NEAR — iShares Short Duration Bond
Reported value held$1.08B
Funds holding (latest)16
Sector—
Funds holding (Q2 2026)10
Institutional value$1.06B · 20.87M sh
New / Add / Cut / Exit1 / 8 / 1 / 0
Top-5 / Top-10 concentration87.8% / 100.0%
Institutional holdings change
Accumulating +37.2%
(+5.66M sh)
Institutional value change
Up +36.7%
As of Q2 2026, 10 SEC-registered investment managers reported holding NEAR (iShares Short Duration Bond) in their latest 13F filings, with a combined reported value of $1.06B across 20.87M shares. That is +37.2% by share count (+5.66M shares) versus the previous quarter, while reported value moved +36.7%. Ownership is concentrated: the five largest holders account for 87.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 8 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 5.62M | $284.69M | 0.01% | Add |
| Morgan Stanley history | 3.87M | $196.13M | 0.01% | Add |
| Bank of America Corp history | 3.32M | $168.06M | 0.01% | Add |
| Wells Fargo & Co history | 2.90M | $146.96M | 0.03% | Add |
| UBS Group AG history | 2.62M | $132.86M | 0.02% | Add |
| BlackRock Inc history | 2.37M | $120.27M | 0.00% | Add |
| Citigroup Inc history | 92.39K | $4.68M | 0.00% | Add |
| PNC Financial Services history | 31.09K | $1.58M | 0.00% | Add |
| JPMorgan Chase & Co history | 22.27K | $1.13M | 0.00% | New |
| AQR Capital Management history | 18.73K | $948.77K | 0.00% | Reduce |
Q1 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.52M | $178.76M | 0.01% | Add |
| Bank of America Corp history | 3.06M | $155.53M | 0.01% | Add |
| Wells Fargo & Co history | 2.76M | $140.52M | 0.03% | Add |
| UBS Group AG history | 2.51M | $127.59M | 0.02% | Add |
| BlackRock Inc history | 2.26M | $114.87M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 983.35K | $49.99M | 0.00% | Add |
| Citigroup Inc history | 72.93K | $3.71M | 0.00% | Add |
| PNC Financial Services history | 29.90K | $1.52M | 0.00% | Reduce |
| AQR Capital Management history | 18.98K | $965.01K | 0.00% | Hold |
Q4 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.27M | $167.03M | 0.01% | Reduce |
| Bank of America Corp history | 2.94M | $150.34M | 0.01% | Reduce |
| Wells Fargo & Co history | 2.69M | $137.69M | 0.03% | Hold |
| BlackRock Inc history | 2.27M | $116.12M | 0.00% | Add |
| UBS Group AG history | 1.61M | $82.44M | 0.01% | Add |
| Goldman Sachs Group history | 79.20K | $4.05M | 0.00% | Add |
| Citigroup Inc history | 67.56K | $3.45M | 0.00% | Reduce |
| PNC Financial Services history | 32.74K | $1.67M | 0.00% | Reduce |
| AQR Capital Management history | 18.98K | $970.04K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 4.33K | $221.45K | 0.00% | Add |
| JPMorgan Chase & Co history | 2.93K | $149.67K | 0.00% | Reduce |
Q3 2025 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 3.52M | $180.67M | 0.01% | Add |
| Morgan Stanley history | 3.40M | $174.18M | 0.01% | Add |
| Wells Fargo & Co history | 2.70M | $138.30M | 0.03% | Add |
| BlackRock Inc history | 1.62M | $82.95M | 0.00% | Add |
| UBS Group AG history | 1.35M | $69.14M | 0.01% | Add |
| Renaissance Technologies history | 236.10K | $12.11M | 0.02% | Reduce |
| Citigroup Inc history | 75.91K | $3.89M | 0.00% | Add |
| JPMorgan Chase & Co history | 42.30K | $2.17M | 0.00% | Add |
| PNC Financial Services history | 37.70K | $1.93M | 0.00% | Add |
| Citadel Advisors history | 22.29K | $1.14M | 0.00% | Reduce |
| AQR Capital Management history | 18.98K | $973.46K | 0.00% | New |
| Goldman Sachs Group history | 7.76K | $397.73K | 0.00% | Reduce |
| Northern Trust Corp history | 5.00K | $256.40K | 0.00% | Hold |
| BNY Mellon history | 4.99K | $256.12K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.10K | $210.34K | 0.00% | Add |
Q2 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 3.50M | $179.02M | 0.01% | Add |
| Morgan Stanley history | 3.16M | $161.54M | 0.01% | Add |
| Wells Fargo & Co history | 2.61M | $133.33M | 0.03% | Add |
| UBS Group AG history | 1.16M | $59.37M | 0.01% | Add |
| BlackRock Inc history | 1.01M | $51.50M | 0.00% | Add |
| Renaissance Technologies history | 339.29K | $17.34M | 0.02% | Reduce |
| Citigroup Inc history | 71.09K | $3.63M | 0.00% | Add |
| Citadel Advisors history | 70.00K | $3.58M | 0.00% | Add |
| JPMorgan Chase & Co history | 38.34K | $1.96M | 0.00% | Reduce |
| PNC Financial Services history | 13.91K | $710.89K | 0.00% | Reduce |
| Goldman Sachs Group history | 11.45K | $585.20K | 0.00% | New |
| BNY Mellon history | 7.07K | $361.40K | 0.00% | Reduce |
| Northern Trust Corp history | 5.00K | $255.50K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 3.60K | $184.17K | 0.00% | Add |
Q1 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 3.22M | $163.76M | 0.01% | Reduce |
| Morgan Stanley history | 2.67M | $135.76M | 0.01% | Reduce |
| Wells Fargo & Co history | 2.33M | $118.47M | 0.03% | Add |
| UBS Group AG history | 1.13M | $57.67M | 0.01% | Add |
| BlackRock Inc history | 845.11K | $42.99M | 0.00% | Reduce |
| Renaissance Technologies history | 682.80K | $34.73M | 0.05% | Add |
| Citigroup Inc history | 64.66K | $3.29M | 0.00% | Add |
| JPMorgan Chase & Co history | 46.06K | $2.34M | 0.00% | Add |
| Citadel Advisors history | 23.93K | $1.22M | 0.00% | Add |
| PNC Financial Services history | 17.32K | $881.20K | 0.00% | Add |
| BNY Mellon history | 11.08K | $563.85K | 0.00% | Add |
| Northern Trust Corp history | 5.00K | $254.35K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 191 | $9.72K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 22.27K sh · $1.13M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 16 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 5.62M | 983.35K | 4.33K | 4.10K | 3.60K | 191 | 109 | 110 | 201 | 159 | 5.04K | 1.89M | 2.39M | 2.09M | 2.29M | 2.90M | 4.53M | 4.53M | 4.53M | 4.23M |
| Morgan Stanley | 3.87M | 3.52M | 3.27M | 3.40M | 3.16M | 2.67M | 2.87M | 2.34M | 2.19M | 2.48M | 3.02M | 3.02M | 3.76M | 4.05M | 4.64M | 7.20M | 7.56M | 6.81M | 6.03M | 5.61M |
| Bank of America Corp | 3.32M | 3.06M | 2.94M | 3.52M | 3.50M | 3.22M | 3.34M | 3.38M | 3.46M | 3.45M | 3.42M | 3.77M | 5.94M | 9.04M | 8.81M | 8.08M | 3.93M | 3.55M | 5.04M | 5.89M |
| Wells Fargo & Co | 2.90M | 2.76M | 2.69M | 2.70M | 2.61M | 2.33M | 1.94M | 1.60M | 1.74M | 1.77M | 1.64M | 1.41M | 1.42M | 1.56M | 1.67M | 2.18M | 2.07M | 2.19M | 1.41M | 1.78M |
| UBS Group AG | 2.62M | 2.51M | 1.61M | 1.35M | 1.16M | 1.13M | 1.08M | 959.60K | 932.45K | 990.26K | 1.09M | 1.93M | 1.83M | 2.07M | 2.17M | 2.22M | 2.57M | 2.56M | 2.59M | 2.51M |
| BlackRock Inc | 2.37M | 2.26M | 2.27M | 1.62M | 1.01M | 845.11K | 951.09K | 1.55M | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | 92.39K | 72.93K | 67.56K | 75.91K | 71.09K | 64.66K | 62.12K | 72.10K | 78.87K | 72.26K | 59.07K | 67.31K | 71.93K | 69.63K | 62.58K | 37.68K | 43.80K | 43.96K | 38.70K | 22.05K |
| PNC Financial Services | 31.09K | 29.90K | 32.74K | 37.70K | 13.91K | 17.32K | 16.41K | 14.68K | 14.60K | 15.26K | 14.81K | 9.51K | 18.93K | 9.05K | 9.06K | 7.75K | 9.52K | 8.01K | 4.68K | 4.68K |
| JPMorgan Chase & Co | 22.27K | — | 2.93K | 42.30K | 38.34K | 46.06K | 16.14K | 41.56K | 27.67K | 2.71K | 89.03K | 107.24K | 53.30K | 213 | 48.25K | — | 57.37K | 83.35K | 131.67K | 171.20K |
| AQR Capital Management | 18.73K | 18.98K | 18.98K | 18.98K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | — | 22.29K | 70.00K | 23.93K | 8.29K | 181.95K | 222.42K | 29.33K | 10.64K | 27.14K | 76.38K | 42.91K | 26.27K | 181.13K | 73.50K | — | 105.95K | 497.30K |
| Goldman Sachs Group | — | — | 79.20K | 7.76K | 11.45K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | — | — | — | 236.10K | 339.29K | 682.80K | 525.80K | 798.30K | 571.60K | 792.70K | 1.27M | 996.70K | 646.60K | 544.27K | — | — | — | — | — | — |
| BNY Mellon | — | — | — | 4.99K | 7.07K | 11.08K | 9.96K | 8.05K | 10.76K | 9.73K | 13.31K | 13.37K | 9.81K | 12.20K | 14.13K | 13.28K | 9.93K | 7.08K | — | 88.57K |
| Northern Trust Corp | — | — | — | 5.00K | 5.00K | 5.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | 9.61K | — | 7.30K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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