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iShares Short Maturity Bond ETF
NEAR

375 hedge funds and large institutions have $2.1B invested in iShares Short Maturity Bond ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 125

3% more funds holding

Funds holding: 363 → 375 (+12)

3% more capital invested

Capital invested by funds: $2.05B → $2.1B (+$55.5M)

0.1% more ownership

Funds ownership: 63.38% → 63.48% (+0.1%)

38% less funds holding in top 10

Funds holding in top 10: 16 → 10 (-6)

Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
4.94%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
41
Increased
149
Reduced
125
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25M
2
Stifel Financial
Stifel Financial
Missouri
+$21.1M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$15.6M
4
Bank of America
Bank of America
North Carolina
+$14.4M
5
Wells Fargo
Wells Fargo
California
+$14.2M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$51.4M
2
NMG
New Millennium Group
Utah
-$23.5M
3
Raymond James Financial
Raymond James Financial
Florida
-$18.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$17.4M
5
FFP
Forbes Financial Planning
Rhode Island
-$6.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$3.63M +$326K +6,427 +10%
Citadel Advisors
77
Citadel Advisors
Florida
$3.58M +$2.34M +46,067 +192%
CSP
78
Cary Street Partners
Virginia
$3.55M -$71.6K -1,410 -2%
AWS
79
Atria Wealth Solutions
New York
$3.47M +$3M +59,035 +655%
KF
80
KKM Financial
Illinois
$3.29M +$81.2K +1,598 +3%
KWM
81
Kingsview Wealth Management
Oregon
$3.12M +$1.35M +26,587 +77%
RCWM
82
Red Crane Wealth Management
California
$3.12M -$2.13M -42,002 -41%
SFG
83
Sovereign Financial Group
Connecticut
$3.12M -$202K -3,975 -6%
SPC
84
Sigma Planning Corp
Michigan
$3.1M -$270K -5,326 -8%
PIA
85
Perennial Investment Advisors
California
$3.08M +$50.3K +990 +2%
PG
86
Patten Group
Tennessee
$3.08M +$269K +5,290 +10%
RFWA
87
RPg Family Wealth Advisory
Massachusetts
$3.07M +$2.83M +55,651 +1,242%
GM
88
GeoWealth Management
Illinois
$2.98M -$106K -2,094 -3%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$2.95M +$189K +3,728 +7%
AI
90
Atria Investments
North Carolina
$2.89M +$902K +17,769 +46%
KFGG
91
Keystone Financial Group (Georgia)
Georgia
$2.86M +$1.22M +23,930 +74%
Truist Financial
92
Truist Financial
North Carolina
$2.83M +$1.34M +26,476 +92%
LA
93
LVW Advisors
New York
$2.81M +$52.1K +1,026 +2%
AC
94
AlphaCore Capital
California
$2.81M +$456K +8,973 +20%
BAM
95
Belpointe Asset Management
Nevada
$2.8M -$80.6K -1,587 -3%
BCM
96
Brookstone Capital Management
Illinois
$2.74M -$51.9K -1,022 -2%
GWMR
97
GC Wealth Management RIA
Massachusetts
$2.69M -$287K -5,658 -10%
GWAM
98
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.67M -$476K -9,380 -15%
WFAG
99
Wescott Financial Advisory Group
Pennsylvania
$2.61M +$131K +2,588 +5%
IFG
100
Independent Financial Group
California
$2.59M +$45.2K +890 +2%
2 3
4
5 6

NEAR Hedge Fund Activity: Q2 2025 in Review

375 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2025, worth a combined $2.1B — up 2.7% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NEAR positions and 25 closed out — a net gain of 16 holders — while 149 added to existing stakes and 125 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25M. The largest seller was Bramshill Investments, cutting an estimated $51.4M.

  • 375 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2025, up from 363 in Q1 2025.
  • Funds reported $2.1B of iShares Short Maturity Bond ETF stock for Q2 2025, up 2.7% quarter-over-quarter.
  • 41 funds opened new iShares Short Maturity Bond ETF positions in Q2 2025 and 25 closed out, a net change of +16 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $25M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2025 was Bramshill Investments, an estimated $51.4M sold.

Based on aggregated 13F filings for Q2 2025.