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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
BMA
126
Brooks Moore & Associates
Tennessee
$2.24M +$1.43M +27,978 +176%
BPA
127
Beacon Pointe Advisors
California
$2.21M +$1.39M +27,249 +170%
BAM
128
Belpointe Asset Management
Nevada
$2.17M -$395K -7,709 -15%
UIM
129
Unified Investment Management
Georgia
$2.11M -$3.43K -67 -0.2%
IAN
130
Integrated Advisors Network
Texas
$2.11M +$333K +6,514 +19%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$2.11M -$140K -2,739 -6%
WPC
132
White Pine Capital
Minnesota
$2.07M +$746K +14,574 +56%
KA
133
Klingman & Associates
New York
$2.07M
PWM
134
Perigon Wealth Management
California
$2M +$590K +11,531 +42%
FCFC
135
First Citizens Financial Corp
Iowa
$2M +$56.1K +1,095 +3%
RA
136
RFG Advisory
Alabama
$1.95M +$1.96M +38,230 New
EWA
137
EverSource Wealth Advisors
Alabama
$1.94M +$63.7K +1,244 +3%
FA
138
Finhabits Advisors
New York
$1.71M +$1.72M +33,540 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$1.67M -$254K -4,960 -13%
SRC
140
Shufro Rose & Co
New York
$1.67M +$164K +3,194 +11%
DAS
141
Daybright Advisory Services
Florida
$1.67M +$1.67M +32,589 New
PD
142
Planning Directions
Pennsylvania
$1.65M +$710K +13,878 +75%
PK
143
Pflug Koory
Nebraska
$1.64M +$369K +7,218 +29%
MCM
144
MAI Capital Management
Ohio
$1.64M -$440K -8,603 -21%
SCA
145
Snowden Capital Advisors
New York
$1.63M +$84.6K +1,652 +5%
SGCA
146
Steel Grove Capital Advisors
Tennessee
$1.61M -$38.7K -756 -2%
GC
147
Guidance Capital
Kentucky
$1.6M +$76.5K +1,495 +5%
ST
148
Spinnaker Trust
Maine
$1.58M +$505K +9,863 +47%
PCIA
149
Prime Capital Investment Advisors
Kansas
$1.52M -$182K -3,546 -11%
VT
150
Vise Technologies
New York
$1.5M +$525K +10,258 +54%

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.