NEAR
iShares Short Duration Bond Active ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +13.0% ·
net new positions +11.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 132.57K | $6.61M | n/a | −1 |
| Q2 2026 | 43 | +1 | 33.39M | $1.69B | +2 | −2 |
| Q1 2026 | 44 | -2 | 27.05M | $1.36B | +2 | −4 |
| Q4 2025 | 45 | -2 | 24.04M | $1.23B | n/a | −2 |
| Q3 2025 | 9 | +1 | 5.55M | $284.66M | +1 | n/a |
| Q2 2025 | 5 | 0 | 1.43M | $72.85M | n/a | n/a |
| Q1 2025 | 3 | 0 | 710.76K | $36.16M | n/a | n/a |
| Q4 2024 | 3 | +1 | 538.11K | $27.17M | +1 | n/a |
| Q3 2024 | 2 | 0 | 980.25K | $50.23M | n/a | n/a |
| Q2 2024 | 2 | n/a | 794.02K | $39.96M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.40M | n/a | $174.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 1.62M | +60.5% | $82.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Renaissance Technologies ✦ | 236.10K | -30.4% | $12.11M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 4 | Gotham Asset Management ✦ | 162.90K | +3231.9% | $8.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 84.59K | n/a | $4.34M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Citadel Advisors ✦ | 22.29K | -68.2% | $1.14M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 18.98K | New | $973,457 | 0.0% | New | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 7.76K | n/a | $397,728 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 4.10K | +13.8% | $210,338 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $973,457 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 385 holders, 50.63M shares, $2.46B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.