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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
IWC
101
Infinity Wealth Counsel
Ohio
$2.3M +$2.31M +45,598 New
ST
102
Spinnaker Trust
Maine
$2.29M +$261K +5,144 +13%
AWM
103
Ameliora Wealth Management
Switzerland
$2.29M – – –
WFAG
104
Wescott Financial Advisory Group
Pennsylvania
$2.27M +$317K +6,253 +16%
CRWM
105
Castle Rock Wealth Management
California
$2.25M -$95.6K -1,885 -4%
UIM
106
Unified Investment Management
Georgia
$2.22M +$2.23M +44,048 New
KA
107
Klingman & Associates
New York
$2.18M – – –
SSC
108
Syverson Strege & Co
Iowa
$2.04M +$164K +3,227 +9%
SCA
109
Snowden Capital Advisors
New York
$2.02M -$2.74K -54 -0.1%
NGA
110
Naples Global Advisors
Florida
$1.8M -$101K -2,000 -5%
SPIA
111
Steward Partners Investment Advisory
New York
$1.67M -$57.4K -1,132 -3%
CSP
112
Cary Street Partners
Virginia
$1.65M +$1.66M +32,760 New
WIM
113
Westside Investment Management
California
$1.64M +$78.6K +1,550 +5%
PAG
114
Private Advisor Group
New Jersey
$1.63M -$267K -5,262 -14%
GC
115
Guidance Capital
Kentucky
$1.63M +$13.2K +261 +0.8%
WIM
116
WealthPlan Investment Management
Nebraska
$1.62M -$49.6K -979 -3%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$1.54M +$1.01M +20,011 +192%
SAS
118
Sage Advisory Services
Texas
$1.53M +$501K +9,882 +48%
PA
119
Parallel Advisors
California
$1.47M +$145K +2,869 +11%
ST
120
Smithfield Trust
Pennsylvania
$1.44M -$174K -3,431 -11%
SGCA
121
Steel Grove Capital Advisors
Tennessee
$1.41M -$285K -5,627 -17%
SRC
122
Shufro Rose & Co
New York
$1.4M -$4.99M -98,333 -78%
KWM
123
Kingsview Wealth Management
Oregon
$1.34M -$24.7K -487 -2%
IAN
124
Integrated Advisors Network
Texas
$1.32M -$18.2K -358 -1%
MFF
125
Michels Family Financial
Texas
$1.29M +$1.29M +25,531 New
3 4
5
6 7

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.