iShares Short Maturity Bond ETF
NEAR
406 hedge funds and large institutions have $3.05B invested in iShares Short Maturity Bond ETF in 2026 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 176 increasing their positions, 126 reducing their positions, and 29 closing their positions.
76% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 29
40% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 126
16% more capital invested
Capital invested by funds: $2.64B → $3.05B (+$414M)
4% more funds holding
Funds holding: 389 → 406 (+17)
2.27% more ownership
Funds ownership: 62.77% → 65.04% (+2.3%)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$235M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$35.4M |
| 3 |
WC
Weil Company
San Diego,
California
|
+$29.6M |
| 4 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
+$22.9M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWC
MBM Wealth Consultants
Chesterfield,
Missouri
|
-$17.2M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$16M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$12.3M |
| 4 |
EH
Equitable Holdings
New York
|
-$11M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$10.2M |
NEAR Hedge Fund Activity: Q2 2026 in Review
406 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2026, worth a combined $3.05B — up 16% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new NEAR positions and 29 closed out — a net gain of 22 holders — while 176 added to existing stakes and 126 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $235M. The largest seller was MBM Wealth Consultants, exiting entirely with an estimated $17.2M sold.
- 406 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2026, up from 389 in Q1 2026.
- Funds reported $3.05B of iShares Short Maturity Bond ETF stock for Q2 2026, up 16% quarter-over-quarter.
- 51 funds opened new iShares Short Maturity Bond ETF positions in Q2 2026 and 29 closed out, a net change of +22 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q2 2026 was Fidelity Investments, an estimated $235M added.
- The largest iShares Short Maturity Bond ETF seller in Q2 2026 was MBM Wealth Consultants, an estimated $17.2M sold.
Based on aggregated 13F filings for Q2 2026.