We are live on ! Find out more
NEAR icon

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
Bank of America
1
Bank of America
North Carolina
$181M +$1.01M +19,831 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$174M +$12M +235,507 +7%
CCA
3
Clearwater Capital Advisors
Illinois
$144M +$10M +196,471 +8%
LPL Financial
4
LPL Financial
California
$144M +$12.2M +238,106 +9%
Wells Fargo
5
Wells Fargo
California
$138M +$4.49M +87,871 +3%
BI
6
Bramshill Investments
Florida
$129M +$2.15M +42,170 +2%
BlackRock
7
BlackRock
New York
$83M +$31.2M +609,869 +61%
UBS Group
8
UBS Group
Switzerland
$69.1M +$9.53M +186,570 +16%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$57.3M +$19.4M +379,923 +52%
Raymond James Financial
10
Raymond James Financial
Florida
$54.6M +$4.48M +87,689 +9%
Ameriprise
11
Ameriprise
Minnesota
$48.4M +$1.32M +25,890 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$45.6M +$3.89M +76,153 +9%
Stifel Financial
13
Stifel Financial
Missouri
$35.5M +$2.27M +44,460 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$29M -$2.14M -41,853 -7%
USAA
15
United Services Automobile Association
Texas
$25.1M +$25.1M +490,400 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$24.4M -$229K -4,484 -0.9%
DCM
17
Donaldson Capital Management
Indiana
$23M -$2.85M -55,719 -11%
ARA
18
Alexander Randolph Advisory
Virginia
$22.4M +$3.64M +71,275 +20%
AP
19
Americana Partners
Texas
$21.3M +$1.28M +24,977 +6%
NA
20
NewEdge Advisors
Louisiana
$20.1M +$7.23M +141,498 +56%
SF
21
Summit Financial
New Jersey
$18.5M -$17.8M -349,147 -49%
IIC
22
Integrated Investment Consultants
Michigan
$18.2M +$1.85M +36,180 +11%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$16.4M -$2.12M -41,484 -11%
SAM
24
Securian Asset Management
Minnesota
$16.3M
UBP
25
Union Bancaire Privee
Switzerland
$14.8M -$2.52M -49,363 -15%

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.