iShares Short Maturity Bond ETF
NEAR
375 hedge funds and large institutions have $2.1B invested in iShares Short Maturity Bond ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 25 closing their positions.
64% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 25
19% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 125
3% more funds holding
Funds holding: 363 → 375 (+12)
3% more capital invested
Capital invested by funds: $2.05B → $2.1B (+$55.5M)
0.1% more ownership
Funds ownership: 63.38% → 63.48% (+0.1%)
38% less funds holding in top 10
Funds holding in top 10: 16 → 10 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$21.1M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$15.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$51.4M |
| 2 |
NMG
New Millennium Group
Sandy,
Utah
|
-$23.5M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$18.5M |
| 4 |
Renaissance Technologies
New York
|
-$17.4M |
| 5 |
FFP
Forbes Financial Planning
East Greenwich,
Rhode Island
|
-$6.7M |
NEAR Hedge Fund Activity: Q2 2025 in Review
375 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2025, worth a combined $2.1B — up 2.7% from $2.05B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new NEAR positions and 25 closed out — a net gain of 16 holders — while 149 added to existing stakes and 125 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25M. The largest seller was Bramshill Investments, cutting an estimated $51.4M.
- 375 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2025, up from 363 in Q1 2025.
- Funds reported $2.1B of iShares Short Maturity Bond ETF stock for Q2 2025, up 2.7% quarter-over-quarter.
- 41 funds opened new iShares Short Maturity Bond ETF positions in Q2 2025 and 25 closed out, a net change of +16 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $25M added.
- The largest iShares Short Maturity Bond ETF seller in Q2 2025 was Bramshill Investments, an estimated $51.4M sold.
Based on aggregated 13F filings for Q2 2025.