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iShares Short Maturity Bond ETF
NEAR

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: 13 → 17 (+4)

6% more funds holding

Funds holding: 374 → 396 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$33.5M
2
UBS Group
UBS Group
Switzerland
+$13.6M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$13.5M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$10.3M
5
Ameriprise
Ameriprise
Minnesota
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$29.7M
2
MAG
Members Advisory Group
New York
-$12.5M
3
Renaissance Technologies
Renaissance Technologies
New York
-$12.1M
4
PCP
Proficio Capital Partners
Massachusetts
-$11.6M
5
Stifel Financial
Stifel Financial
Missouri
-$8.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBP
26
Union Bancaire Privee
Switzerland
$14.8M – – –
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$14.7M +$2.47M +48,277 +20%
SAM
28
Securian Asset Management
Minnesota
$14.5M -$1.79M -35,000 -11%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$13.9M +$1.76M +34,435 +15%
WA
30
Waverly Advisors
Alabama
$13.3M +$824K +16,090 +7%
KDA
31
Kraft Davis & Associates
Missouri
$12.9M +$2.78M +54,257 +27%
PAG
32
Private Advisor Group
New Jersey
$12.8M +$1.78M +34,840 +16%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$12.4M -$1.23M -23,934 -9%
AWM
34
Axxcess Wealth Management
California
$12.2M +$2.29M +44,733 +23%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$12M -$290K -5,666 -2%
WA
36
WBH Advisory
Maryland
$11.9M +$458K +8,952 +4%
OC
37
Oppenheimer & Co
New York
$11.7M +$2.97M +57,933 +34%
KWM
38
Kingsview Wealth Management
Oregon
$11.2M +$3.67M +71,769 +49%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$10.8M -$5.54M -108,145 -34%
SPWG
40
Syntegra Private Wealth Group
Missouri
$10.8M +$2.14M +41,874 +25%
HighTower Advisors
41
HighTower Advisors
Illinois
$10.4M +$127K +2,490 +1%
CCMG
42
Clark Capital Management Group
Pennsylvania
$10.3M +$10.3M +200,875 New
GAM
43
Gotham Asset Management
New York
$10.2M +$1.91M +37,311 +23%
IFS
44
Ifrah Financial Services
Arkansas
$10.2M +$194K +3,787 +2%
SF
45
Summit Financial
New Jersey
$10.1M -$8.31M -162,401 -45%
KFAA
46
Klaas Financial Asset Advisors
Illinois
$9.88M +$285K +5,577 +3%
P
47
&Partners
Tennessee
$9.58M -$33.4K -653 -0.3%
VNA
48
Valley National Advisers
Pennsylvania
$9.2M +$846K +16,523 +10%
JSA
49
Jacobson & Schmitt Advisors
Wisconsin
$9.06M +$420K +8,199 +5%
TWM
50
Timmons Wealth Management
Massachusetts
$8.81M +$8.83M +172,443 New
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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.