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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
DWM
401
Dakota Wealth Management
Florida
-$504K -9,831 Closed
SG
402
Stanich Group
New York
-$427K -8,322 Closed
TWP
403
Tyche Wealth Partners
Texas
-$427K -8,320 Closed
NFSG
404
Newbridge Financial Services Group
Florida
-$413K -8,061 Closed
M1FG
405
Mach-1 Financial Group
Arkansas
-$370K -7,218 Closed
BP
406
BBR Partners
New York
-$355K -6,918 Closed
SVWG
407
Shared Vision Wealth Group
United States
-$282K -5,489 Closed
Northern Trust
408
Northern Trust
Illinois
-$256K -5,000 Closed
Bank of New York Mellon
409
Bank of New York Mellon
New York
-$256K -4,994 Closed
GKWIM
410
Gerber Kawasaki Wealth & Investment Management
California
-$252K -4,909 Closed
FWSM
411
First Wilshire Securities Management
California
-$237K -4,614 Closed
BFA
412
Bragg Financial Advisors
North Carolina
-$225K -4,386 Closed
IWC
413
Integrated Wealth Concepts
Massachusetts
-$218K -4,252 Closed
DADC
414
D.A. Davidson & Co
Montana
-$212K -4,135 Closed
BNP Paribas Financial Markets
415
BNP Paribas Financial Markets
France
-$162K -3,160 Closed
ACA
416
Aptus Capital Advisors
Alabama
-$83.9K -1,637 Closed
PS
417
Principal Securities
Iowa
-$72.5K -1,414 Closed
FF
418
Friedenthal Financial
New Jersey
-$25.4K -495 Closed
GWSG
419
GPS Wealth Strategies Group
Colorado
-$17.1K -333 Closed
HFS
420
Hopwood Financial Services
Virginia
-$5.13K -100 Closed
CIR
421
Clear Investment Research
Georgia
-$4.56K -89 Closed
RCM
422
Raleigh Capital Management
North Carolina
-$4.1K -80 Closed
NS
423
NBC Securities
Alabama
-$2.67K -52 Closed
GI
424
GAMMA Investing
California
-$1.59K -31 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.