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iShares Short Maturity Bond ETF
NEAR

363 hedge funds and large institutions have $2.05B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

18% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 114

4% more funds holding

Funds holding: 348 → 363 (+15)

1.81% less ownership

Funds ownership: 65.19% → 63.38% (-1.8%)

18% less capital invested

Capital invested by funds: $2.5B → $2.05B (-$450M)

Holders
363
Holders Change
+15
Holders Change %
+4.31%
% of All Funds
4.87%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.21%
New
48
Increased
135
Reduced
114
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
+$36.4M
2
NMG
New Millennium Group
Utah
+$23.5M
3
Wells Fargo
Wells Fargo
California
+$19.5M
4
AP
Americana Partners
Texas
+$19.1M
5
DIP
DT Investment Partners
Pennsylvania
+$18.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$10.2M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$7.82M
3
KAS
Kestra Advisory Services
Texas
-$7.37M
4
EP
Essential Planning
New Hampshire
-$6.28M
5
Bank of America
Bank of America
North Carolina
-$6.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
76
Sage Capital Advisors
South Dakota
$3.69M -$1.77K -35 -0%
CSP
77
Cary Street Partners
Virginia
$3.61M +$1.93M +38,168 +117%
P
78
&Partners
Tennessee
$3.37M +$2.67M +52,626 +395%
SPC
79
Sigma Planning Corp
Michigan
$3.35M +$89.7K +1,770 +3%
SFG
80
Sovereign Financial Group
Connecticut
$3.3M +$238K +4,697 +8%
Citigroup
81
Citigroup
New York
$3.29M +$129K +2,540 +4%
KAS
82
Kestra Advisory Services
Texas
$3.25M -$7.37M -145,466 -69%
KF
83
KKM Financial
Illinois
$3.19M +$269K +5,313 +9%
GWAM
84
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.14M +$2.53K +50 +0.1%
GM
85
GeoWealth Management
Illinois
$3.07M +$46.8K +923 +2%
PIA
86
Perennial Investment Advisors
California
$3.02M +$3.01M +59,340 New
GWMR
87
GC Wealth Management RIA
Massachusetts
$2.96M -$23.6K -466 -0.8%
BAM
88
Belpointe Asset Management
Nevada
$2.87M -$105K -2,067 -4%
AIM
89
Astor Investment Management
Illinois
$2.82M +$1.82M +35,919 +184%
PG
90
Patten Group
Tennessee
$2.79M +$205K +4,041 +8%
Pathstone Holdings
91
Pathstone Holdings
New Jersey
$2.79M -$477K -9,408 -15%
BCM
92
Brookstone Capital Management
Illinois
$2.78M -$342K -6,745 -11%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$2.75M -$70.3K -1,388 -3%
LA
94
LVW Advisors
New York
$2.74M +$169K +3,342 +7%
Betterment LLC
95
Betterment LLC
New York
$2.69M -$37.6K -743 -1%
AWS
96
Arkfeld Wealth Strategies
Nebraska
$2.6M -$82.5K -1,628 -3%
FAIM
97
Financial Advocates Investment Management
Washington
$2.54M -$86.9K -1,715 -3%
IFG
98
Independent Financial Group
California
$2.53M -$288K -5,680 -10%
MA
99
Mutual Advisors
Nebraska
$2.53M -$1.24M -24,474 -33%
WFAG
100
Wescott Financial Advisory Group
Pennsylvania
$2.47M +$182K +3,592 +8%
2 3
4
5 6

NEAR Hedge Fund Activity: Q1 2025 in Review

363 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2025, worth a combined $2.05B — down 18% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NEAR positions and 27 closed out — a net gain of 21 holders — while 135 added to existing stakes and 114 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $36.4M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 363 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $2.05B of iShares Short Maturity Bond ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 48 funds opened new iShares Short Maturity Bond ETF positions in Q1 2025 and 27 closed out, a net change of +21 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2025 was Summit Financial, an estimated $36.4M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2025 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.