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BlackRock Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

BlackRock Advisors’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$123M Sell
2,441,204
-450,349
-16% -$22.6M 0.12% 179
2016
Q3 		$145M Buy
+2,891,553
New +$145M 0.15% 163

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

BlackRock Advisors's NEAR Position: Q4 2016 in Review

BlackRock Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 16% in Q4 2016, selling an estimated $22.6M and leaving 2,441,204 shares worth $123M. The position accounts for 0.12% of the portfolio, ranked #179.

BlackRock Advisors first reported a position in NEAR in Q3 2016 and has held it in 2 quarters since. The position peaked at $145M in Q3 2016. 102 funds tracked by Wall St. Rank hold NEAR as of Q4 2016.

  • BlackRock Advisors held 2,441,204 shares of iShares Short Maturity Bond ETF worth $123M as of Q4 2016.
  • BlackRock Advisors sold 450,349 iShares Short Maturity Bond ETF shares in Q4 2016, an estimated $22.6M.
  • iShares Short Maturity Bond ETF made up 0.12% of BlackRock Advisors's portfolio in Q4 2016, its #179 holding.
  • BlackRock Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2016 and has held it in 2 quarters since.
  • BlackRock Advisors's iShares Short Maturity Bond ETF position peaked at $145M in Q3 2016.
  • 102 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.