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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
DC
201
Darrow Company
Massachusetts
$713K +$44.5K +870 +7%
CBT
202
Crews Bank & Trust
Florida
$709K +$233K +4,555 +49%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$698K -$81.4K -1,591 -10%
KFGK
204
Keystone Financial Group (Kentucky)
Kentucky
$695K +$7.42K +145 +1%
GRP
205
Global Retirement Partners
California
$677K +$367K +7,162 +118%
CAL
206
Capital Analysts LLC
Pennsylvania
$671K +$15.9K +311 +2%
Comerica Bank
207
Comerica Bank
Texas
$658K +$177K +3,461 +37%
FWM
208
Forteris Wealth Management
New York
$654K +$655K +12,795 New
EFG
209
Embree Financial Group
Illinois
$649K -$91.8K -1,794 -12%
MHR
210
Matthew Hamilton Rosenberg
$644K -$116K -2,269 -15%
VH
211
Visionary Horizons
Tennessee
$639K +$179K +3,490 +39%
CAGAS
212
Capital Advisory Group Advisory Services
Minnesota
$637K
PIA
213
Perennial Investment Advisors
California
$636K -$2.58M -50,384 -80%
FTS
214
Fifth Third Securities
Ohio
$630K -$47.5K -928 -7%
SFGP
215
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$620K +$63.5K +1,240 +11%
SSC
216
Syverson Strege & Co
Iowa
$617K -$300K -5,859 -33%
TWA
217
TCI Wealth Advisors
Arizona
$613K +$9.57K +187 +2%
WWM
218
WJ Wealth Management
Arizona
$602K
FG
219
Fiduciary Group
Georgia
$595K +$596K +11,645 New
RBC
220
Roble Belko & Company
Pennsylvania
$595K -$78.5K -1,533 -12%
FMTC
221
Farmers & Merchants Trust Company
California
$585K -$117K -2,278 -17%
FFA
222
Farther Finance Advisors
California
$577K +$303K +5,927 +111%
MFG
223
Merit Financial Group
Georgia
$563K +$7.53K +147 +1%
FVWA
224
Foster Victor Wealth Advisors
South Carolina
$553K +$554K +10,828 New
CCA
225
Carrera Capital Advisors
Michigan
$550K +$551K +10,755 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.