iShares Short Maturity Bond ETF
NEAR
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.
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: 13 → 16 (+3)
18% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 114
4% more funds holding
Funds holding: 348 → 363 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$36.4M |
| 2 |
NMG
New Millennium Group
Sandy,
Utah
|
+$23.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$19.5M |
| 4 |
AP
Americana Partners
Houston,
Texas
|
+$19.1M |
| 5 |
DIP
DT Investment Partners
Chadds Ford,
Pennsylvania
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.2M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$7.82M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$7.37M |
| 4 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$6.28M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.18M |
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.