We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

363 hedge funds and large institutions have $2.05B invested in iShares Short Maturity Bond ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

18% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 114

4% more funds holding

Funds holding: 348363 (+15)

1.81% less ownership

Funds ownership: 65.19%63.38% (-1.8%)

18% less capital invested

Capital invested by funds: $2.5B → $2.05B (-$450M)

Holders
363
Holders Change
+15
Holders Change %
+4.31%
% of All Funds
4.87%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.21%
New
48
Increased
135
Reduced
114
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$177M +$13.2M +259,730 +8%
Bank of America
2
Bank of America
North Carolina
$164M -$6.18M -121,947 -4%
Morgan Stanley
3
Morgan Stanley
New York
$136M -$10.2M -202,273 -7%
CCA
4
Clearwater Capital Advisors
Illinois
$133M +$3.14M +62,036 +2%
LPL Financial
5
LPL Financial
California
$122M +$10.1M +198,499 +9%
Wells Fargo
6
Wells Fargo
California
$118M +$19.5M +385,128 +20%
Raymond James Financial
7
Raymond James Financial
Florida
$68.2M +$510K +10,058 +0.8%
UBS Group
8
UBS Group
Switzerland
$57.7M +$2.72M +53,663 +5%
BlackRock
9
BlackRock
New York
$43M -$5.37M -105,988 -11%
Ameriprise
10
Ameriprise
Minnesota
$38.1M +$11M +216,744 +41%
SF
11
Summit Financial
New Jersey
$36.6M +$36.4M +718,511 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$35.8M +$8.67M +171,142 +32%
Renaissance Technologies
13
Renaissance Technologies
New York
$34.7M +$7.95M +157,000 +30%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$31.5M +$8.33M +164,435 +36%
DCM
15
Donaldson Capital Management
Indiana
$29.1M -$1.7M -33,490 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$28.9M +$6.96M +137,456 +32%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$28.6M +$3.23M +63,714 +13%
NMG
18
New Millennium Group
Utah
$23.6M +$23.5M +463,195 New
AP
19
Americana Partners
Texas
$19.2M +$19.1M +377,552 New
DIP
20
DT Investment Partners
Pennsylvania
$18.2M +$18.2M +358,372 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$17.9M -$425K -8,397 -2%
NA
22
NewEdge Advisors
Louisiana
$17.4M +$9.17M +181,053 +113%
MAG
23
Members Advisory Group
New York
$16.6M -$1.57M -31,001 -9%
UBP
24
Union Bancaire Privee
Switzerland
$16.6M -$49.4K -976 -0.3%
SAM
25
Securian Asset Management
Minnesota
$16.2M

NEAR Hedge Fund Activity: Q1 2025 in Review

363 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2025, worth a combined $2.05B — down 18% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NEAR positions and 27 closed out — a net gain of 21 holders — while 135 added to existing stakes and 114 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $36.4M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 363 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2025, up from 348 in Q4 2024.
  • Funds reported $2.05B of iShares Short Maturity Bond ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 48 funds opened new iShares Short Maturity Bond ETF positions in Q1 2025 and 27 closed out, a net change of +21 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2025 was Summit Financial, an estimated $36.4M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2025 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.