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iShares Short Maturity Bond ETF

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: 1013 (+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: 375374 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
101
Wescott Financial Advisory Group
Pennsylvania
$2.81M +$190K +3,713 +7%
GM
102
GeoWealth Management
Illinois
$2.73M -$256K -5,009 -9%
GWMR
103
GC Wealth Management RIA
Massachusetts
$2.64M -$55.3K -1,083 -2%
RCWM
104
Red Crane Wealth Management
California
$2.58M -$547K -10,704 -18%
BAM
105
Belpointe Asset Management
Nevada
$2.57M -$241K -4,727 -9%
IFG
106
Independent Financial Group
California
$2.53M -$71K -1,390 -3%
AWM
107
Ameliora Wealth Management
Switzerland
$2.48M
GPW
108
Gentry Private Wealth
Kansas
$2.41M +$2.4M +47,000 New
Betterment LLC
109
Betterment LLC
New York
$2.38M -$19.4K -379 -0.8%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$2.25M -$130K -2,540 -5%
BCMIO
111
Beacon Capital Management Inc (Ohio)
Ohio
$2.2M +$2.19M +42,841 New
CRWM
112
Castle Rock Wealth Management
California
$2.19M +$12.9K +252 +0.6%
JP Morgan Chase
113
JP Morgan Chase
New York
$2.17M +$202K +3,955 +10%
UIM
114
Unified Investment Management
Georgia
$2.12M -$23.7K -463 -1%
MCM
115
MAI Capital Management
Ohio
$2.08M -$13.8K -270 -0.7%
KA
116
Klingman & Associates
New York
$2.07M
IWC
117
Infinity Wealth Counsel
Ohio
$2.07M -$101K -1,984 -5%
PFS
118
Prospera Financial Services
Texas
$2.06M +$876K +17,145 +75%
FCFC
119
First Citizens Financial Corp
Iowa
$1.95M +$251K +4,910 +15%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$1.93M +$1.22M +23,791 +171%
EWA
121
EverSource Wealth Advisors
Alabama
$1.88M +$1.64M +32,128 +694%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$1.84M +$125K +2,450 +7%
IAN
123
Integrated Advisors Network
Texas
$1.78M +$100K +1,959 +6%
PCIA
124
Prime Capital Investment Advisors
Kansas
$1.7M +$229K +4,474 +16%
SAM
125
Secure Asset Management
Michigan
$1.65M +$689K +13,488 +72%

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.