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iShares Short Maturity Bond ETF

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: 1317 (+4)

6% more funds holding

Funds holding: 374396 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$8.66M +$4.64M +90,616 +115%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$8.59M +$949K +18,534 +12%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$8.1M +$202K +3,939 +3%
PWM
54
Proathlete Wealth Management
Florida
$7.99M +$206K +4,033 +3%
MWM
55
Maimon Wealth Management
Israel
$7.8M +$7.82M +152,690 New
RFA
56
Rollins Financial Advisors
New York
$7.8M +$2.03M +39,751 +35%
SLWA
57
San Luis Wealth Advisors
California
$7.74M +$1.57M +30,658 +25%
IA
58
Integrity Alliance
Iowa
$7.45M +$13.5K +263 +0.2%
SHGA
59
Sand Hill Global Advisors
California
$7.23M -$7.68K -150 -0.1%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$7.2M -$316K -6,175 -4%
OWA
61
OakTrust Wealth Advisors
Connecticut
$7.19M +$7.2M +140,643 New
OIA
62
OneDigital Investment Advisors
Kansas
$7.06M -$244K -4,774 -3%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$7.06M -$567K -11,073 -7%
LBC
64
Lowe Brockenbrough & Co
Virginia
$6.73M -$493K -9,640 -7%
AF
65
Apollon Financial
South Carolina
$6.73M +$292K +5,712 +5%
Mariner
66
Mariner
Kansas
$6.62M -$641K -12,528 -9%
BIG
67
Brookwood Investment Group
Arizona
$6.52M -$118K -2,305 -2%
LFAS
68
Level Four Advisory Services
Texas
$6.36M +$6.37M +124,392 New
FMN
69
Financial Management Network
California
$6.21M -$152K -2,969 -2%
SCA
70
STALEY CAPITAL ADVISERS
Pennsylvania
$6.14M
BDFN
71
Bond & Devick Financial Network
Minnesota
$6.13M +$5.91M +115,379 +2,475%
EWA
72
Exencial Wealth Advisors
Oklahoma
$6.13M +$761K +14,867 +14%
MBT
73
Montecito Bank & Trust
California
$5.84M -$50.9K -994 -0.9%
SA
74
Sanctuary Advisors
Indiana
$5.76M +$421K +8,229 +8%
AFA
75
Alpha Financial Advisors
North Carolina
$5.71M +$284K +5,550 +5%

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.