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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
Morgan Stanley
1
Morgan Stanley
New York
$167M -$6.55M -127,955 -4%
Bank of America
2
Bank of America
North Carolina
$150M -$29.7M -581,038 -16%
CCA
3
Clearwater Capital Advisors
Illinois
$149M +$6.19M +120,936 +4%
Wells Fargo
4
Wells Fargo
California
$138M -$130K -2,534 -0.1%
LPL Financial
5
LPL Financial
California
$136M -$7.41M -144,789 -5%
BI
6
Bramshill Investments
Florida
$125M -$3.36M -65,665 -3%
BlackRock
7
BlackRock
New York
$116M +$33.5M +654,709 +40%
UBS Group
8
UBS Group
Switzerland
$82.4M +$13.6M +264,887 +20%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$65M +$7.91M +154,611 +14%
Raymond James Financial
10
Raymond James Financial
Florida
$59.3M +$4.89M +95,510 +9%
Ameriprise
11
Ameriprise
Minnesota
$58.3M +$10.1M +197,581 +21%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$50.5M +$5.03M +98,340 +11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$29.1M +$4.81M +93,989 +20%
Corient Private Wealth
14
Corient Private Wealth
Florida
$26.9M +$13.5M +263,255 +100%
Stifel Financial
15
Stifel Financial
Missouri
$26.6M -$8.79M -171,795 -25%
USAA
16
United Services Automobile Association
Texas
$25.1M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$24.5M -$4.5M -87,962 -16%
NA
18
NewEdge Advisors
Louisiana
$24M +$3.93M +76,841 +20%
ARA
19
Alexander Randolph Advisory
Virginia
$22.6M +$317K +6,200 +1%
DCM
20
Donaldson Capital Management
Indiana
$21.8M -$1.16M -22,699 -5%
AP
21
Americana Partners
Texas
$21.5M +$237K +4,633 +1%
IIC
22
Integrated Investment Consultants
Michigan
$20.7M +$2.58M +50,491 +14%
Osaic Holdings
23
Osaic Holdings
Arizona
$16.8M +$2.43M +47,496 +17%
KL
24
KWMG LLC
Kansas
$15.4M +$699K +13,655 +5%
MWC
25
MBM Wealth Consultants
Missouri
$15M +$716K +13,985 +5%

NEAR Hedge Fund Activity: Q4 2025 in Review

396 of the 8,223 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.