NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

369 hedge funds and large institutions have $2.09B invested in iShares Short Maturity Bond ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 148 increasing their positions, 120 reducing their positions, and 25 closing their positions.

Holders
369
Holders Change
+10
Holders Change %
+2.79%
% of All Funds
4.95%
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
148
Reduced
120
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
Stifel Financial
2
Stifel Financial
Missouri
$33.1M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$15.7M
4
Bank of America
4
Bank of America
North Carolina
$179M
5
Wells Fargo
5
Wells Fargo
California
$133M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$126M
2
NMG
2
New Millennium Group
Utah
$58.6K
3
Raymond James Financial
3
Raymond James Financial
Florida
$49.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$17.3M
5
FFP
5
Forbes Financial Planning
Rhode Island
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$15.7M 306,452 +306,452 New
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$15M 294,471 -75,899 -20%
PCP
28
Proficio Capital Partners
Massachusetts
$14.1M 275,970 +275,970 New
KL
29
KWMG LLC
Kansas
$14M 274,946 +7,860 +3%
MAG
30
Members Advisory Group
New York
$13.8M 269,323 -56,927 -17%
AAS
31
Avantax Advisory Services
Texas
$13.4M 262,970 +22,665 +9%
NA
32
NewEdge Advisors
Louisiana
$12.8M 250,899 -90,819 -27%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$12.4M 243,391 +875 +0.4%
MWC
34
MBM Wealth Consultants
Missouri
$12.2M 239,507 +8,025 +3%
PAG
35
Private Advisor Group
New Jersey
$11.1M 217,951 +40,136 +23%
KAS
36
Kestra Advisory Services
Texas
$11.1M 216,337 +152,423 +238%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$10.9M 213,723 +316 +0.1%
Osaic Holdings
38
Osaic Holdings
Arizona
$10.3M 204,491 -68,958 -25%
HighTower Advisors
39
HighTower Advisors
Illinois
$10.2M 199,768 +5,924 +3%
IFS
40
Ifrah Financial Services
Arkansas
$9.92M 194,206 -289 -0.1%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$9.62M 189,193 -25,416 -12%
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$9.46M 185,057 +108,608 +142%
KFAA
43
Klaas Financial Asset Advisors
Illinois
$9.4M 183,938 +4,081 +2%
WA
44
WBH Advisory
Maryland
$9.31M 182,191 +32,968 +22%
AWM
45
Axxcess Wealth Management
California
$9.15M 178,965 +37,582 +27%
SFA
46
Semmax Financial Advisors
North Carolina
$8.83M 173,094 +5,348 +3%
Mariner
47
Mariner
Kansas
$8.18M 159,995 +47,977 +43%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$8.06M 157,667 -19,564 -11%
VNA
49
Valley National Advisers
Pennsylvania
$7.81M 152,839 +10,795 +8%
P
50
&Partners
Tennessee
$7.5M 146,697 +80,755 +122%
1
2
3 4 5