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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
348
Holders Change
+21
Holders Change %
+6.42%
% of All Funds
4.58%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.17%
New
55
Increased
123
Reduced
113
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$26.7M
2
Ameriprise
Ameriprise
Minnesota
+$25.8M
3
MAG
Members Advisory Group
New York
+$18.1M
4
Wells Fargo
Wells Fargo
California
+$17.3M
5
BI
Bramshill Investments
Florida
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$30.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$13.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13M
4
Citadel Advisors
Citadel Advisors
Florida
-$8.81M
5
PA
Pinnacle Associates
New York
-$5.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
76
Sage Capital Advisors
South Dakota
$3.66M -$16.5K -326 -0.4%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$3.25M -$1.65M -32,458 -34%
SPC
78
Sigma Planning Corp
Michigan
$3.24M +$377K +7,433 +13%
FCFC
79
First Citizens Financial Corp
Iowa
$3.14M +$13.1K +259 +0.4%
Citigroup
80
Citigroup
New York
$3.14M -$506K -9,985 -14%
GWAM
81
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.11M +$60K +1,184 +2%
BCM
82
Brookstone Capital Management
Illinois
$3.1M +$109K +2,156 +4%
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$3.05M – – –
SFG
84
Sovereign Financial Group
Connecticut
$3.04M +$2.94K +58 +0.1%
GM
85
GeoWealth Management
Illinois
$3M -$4.28M -84,374 -59%
BAM
86
Belpointe Asset Management
Nevada
$2.98M -$51.4K -1,013 -2%
GWMR
87
GC Wealth Management RIA
Massachusetts
$2.96M -$27.4K -540 -0.9%
KF
88
KKM Financial
Illinois
$2.91M +$2.92M +57,516 New
KW
89
Keyvantage Wealth
Pennsylvania
$2.88M +$2.9M +57,095 New
IFG
90
Independent Financial Group
California
$2.8M -$19.8K -391 -0.7%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$2.8M +$123K +2,429 +5%
Betterment LLC
92
Betterment LLC
New York
$2.71M +$46K +907 +2%
AWS
93
Arkfeld Wealth Strategies
Nebraska
$2.67M -$1.32K -26 -0%
FAIM
94
Financial Advocates Investment Management
Washington
$2.6M -$9.79K -193 -0.4%
Mariner
95
Mariner
Kansas
$2.57M -$593K -11,690 -19%
PG
96
Patten Group
Tennessee
$2.57M +$358K +7,055 +16%
LA
97
LVW Advisors
New York
$2.55M +$294K +5,800 +13%
RIA
98
Realta Investment Advisors
Delaware
$2.54M +$44.2K +871 +2%
MCM
99
MAI Capital Management
Ohio
$2.42M +$2.43M +47,901 New
Baird Financial Group
100
Baird Financial Group
Wisconsin
$2.32M +$35.2K +695 +2%
2 3
4
5 6

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.