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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
9WM
226
9258 Wealth Management
Ohio
$645K +$10.1K +204 +2%
AWM
227
Alterna Wealth Management
Texas
$642K -$21K -425 -3%
FNT
228
First National Trust
Pennsylvania
$636K
MAFM
229
Mid Atlantic Financial Management
Pennsylvania
$633K -$6.55M -132,574 -91%
TPWA
230
TRUE Private Wealth Advisors
Oregon
$625K -$704K -14,235 -53%
VBFG
231
Vishria Bird Financial Group
Tennessee
$610K +$25.9K +523 +4%
AWE
232
Avidian Wealth Enterprises
Texas
$604K -$604K -12,218 -50%
LRIA
233
Leonard Rickey Investment Advisors
Washington
$603K +$2.97K +60 +0.5%
CAL
234
Capital Advisors Ltd
Ohio
$599K +$247 +5 +0%
TI
235
Tidal Investments
Wisconsin
$592K +$55.5K +1,123 +10%
IWP
236
Icon Wealth Partners
Texas
$588K -$501K -10,130 -46%
IWS
237
Insight Wealth Strategies
California
$582K -$90.8K -1,837 -14%
IAIM
238
International Assets Investment Management
Florida
$577K -$148K -3,000 -21%
MM
239
Meridian Management
Arkansas
$566K -$37.1K -750 -6%
CWM
240
Cornerstone Wealth Management
Missouri
$561K +$143K +2,901 +35%
IC
241
IEQ Capital
California
$560K +$1.04K +21 +0.2%
PG
242
Patten Group
Tennessee
$531K -$138K -2,794 -21%
EWM
243
Edge Wealth Management
New York
$528K -$3.96K -80 -0.8%
KeyBank National Association
244
KeyBank National Association
Ohio
$524K +$7.42K +150 +1%
ASN
245
Advisory Services Network
Georgia
$508K -$948K -19,174 -65%
SAM
246
Strategy Asset Managers
California
$508K -$5.29K -107 -1%
GRP
247
Global Retirement Partners
California
$503K -$182K -3,684 -27%
LFAS
248
Level Four Advisory Services
Texas
$502K -$79.1K -1,601 -14%
SCM
249
SOL Capital Management
Maryland
$501K -$20.8K -420 -4%
PIMG
250
Patriot Investment Management Group
Tennessee
$498K -$15.7K -317 -3%

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.