Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES U S ETF TR (NEAR)

367 + Investors. Track Smart Money conviction in NEAR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — NEAR

Based on 367 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NEAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
367 hedge funds hold NEAR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

209 buying143 selling
Last quarter: 209 funds bought or added vs 143 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new NEAR position: 50 → 39 → 35 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 24% medium ■ 16% new
220 out of 367 hedge funds have held NEAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~48 new funds/quarter

47 → 50 → 39 → 35 → 48 new funds/Q
New funds entering each quarter: 50 → 39 → 35 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 11% 1-2yr ■ 26% new
Of 367 current holders: 232 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
17 of 367 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: NEAR

How many hedge funds hold NEAR — quarterly history vs. share price
Quarterly hedge fund ownership of NEAR vs. share price

Market Analysis: NEAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NEAR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 8 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: NEAR
2026 Q1 Stats Unlock in 21 days 367 + Investors

Track Smart Money conviction in NEAR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 367 353 3.97%
13F Shares 49M 43M 14.39%
Total Value $2.42B $2.21B 9.41%
New Positions 48 35 +13
Increased Positions 161 150 +11
Closed Positions 34 37 -3
Reduced Positions 109 113 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NEAR

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Financial Highlights

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Institutional Holders (2026 Q1)

367 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NEAR. Verified SEC 13F-HR filings.

Top 25 institutional holders of NEAR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OakTrust Wealth Advisors, LLC 6.82% 147,331 $7.5M
2 Optivise Advisory Services LLC 5.04% 163,727 $8.3M
3 MBM WEALTH CONSULTANTS, LLC 3.94% 337,510 $17.2M
4 Selby Wealth Management, LLC 2.87% 143,443 $7.3M
5 Kure Advisory, LLC 2.48% 89,641 $4.6M
6 Values First Advisors, Inc. 2.43% 91,733 $4.7M
7 Ifrah Financial Services, Inc. 2.41% 179,122 $9.1M
8 PROATHLETE WEALTH MANAGEMENT LLC 2.25% 159,332 $8.1M
9 VISTA INVESTMENT PARTNERS II, LLC 2.10% 91,940 $4.7M
10 Meramec Financial Planners, LLC 2.01% 99,376 $5.1M
11 Bond & Devick Financial Network, Inc. 1.99% 139,987 $7.1M
12 First Citizens Financial Corp 1.72% 71,844 $3.7M
13 JACOBSON & SCHMITT ADVISORS, LLC 1.71% 185,629 $9.4M
14 IRON Financial LLC 1.55% 69,556 $3.5M
15 KWMG, LLC 1.35% 317,129 $16.1M
16 BRADY FAMILY WEALTH, LLC 1.32% 83,488 $4.2M
17 VALLEY NATIONAL ADVISERS INC 1.24% 188,608 $10K
18 Realta Investment Advisors 1.14% 64,756 $3.3M
19 PLANNING DIRECTIONS INC 1.07% 41,769 $2.1M
20 MEMBERS WEALTH LLC 1.04% 34,367 $1.7M
21 Infinity Wealth Counsel, LLC 1.04% 22,322 $1.1M
22 Joel Adams & Associates, Inc. 1.03% 27,410 $1.4M
23 WBH ADVISORY INC 0.95% 250,366 $12.7M
24 Syntegra Private Wealth Group, LLC 0.93% 193,452 $9.8M
25 Montecito Bank & Trust 0.93% 111,566 $5.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES U S ETF TR (NEAR)

What does the Smart Money Trend signal show for NEAR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NEAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NEAR?

Slight buying edge — 59% buying: Last quarter: 209 funds bought or added vs 143 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NEAR holders?

Strong quality — 37% AUM from major funds: 17 of 367 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NEAR?

60% of holders stayed for 2+ years: 220 out of 367 hedge funds have held NEAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.