Wealth Advisors
Utah
$4.69K +$358 +7 +8%
MAS
392
MPWM Advisory Solutions
Georgia
$4.65K +$51 +1 +1%
WAS
393
Winch Advisory Services
Wisconsin
$3.95K +$51 +1 +1%
TAM
394
Tucker Asset Management
Colorado
$1.07K +$1.07K +21 New
HWM
395
HighMark Wealth Management
Minnesota
$472
CH
396
CVS Health
Rhode Island
$307 +$307 +6 New
Renaissance Technologies
397
Renaissance Technologies
New York
-$12.1M -236,100 Closed
CIC
398
Canal Insurance Company
South Carolina
-$5.13M -100,000 Closed
Citadel Advisors
399
Citadel Advisors
Florida
-$1.14M -22,289 Closed
FTUS
400
Flow Traders U.S.
New York
-$950K -18,531 Closed

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.