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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
VFG
201
Valley Financial Group
Pennsylvania
$571K +$715 +14 +0.1%
SFGP
202
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$559K +$202K +3,959 +57%
MFG
203
Merit Financial Group
Georgia
$557K +$28.6K +559 +5%
Creative Planning
204
Creative Planning
Kansas
$546K -$201K -3,927 -27%
JWM
205
JGP Wealth Management
Oregon
$532K +$2.09K +41 +0.4%
PFGIA
206
Patriot Financial Group Insurance Agency
Massachusetts
$525K +$523K +10,230 New
HI
207
Hudock Inc
Pennsylvania
$520K -$19.2K -375 -4%
4WM
208
4J Wealth Management
Virginia
$518K -$4.34K -85 -0.8%
ST
209
Smithfield Trust
Pennsylvania
$517K -$83.7K -1,639 -14%
GF
210
Gries Financial
Ohio
$516K
AA
211
Armis Advisers
Georgia
$514K +$5.36K +105 +1%
Cerity Partners
212
Cerity Partners
New York
$513K -$61.3K -1,200 -11%
OP
213
ORG Partners
Indiana
$512K -$653K -12,782 -29%
LIA
214
Luken Investment Analytics
Tennessee
$510K -$1.28K -25 -0.3%
CPIG
215
Chicago Partners Investment Group
Illinois
$510K -$334K -6,539 -40%
GKIM
216
GW&K Investment Management
Massachusetts
$506K +$5.42K +106 +1%
DWM
217
Dakota Wealth Management
Florida
$504K -$120K -2,350 -19%
AF
218
Aviso Financial
Ontario, Canada
$501K -$88.3K -1,729 -15%
SFPG
219
Stonebridge Financial Planning Group
Florida
$493K -$117K -2,300 -19%
CSI
220
Cross Staff Investments
New York
$486K -$60.4K -1,183 -11%
PCS
221
Private Client Services
Kentucky
$486K +$17.9K +351 +4%
Comerica Bank
222
Comerica Bank
Texas
$483K +$38.2K +747 +9%
CBT
223
Crews Bank & Trust
Florida
$478K
RWP
224
RWA Wealth Partners
Massachusetts
$474K +$5.01K +98 +1%
VH
225
Visionary Horizons
Tennessee
$462K +$122K +2,379 +36%

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.