We are live on ! Find out more
NEAR icon

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
IF
176
IRON Financial
Illinois
$780K +$777K +15,206 New
BWA
177
Boulder Wealth Advisors
Colorado
$779K +$776K +15,184 New
EBWM
178
Eagle Bluffs Wealth Management
Missouri
$767K -$8.07K -158 -1%
MHR
179
Matthew Hamilton Rosenberg
$763K -$84.3K -1,650 -10%
FF
180
Financial Futures
New Jersey
$758K +$276K +5,410 +58%
BWA
181
BlueChip Wealth Advisors
Georgia
$757K -$22.6K -442 -3%
AWA
182
Arkadios Wealth Advisors
Georgia
$743K -$4.04K -79 -0.5%
EFG
183
Embree Financial Group
Illinois
$743K -$373K -7,295 -33%
NG
184
Novem Group
New York
$738K +$7.71K +151 +1%
JWCA
185
J.W. Cole Advisors
Florida
$732K +$139K +2,724 +24%
BFG
186
Beacon Financial Group
Texas
$732K -$47K -921 -6%
FA
187
Fortis Advisors
Pennsylvania
$731K +$7.76K +152 +1%
AA
188
Ancora Advisors
Ohio
$705K
FMTC
189
Farmers & Merchants Trust Company
California
$704K +$79.5K +1,556 +13%
KFGK
190
Keystone Financial Group (Kentucky)
Kentucky
$690K +$687K +13,455 New
FTS
191
Fifth Third Securities
Ohio
$680K +$5.52K +108 +0.8%
RBC
192
Roble Belko & Company
Pennsylvania
$676K -$172K -3,374 -20%
DC
193
Darrow Company
Massachusetts
$672K
CAL
194
Capital Analysts LLC
Pennsylvania
$657K -$4.09K -80 -0.6%
CWM
195
Centurion Wealth Management
Virginia
$651K -$19.9K -390 -3%
CAGAS
196
Capital Advisory Group Advisory Services
Minnesota
$640K
WI
197
WBI Investments
New Jersey
$635K -$130K -2,540 -17%
AFP
198
Ausdal Financial Partners
Iowa
$625K +$345K +6,753 +124%
TWA
199
TCI Wealth Advisors
Arizona
$606K +$4.65K +91 +0.8%
WWM
200
WJ Wealth Management
Arizona
$604K -$601K -11,775 -50%

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.