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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
SGCA
126
Steel Grove Capital Advisors
Tennessee
$1.65M
SCA
127
Snowden Capital Advisors
New York
$1.55M -$35.8K -700 -2%
GC
128
Guidance Capital
Kentucky
$1.53M -$20.4K -400 -1%
SPIA
129
Steward Partners Investment Advisory
New York
$1.5M +$3.88K +76 +0.3%
SRC
130
Shufro Rose & Co
New York
$1.5M -$24.2K -474 -2%
WIM
131
WealthPlan Investment Management
Nebraska
$1.48M -$76.1K -1,490 -5%
NGA
132
Naples Global Advisors
Florida
$1.42M -$51.1K -1,000 -3%
PWM
133
Perigon Wealth Management
California
$1.42M +$1.41M +27,683 New
GWAM
134
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.4M -$1.28M -25,006 -48%
WPC
135
White Pine Capital
Minnesota
$1.33M +$43.3K +848 +3%
JAA
136
Joel Adams & Associates
North Carolina
$1.3M -$23.9K -468 -2%
LIM
137
Leavell Investment Management
Alabama
$1.29M +$102K +1,990 +9%
FFP
138
Forbes Financial Planning
Rhode Island
$1.28M -$130K -2,542 -9%
PK
139
Pflug Koory
Nebraska
$1.28M +$517K +10,123 +68%
AWM
140
Apex Wealth Management
New Hampshire
$1.27M -$98.1K -1,920 -7%
SIM
141
Stratos Investment Management
Ohio
$1.25M +$1.25M +24,461 New
MFF
142
Michels Family Financial
Texas
$1.23M -$56K -1,096 -4%
VIPI
143
Vista Investment Partners II
Indiana
$1.22M +$511K +9,994 +72%
OPCM
144
Osborne Partners Capital Management
California
$1.2M
MA
145
Mutual Advisors
Nebraska
$1.19M -$41.7K -816 -3%
CAL
146
Capital Advisors Ltd
Ohio
$1.16M -$82.5K -1,615 -7%
Citadel Advisors
147
Citadel Advisors
Florida
$1.14M -$2.44M -47,713 -68%
FFN
148
Focus Financial Network
Minnesota
$1.14M +$633K +12,396 +127%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$1.13M +$80K +1,567 +8%
PA
150
Planning Alternatives
Michigan
$1.13M

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.