iShares Short Maturity Bond ETF
NEAR
348 hedge funds and large institutions have $2.5B invested in iShares Short Maturity Bond ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 123 increasing their positions, 113 reducing their positions, and 31 closing their positions.
77% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 31
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
38% more capital invested
Capital invested by funds: $1.81B → $2.5B (+$684M)
6% more funds holding
Funds holding: 327 → 348 (+21)
3.38% more ownership
Funds ownership: 61.81% → 65.19% (+3.4%)
9% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.8M |
| 3 |
MAG
Members Advisory Group
Williamsville,
New York
|
+$18.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$17.3M |
| 5 |
BI
Bramshill Investments
Naples,
Florida
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$30.3M |
| 2 |
Renaissance Technologies
New York
|
-$13.8M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$13M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$8.81M |
| 5 |
PA
Pinnacle Associates
New York
|
-$5.07M |
NEAR Hedge Fund Activity: Q4 2024 in Review
348 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2024, worth a combined $2.5B — up 38% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new NEAR positions and 31 closed out — a net gain of 24 holders — while 123 added to existing stakes and 113 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.7M. The largest seller was BlackRock, cutting an estimated $30.3M.
- 348 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2024, up from 327 in Q3 2024.
- Funds reported $2.5B of iShares Short Maturity Bond ETF stock for Q4 2024, up 38% quarter-over-quarter.
- 55 funds opened new iShares Short Maturity Bond ETF positions in Q4 2024 and 31 closed out, a net change of +24 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q4 2024 was Morgan Stanley, an estimated $26.7M added.
- The largest iShares Short Maturity Bond ETF seller in Q4 2024 was BlackRock, an estimated $30.3M sold.
Based on aggregated 13F filings for Q4 2024.