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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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$7.9M -$1.78M -34,749 -18%
PWM
52
Proathlete Wealth Management
Florida
$7.78M +$425K +8,320 +6%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$7.67M +$617K +12,073 +9%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$7.65M +$7.62M +149,103 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$7.54M -$539K -10,552 -7%
KWM
56
Kingsview Wealth Management
Oregon
$7.54M +$4.39M +85,844 +140%
IA
57
Integrity Alliance
Iowa
$7.46M +$525K +10,276 +8%
OIA
58
OneDigital Investment Advisors
Kansas
$7.33M +$473K +9,267 +7%
Mariner
59
Mariner
Kansas
$7.28M -$916K -17,936 -11%
SHGA
60
Sand Hill Global Advisors
California
$7.26M +$5.77K +113 +0.1%
LBC
61
Lowe Brockenbrough & Co
Virginia
$7.25M +$140K +2,740 +2%
BIG
62
Brookwood Investment Group
Arizona
$6.66M -$301K -5,902 -4%
AF
63
Apollon Financial
South Carolina
$6.46M +$6.43M +125,939 New
FMN
64
Financial Management Network
California
$6.37M +$643K +12,585 +11%
SLWA
65
San Luis Wealth Advisors
California
$6.2M +$1.16M +22,752 +23%
SCA
66
STALEY CAPITAL ADVISERS
Pennsylvania
$6.17M -$97.1K -1,900 -2%
MBT
67
Montecito Bank & Trust
California
$5.91M +$5.89M +115,238 New
GIA
68
Gladstone Institutional Advisory
Florida
$5.79M +$167K +3,260 +3%
RFA
69
Rollins Financial Advisors
New York
$5.79M +$397K +7,779 +7%
AFA
70
Alpha Financial Advisors
North Carolina
$5.45M +$5.43M +106,224 New
EWA
71
Exencial Wealth Advisors
Oklahoma
$5.39M +$277K +5,422 +5%
SA
72
Sanctuary Advisors
Indiana
$5.36M +$39.9K +782 +0.8%
CIC
73
Canal Insurance Company
South Carolina
$5.13M
MML Investors Services
74
MML Investors Services
Massachusetts
$4.63M -$1.19M -23,256 -20%
CWMK
75
Caliber Wealth Management (Kansas)
Kansas
$4.6M -$48.3K -946 -1%

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.