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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
AWA
151
Aletheian Wealth Advisors
Washington
$1.11M -$22.3K -436 -2%
ST
152
Spinnaker Trust
Maine
$1.08M -$35K -686 -3%
LOPW
153
Live Oak Private Wealth
North Carolina
$1.03M -$11K -215 -1%
WIA
154
World Investment Advisors
California
$1.03M -$855K -16,729 -45%
UCFA
155
United Capital Financial Advisors
Texas
$1.02M -$32.4K -634 -3%
WIM
156
Westside Investment Management
California
$1.01M +$123K +2,400 +14%
AI
157
Atria Investments
North Carolina
$1,000K -$1.89M -36,975 -65%
VT
158
Vise Technologies
New York
$980K +$976K +19,104 New
AQR Capital Management
159
AQR Capital Management
Connecticut
$973K +$970K +18,983 New
FTUS
160
Flow Traders U.S.
New York
$950K +$947K +18,531 New
PD
161
Planning Directions
Pennsylvania
$943K +$939K +18,392 New
CIBC World Market
162
CIBC World Market
Ontario, Canada
$927K +$576K +11,268 +166%
SSC
163
Syverson Strege & Co
Iowa
$920K +$102 +2 +0%
IAG
164
Investment Advisory Group
Massachusetts
$916K -$5.11K -100 -0.6%
LI
165
LVZ Inc
Michigan
$886K +$5.72K +112 +0.7%
WA
166
Win Advisors
Florida
$881K +$60.9K +1,192 +7%
CWAF
167
Core Wealth Advisors (Florida)
Florida
$880K
KW
168
Keyvantage Wealth
Pennsylvania
$871K -$17.7K -347 -2%
KFP
169
KMG Fiduciary Partners
Ohio
$842K +$61.5K +1,204 +8%
BPA
170
Beacon Pointe Advisors
California
$824K +$587K +11,501 +252%
RWB
171
RMR Wealth Builders
New Jersey
$818K -$946K -18,523 -54%
BMA
172
Brooks Moore & Associates
Tennessee
$817K +$427K +8,350 +110%
AIFAIM
173
American Institute for Advanced Investment Management
Arizona
$815K -$25.5K -500 -3%
FAT
174
First American Trust
California
$808K +$186K +3,643 +30%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$782K +$6.33K +124 +0.8%

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.