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iShares Short Maturity Bond ETF

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: 1317 (+4)

6% more funds holding

Funds holding: 374396 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
101
Proficio Capital Partners
Massachusetts
$3.09M -$11.6M -226,530 -79%
SFG
102
Sovereign Financial Group
Connecticut
$3.03M -$49.6K -969 -2%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$3.02M +$1.19M +23,265 +65%
KFGG
104
Keystone Financial Group (Georgia)
Georgia
$2.97M -$34.3K -671 -1%
RFWA
105
RPg Family Wealth Advisory
Massachusetts
$2.96M -$307 -6 -0%
SWM
106
Selby Wealth Management
California
$2.93M +$2.94M +57,336 New
PFS
107
Prospera Financial Services
Texas
$2.86M +$807K +15,769 +39%
SAM
108
Secure Asset Management
Michigan
$2.78M +$1.13M +22,134 +69%
HCA
109
Hardworking Capital Advisors
California
$2.73M +$2.74M +53,509 New
SAM
110
Smartleaf Asset Management
Massachusetts
$2.73M -$657K -12,830 -19%
SFO
111
Stenger Family Office
Illinois
$2.66M -$151K -2,949 -5%
GM
112
GeoWealth Management
Illinois
$2.63M -$92.2K -1,802 -3%
NMG
113
New Millennium Group
Utah
$2.57M +$2.29M +44,689 +803%
AWM
114
Ameliora Wealth Management
Switzerland
$2.57M +$99.8K +1,950 +4%
GWMR
115
GC Wealth Management RIA
Massachusetts
$2.54M -$91.8K -1,794 -3%
BCM
116
Brookstone Capital Management
Illinois
$2.5M -$671K -13,098 -21%
IFG
117
Independent Financial Group
California
$2.44M -$78.8K -1,540 -3%
FFN
118
Focus Financial Network
Minnesota
$2.44M +$1.31M +25,574 +115%
IF
119
IRON Financial
Illinois
$2.42M +$1.64M +32,095 +211%
GPW
120
Gentry Private Wealth
Kansas
$2.4M
JWCA
121
J.W. Cole Advisors
Florida
$2.37M +$1.68M +32,832 +230%
KPWS
122
Kestra Private Wealth Services
Texas
$2.34M +$2.35M +45,873 New
RCWM
123
Red Crane Wealth Management
California
$2.31M -$257K -5,017 -10%
Betterment LLC
124
Betterment LLC
New York
$2.28M -$90.9K -1,776 -4%
CRWM
125
Castle Rock Wealth Management
California
$2.25M +$71K +1,386 +3%

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.