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iShares Short Maturity Bond ETF
NEAR

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: 13 → 17 (+4)

6% more funds holding

Funds holding: 374 → 396 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$33.5M
2
UBS Group
UBS Group
Switzerland
+$13.6M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$13.5M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$10.3M
5
Ameriprise
Ameriprise
Minnesota
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$29.7M
2
MAG
Members Advisory Group
New York
-$12.5M
3
Renaissance Technologies
Renaissance Technologies
New York
-$12.1M
4
PCP
Proficio Capital Partners
Massachusetts
-$11.6M
5
Stifel Financial
Stifel Financial
Missouri
-$8.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
76
Gladstone Institutional Advisory
Florida
$5.68M -$95.1K -1,858 -2%
OAS
77
Optivise Advisory Services
Tennessee
$5.27M +$1.15M +22,554 +28%
MFP
78
Meramec Financial Planners
Missouri
$4.99M +$4.99M +97,450 New
MML Investors Services
79
MML Investors Services
Massachusetts
$4.75M +$143K +2,784 +3%
VHAM
80
Van Hulzen Asset Management
California
$4.75M +$423K +8,255 +10%
CWMK
81
Caliber Wealth Management (Kansas)
Kansas
$4.62M +$29.1K +569 +0.6%
Truist Financial
82
Truist Financial
North Carolina
$4.59M +$967K +18,899 +27%
VFA
83
Values First Advisors
Tennessee
$4.59M +$270K +5,273 +6%
KA
84
Kure Advisory
Minnesota
$4.35M +$4.36M +85,146 New
BFW
85
Brady Family Wealth
Missouri
$4.31M +$23.2K +453 +0.5%
KAS
86
Kestra Advisory Services
Texas
$4.23M +$320K +6,247 +8%
Goldman Sachs
87
Goldman Sachs
New York
$4.05M +$3.66M +71,443 +921%
CSP
88
Cary Street Partners
Virginia
$4.05M +$111K +2,176 +3%
AC
89
AlphaCore Capital
California
$3.95M +$998K +19,497 +34%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$3.85M +$681K +13,303 +21%
OCM
91
One Capital Management
California
$3.78M +$451K +8,801 +14%
SPC
92
Sigma Planning Corp
Michigan
$3.68M +$454K +8,867 +14%
SCA
93
Sage Capital Advisors
South Dakota
$3.65M -$10.5K -206 -0.3%
KF
94
KKM Financial
Illinois
$3.61M +$297K +5,796 +9%
Citigroup
95
Citigroup
New York
$3.45M -$427K -8,346 -11%
LA
96
LVW Advisors
New York
$3.41M +$392K +7,665 +13%
KA
97
Kovack Advisors
Florida
$3.37M +$3.1M +60,475 +1,098%
PG
98
Patten Group
Tennessee
$3.22M +$211K +4,114 +7%
RIA
99
Realta Investment Advisors
Delaware
$3.21M +$96.1K +1,878 +3%
WFAG
100
Wescott Financial Advisory Group
Pennsylvania
$3.1M +$304K +5,933 +11%
2 3
4
5 6

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.