NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

360 hedge funds and large institutions have $3.33B invested in iShares Short Maturity Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 152 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-10
Holders Change %
-2.7%
% of All Funds
7.28%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.42%
New
29
Increased
152
Reduced
133
Closed
34
Calls
–
Puts
$2.63M
Net Calls
-$2.63M
Net Calls Change
-$2.63M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.8M
3
BFG
Beacon Financial Group
Texas
+$8.58M
4
SHGA
Sand Hill Global Advisors
California
+$7.29M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.08M

Top Sellers

1
Jane Street
Jane Street
New York
-$201M
2
Citadel Advisors
Citadel Advisors
Florida
-$42M
3
Morgan Stanley
Morgan Stanley
New York
-$39.6M
4
Bank of America
Bank of America
North Carolina
-$29.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
226
9258 Wealth Management
Ohio
$602K -$43.9K -877 -7%
HR
227
Howe & Rusling
New York
$601K +$601K +12,000 New
CAL
228
Capital Advisors Ltd
Ohio
$600K +$150 +3 +0%
MCIA
229
Mountain Capital Investment Advisors
Colorado
$596K -$12.6M -252,246 -95%
GRP
230
Global Retirement Partners
California
$595K +$91.5K +1,827 +18%
VBFG
231
Vishria Bird Financial Group
Tennessee
$591K -$20.1K -400 -3%
IWS
232
Insight Wealth Strategies
California
$585K +$1.95K +39 +0.3%
MM
233
Meridian Management
Arkansas
$567K – – –
FIA
234
Foundations Investment Advisors
Arizona
$559K +$271K +5,423 +94%
SWM
235
SigFig Wealth Management
California
$554K +$217K +4,323 +64%
MG
236
Mather Group
Illinois
$551K -$1.01M -20,199 -65%
CPIG
237
Chicago Partners Investment Group
Illinois
$539K +$159K +3,175 +42%
VC
238
Veracity Capital
Georgia
$538K +$45.6K +912 +9%
KeyBank National Association
239
KeyBank National Association
Ohio
$528K +$2.51K +50 +0.5%
ASN
240
Advisory Services Network
Georgia
$513K +$3.21K +64 +0.6%
TC
241
TownSquare Capital
Utah
$503K +$9.77K +195 +2%
LG
242
LaFleur & Godfrey
Michigan
$500K +$500K +9,970 New
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$489K -$409K -8,169 -46%
PLFAM
244
Pineno Levin & Ford Asset Management
Virginia
$484K +$484K +9,660 New
PG
245
Patten Group
Tennessee
$473K -$58.5K -1,167 -11%
TPWA
246
TRUE Private Wealth Advisors
Oregon
$471K -$155K -3,091 -25%
AIFAIM
247
American Institute for Advanced Investment Management
Arizona
$464K +$464K +9,250 New
DC
248
Davenport & Co
Virginia
$463K +$104K +2,071 +29%
AF
249
Affiance Financial
Minnesota
$436K – – –
M&T Bank
250
M&T Bank
New York
$427K +$24.1K +482 +6%
8 9
10
11 12