iShares Short Maturity Bond ETF
NEAR
389 hedge funds and large institutions have $2.64B invested in iShares Short Maturity Bond ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 112 reducing their positions, and 39 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 112
11% more capital invested
Capital invested by funds: $2.38B → $2.64B (+$256M)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 39
0.52% less ownership
Funds ownership: 63.29% → 62.77% (-0.52%)
2% less funds holding
Funds holding: 396 → 389 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$50M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$45.8M |
| 3 |
AP
Americana Partners
Houston,
Texas
|
+$36.6M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$22.7M |
| 5 |
Morgan Stanley
New York
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$13.4M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$9.32M |
| 3 |
KFAA
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
-$9.06M |
| 4 |
Goldman Sachs
New York
|
-$4.05M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.79M |
NEAR Hedge Fund Activity: Q1 2026 in Review
389 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2026, worth a combined $2.64B — up 11% from $2.38B a quarter earlier.
Fund positioning in NEAR was balanced in Q1 2026: 39 funds opened new positions, 39 closed out, 184 added to existing stakes and 112 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $50M. The largest seller was Corient Private Wealth, cutting an estimated $13.4M.
- 389 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2026, down from 396 in Q4 2025.
- Funds reported $2.64B of iShares Short Maturity Bond ETF stock for Q1 2026, up 11% quarter-over-quarter.
- 39 funds opened new iShares Short Maturity Bond ETF positions in Q1 2026 and 39 closed out, a net change of 0 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q1 2026 was Fidelity Investments, an estimated $50M added.
- The largest iShares Short Maturity Bond ETF seller in Q1 2026 was Corient Private Wealth, an estimated $13.4M sold.
Based on aggregated 13F filings for Q1 2026.