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iShares Short Maturity Bond ETF
NEAR

348 hedge funds and large institutions have $2.5B invested in iShares Short Maturity Bond ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 123 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

38% more capital invested

Capital invested by funds: $1.81B → $2.5B (+$684M)

6% more funds holding

Funds holding: 327 → 348 (+21)

3.38% more ownership

Funds ownership: 61.81% → 65.19% (+3.4%)

9% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 113

Holders
348
Holders Change
+21
Holders Change %
+6.42%
% of All Funds
4.58%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.17%
New
55
Increased
123
Reduced
113
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$26.7M
2
Ameriprise
Ameriprise
Minnesota
+$25.8M
3
MAG
Members Advisory Group
New York
+$18.1M
4
Wells Fargo
Wells Fargo
California
+$17.3M
5
BI
Bramshill Investments
Florida
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$30.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$13.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13M
4
Citadel Advisors
Citadel Advisors
Florida
-$8.81M
5
PA
Pinnacle Associates
New York
-$5.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTS
176
Fifth Third Securities
Ohio
$582K +$584K +11,525 New
CSI
177
Cross Staff Investments
New York
$579K +$2.54K +50 +0.4%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$578K -$487K -9,602 -46%
VFG
179
Valley Financial Group
Pennsylvania
$571K -$4.51K -89 -0.8%
Cerity Partners
180
Cerity Partners
New York
$566K -$15.9K -313 -3%
OPWM
181
Oxinas Partners Wealth Management
Indiana
$566K -$13.5K -266 -2%
UB
182
Umpqua Bank
Oregon
$561K -$408K -8,052 -42%
CFO
183
CVA Family Office
Colorado
$557K +$456 +9 +0.1%
SG
184
Stanich Group
New York
$556K +$558K +11,012 New
SPAS
185
Spectrum Planning & Advisory Services
California
$553K +$116K +2,294 +26%
CC
186
Courier Capital
New York
$548K – – –
HI
187
Hudock Inc
Pennsylvania
$532K +$535K +10,543 New
TWP
188
Tyche Wealth Partners
Texas
$529K – – –
NAS
189
NWF Advisory Services
California
$526K +$528K +10,416 New
4WM
190
4J Wealth Management
Virginia
$515K -$37.4K -738 -7%
SWM
191
Sugarloaf Wealth Management
Georgia
$509K +$14.7K +289 +3%
GF
192
Gries Financial
Ohio
$508K – – –
ES
193
ETF Store
Kansas
$505K +$4.92K +97 +1%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$503K +$97.2K +1,917 +24%
AA
195
Armis Advisers
Georgia
$492K +$494K +9,740 New
KFGG
196
Keystone Financial Group (Georgia)
Georgia
$484K +$486K +9,588 New
GKIM
197
GW&K Investment Management
Massachusetts
$483K +$485K +9,565 New
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$481K +$4.11K +81 +0.9%
CBT
199
Crews Bank & Trust
Florida
$476K +$478K +9,430 New
SWP
200
Summit Wealth Partners
Florida
$469K +$2.59K +51 +0.6%
6 7
8
9 10

NEAR Hedge Fund Activity: Q4 2024 in Review

348 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2024, worth a combined $2.5B — up 38% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new NEAR positions and 31 closed out — a net gain of 24 holders — while 123 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.7M. The largest seller was BlackRock, cutting an estimated $30.3M.

  • 348 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2024, up from 327 in Q3 2024.
  • Funds reported $2.5B of iShares Short Maturity Bond ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 55 funds opened new iShares Short Maturity Bond ETF positions in Q4 2024 and 31 closed out, a net change of +24 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2024 was Morgan Stanley, an estimated $26.7M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2024 was BlackRock, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2024.