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iShares Short Maturity Bond ETF
NEAR

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: 10 → 13 (+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: 375 → 374 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$31.2M
2
USAA
United Services Automobile Association
Texas
+$25.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$19.4M
4
LPL Financial
LPL Financial
California
+$12.2M
5
Morgan Stanley
Morgan Stanley
New York
+$12M

Top Sellers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
-$17.8M
2
DIP
DT Investment Partners
Pennsylvania
-$17.6M
3
KAS
Kestra Advisory Services
Texas
-$7.14M
4
Renaissance Technologies
Renaissance Technologies
New York
-$5.27M
5
DCM
Donaldson Capital Management
Indiana
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
76
Van Hulzen Asset Management
California
$4.34M +$165K +3,239 +4%
VFA
77
Values First Advisors
Tennessee
$4.33M +$113K +2,216 +3%
BFW
78
Brady Family Wealth
Missouri
$4.3M -$273K -5,338 -6%
OAS
79
Optivise Advisory Services
Tennessee
$4.13M +$4.12M +80,610 New
CIA
80
Concurrent Investment Advisors
Florida
$4.05M +$2.63M +51,489 +188%
CSP
81
Cary Street Partners
Virginia
$3.95M +$383K +7,494 +11%
KAS
82
Kestra Advisory Services
Texas
$3.93M -$7.14M -139,750 -65%
Citigroup
83
Citigroup
New York
$3.89M +$246K +4,824 +7%
SCA
84
Sage Capital Advisors
South Dakota
$3.67M -$20.1K -394 -0.5%
Truist Financial
85
Truist Financial
North Carolina
$3.63M +$792K +15,504 +28%
SAM
86
Smartleaf Asset Management
Massachusetts
$3.4M +$3.38M +66,113 +43,211%
OCM
87
One Capital Management
California
$3.34M +$2.03M +39,794 +157%
KF
88
KKM Financial
Illinois
$3.33M +$21.5K +421 +0.7%
SPC
89
Sigma Planning Corp
Michigan
$3.24M +$131K +2,574 +4%
PIA
90
Perennial Investment Advisors
California
$3.22M +$128K +2,500 +4%
BCM
91
Brookstone Capital Management
Illinois
$3.18M +$437K +8,563 +16%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$3.18M +$219K +4,293 +7%
RIA
93
Realta Investment Advisors
Delaware
$3.12M +$583K +11,417 +23%
SFG
94
Sovereign Financial Group
Connecticut
$3.09M -$37.2K -728 -1%
LA
95
LVW Advisors
New York
$3.03M +$209K +4,086 +7%
PG
96
Patten Group
Tennessee
$3.02M -$65.3K -1,278 -2%
KFGG
97
Keystone Financial Group (Georgia)
Georgia
$3.01M +$131K +2,574 +5%
RFWA
98
RPg Family Wealth Advisory
Massachusetts
$2.97M -$110K -2,155 -4%
AC
99
AlphaCore Capital
California
$2.96M +$147K +2,880 +5%
SFO
100
Stenger Family Office
Illinois
$2.81M +$298K +5,842 +12%
2 3
4
5 6

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.