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iShares Short Maturity Bond ETF

363 hedge funds and large institutions have $2.05B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

18% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 114

4% more funds holding

Funds holding: 348363 (+15)

1.81% less ownership

Funds ownership: 65.19%63.38% (-1.8%)

18% less capital invested

Capital invested by funds: $2.5B → $2.05B (-$450M)

Holders
363
Holders Change
+15
Holders Change %
+4.31%
% of All Funds
4.87%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.21%
New
48
Increased
135
Reduced
114
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$1.48M -$201K -3,960 -12%
Truist Financial
127
Truist Financial
North Carolina
$1.47M -$2.24M -44,138 -60%
MFF
128
Michels Family Financial
Texas
$1.28M -$18.9K -373 -1%
JAA
129
Joel Adams & Associates
North Carolina
$1.26M +$436K +8,608 +53%
ST
130
Smithfield Trust
Pennsylvania
$1.24M -$217K -4,283 -15%
CAL
131
Capital Advisors Ltd
Ohio
$1.23M
OCM
132
One Capital Management
California
$1.22M
Citadel Advisors
133
Citadel Advisors
Florida
$1.22M +$793K +15,646 +189%
OPCM
134
Osborne Partners Capital Management
California
$1.19M
PA
135
Planning Alternatives
Michigan
$1.12M -$145K -2,871 -12%
UCFA
136
United Capital Financial Advisors
Texas
$1.1M -$128K -2,520 -10%
AWA
137
Aletheian Wealth Advisors
Washington
$1.1M +$53K +1,047 +5%
JWM
138
JGP Wealth Management
Oregon
$1.08M +$1.52K +30 +0.1%
EFG
139
Embree Financial Group
Illinois
$1.05M +$1.05M +20,683 New
LI
140
LVZ Inc
Michigan
$1.03M +$32K +632 +3%
KW
141
Keyvantage Wealth
Pennsylvania
$1.03M -$1.86M -36,807 -64%
LOPW
142
Live Oak Private Wealth
North Carolina
$1.03M -$45.4K -896 -4%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$1.02M -$47.4K -935 -4%
WWM
144
WJ Wealth Management
Arizona
$995K
RBC
145
Roble Belko & Company
Pennsylvania
$989K -$5.32K -105 -0.5%
IAG
146
Investment Advisory Group
Massachusetts
$976K -$1.52K -30 -0.2%
FMWA
147
Forvis Mazars Wealth Advisors
Missouri
$951K -$2.11M -41,611 -69%
LIM
148
Leavell Investment Management
Alabama
$947K +$25.3K +500 +3%
MHR
149
Matthew Hamilton Rosenberg
$917K -$13.9K -274 -1%
WA
150
Win Advisors
Florida
$895K +$891K +17,584 New

NEAR Hedge Fund Activity: Q1 2025 in Review

363 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2025, worth a combined $2.05B — down 18% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NEAR positions and 27 closed out — a net gain of 21 holders — while 135 added to existing stakes and 114 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $36.4M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 363 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $2.05B of iShares Short Maturity Bond ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 48 funds opened new iShares Short Maturity Bond ETF positions in Q1 2025 and 27 closed out, a net change of +21 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2025 was Summit Financial, an estimated $36.4M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2025 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.