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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
PFPG
176
Pinnacle Financial Partners (Georgia)
Georgia
$1.01M +$1.02M +19,830 New
AWM
177
AE Wealth Management
Kansas
$982K +$639K +12,478 +185%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$981K +$963K +18,811 +4,799%
FFP
179
Forbes Financial Planning
Rhode Island
$973K -$318K -6,206 -25%
AQR Capital Management
180
AQR Capital Management
Connecticut
$970K
IAG
181
Investment Advisory Group
Massachusetts
$923K +$10.2K +200 +1%
LIP
182
Lynch Investment Planning
Pennsylvania
$919K +$921K +17,993 New
AI
183
Atria Investments
North Carolina
$909K -$87.2K -1,703 -9%
UCFA
184
United Capital Financial Advisors
Texas
$904K -$111K -2,177 -11%
WA
185
Win Advisors
Florida
$902K +$24.6K +481 +3%
KFP
186
KMG Fiduciary Partners
Ohio
$901K +$62.2K +1,216 +7%
LBC
187
Lane Brothers & Co
Arizona
$890K +$892K +17,416 New
NGA
188
Naples Global Advisors
Florida
$885K -$535K -10,451 -38%
CWAF
189
Core Wealth Advisors (Florida)
Florida
$884K +$6.81K +133 +0.8%
AIFAIM
190
American Institute for Advanced Investment Management
Arizona
$870K +$57.6K +1,125 +7%
KW
191
Keyvantage Wealth
Pennsylvania
$864K -$3.79K -74 -0.4%
LI
192
LVZ Inc
Michigan
$848K -$35.5K -693 -4%
NG
193
Novem Group
New York
$814K +$78.5K +1,533 +11%
FAT
194
First American Trust
California
$807K +$1.89K +37 +0.2%
RWB
195
RMR Wealth Builders
New Jersey
$795K -$20.5K -400 -3%
EBWM
196
Eagle Bluffs Wealth Management
Missouri
$782K +$18K +352 +2%
OCM
197
Objective Capital Management
Ohio
$769K +$425K +8,303 +123%
HW
198
Hancock Whitney
Mississippi
$747K +$522K +10,195 +230%
FA
199
Fortis Advisors
Pennsylvania
$740K +$11.6K +226 +2%
BFG
200
Beacon Financial Group
Texas
$729K +$51 +1 +0%

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.