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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
KL
26
KWMG LLC
Kansas
$14.8M +$682K +13,343 +5%
PCP
27
Proficio Capital Partners
Massachusetts
$14.7M +$563K +11,020 +4%
Osaic Holdings
28
Osaic Holdings
Arizona
$14.4M +$907K +17,748 +7%
MWC
29
MBM Wealth Consultants
Missouri
$14.4M +$2.08M +40,665 +17%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$13.6M -$1.47M -28,776 -10%
Corient Private Wealth
31
Corient Private Wealth
Florida
$13.5M -$2.2M -43,166 -14%
MAG
32
Members Advisory Group
New York
$12.8M -$974K -19,071 -7%
WA
33
Waverly Advisors
Alabama
$12.5M +$6.87M +134,502 +124%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$12.4M -$129K -2,525 -1%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$12.3M +$2.76M +54,001 +29%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$12.1M +$1.17M +22,922 +11%
Renaissance Technologies
37
Renaissance Technologies
New York
$12.1M -$5.27M -103,193 -30%
WA
38
WBH Advisory
Maryland
$11.5M +$2.14M +41,868 +23%
PAG
39
Private Advisor Group
New Jersey
$11.1M -$106K -2,082 -1%
HighTower Advisors
40
HighTower Advisors
Illinois
$10.3M +$69.2K +1,354 +0.7%
KDA
41
Kraft Davis & Associates
Missouri
$10.2M +$8.26M +161,748 +439%
IFS
42
Ifrah Financial Services
Arkansas
$10M +$53.6K +1,050 +0.5%
AWM
43
Axxcess Wealth Management
California
$9.94M +$761K +14,898 +8%
P
44
&Partners
Tennessee
$9.64M +$2.11M +41,357 +28%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$9.63M +$192K +3,758 +2%
OC
46
Oppenheimer & Co
New York
$8.8M +$1.3M +25,500 +17%
JSA
47
Jacobson & Schmitt Advisors
Wisconsin
$8.67M +$3.17M +62,015 +58%
SPWG
48
Syntegra Private Wealth Group
Missouri
$8.66M +$6.47M +126,586 +300%
VNA
49
Valley National Advisers
Pennsylvania
$8.38M +$546K +10,680 +7%
GAM
50
Gotham Asset Management
New York
$8.35M +$8.07M +158,010 +3,232%

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.