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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
SPIA
151
Steward Partners Investment Advisory
New York
$1.49M -$5.02K -98 -0.3%
WIM
152
WealthPlan Investment Management
Nebraska
$1.49M +$18.2K +355 +1%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M +$927K +18,102 +177%
BCMIO
154
Beacon Capital Management Inc (Ohio)
Ohio
$1.38M -$813K -15,872 -37%
VIPI
155
Vista Investment Partners II
Indiana
$1.38M +$157K +3,067 +13%
MW
156
Members Wealth
Pennsylvania
$1.36M +$1.36M +26,542 New
JAA
157
Joel Adams & Associates
North Carolina
$1.34M +$47.6K +930 +4%
FF
158
Financial Futures
New Jersey
$1.33M +$580K +11,333 +77%
WIA
159
World Investment Advisors
California
$1.31M +$288K +5,622 +28%
LIM
160
Leavell Investment Management
Alabama
$1.29M
OPCM
161
Osborne Partners Capital Management
California
$1.25M +$51.2K +1,000 +4%
SIM
162
Stratos Investment Management
Ohio
$1.25M -$3.63K -71 -0.3%
AWM
163
Apex Wealth Management
New Hampshire
$1.2M -$65.8K -1,286 -5%
MFF
164
Michels Family Financial
Texas
$1.19M -$38.8K -758 -3%
IWC
165
Infinity Wealth Counsel
Ohio
$1.18M -$886K -17,310 -43%
CAL
166
Capital Advisors Ltd
Ohio
$1.16M +$2.15K +42 +0.2%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$1.13M +$2.2K +43 +0.2%
PA
168
Planning Alternatives
Michigan
$1.12M
MA
169
Mutual Advisors
Nebraska
$1.12M -$61.2K -1,196 -5%
GWAM
170
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.11M -$289K -5,639 -21%
WIM
171
Westside Investment Management
California
$1.1M +$97.3K +1,900 +10%
LOPW
172
Live Oak Private Wealth
North Carolina
$1.04M +$15.9K +311 +2%
CWM
173
Centurion Wealth Management
Virginia
$1.04M +$392K +7,651 +60%
CIBC World Market
174
CIBC World Market
Ontario, Canada
$1.03M +$108K +2,105 +12%
HG
175
Herbst Group
Connecticut
$1.02M +$1.02M +19,898 New

NEAR Hedge Fund Activity: Q4 2025 in Review

396 of the 8,224 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.