iShares Short Maturity Bond ETF
NEAR
360 hedge funds and large institutions have $2.67B invested in iShares Short Maturity Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 134 reducing their positions, and 36 closing their positions.
15% more funds holding in top 10
Funds holding in top 10: 20 → 23 (+3)
0.61% less ownership
Funds ownership: 56.05% → 55.44% (-0.61%)
1% less capital invested
Capital invested by funds: $2.71B → $2.67B (-$39.4M)
3% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 36
10% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 134
2% less funds holding
Funds holding: 366 → 360 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$49.6M |
| 2 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$30.2M |
| 3 |
Morgan Stanley
New York
|
+$14.7M |
| 4 |
BlackRock
New York
|
+$13.7M |
| 5 |
CI
Conning Inc
Hartford,
Connecticut
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EG
Enstar Group
Hamilton,
Bermuda
|
-$71.8M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$27.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$20.9M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$18.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$18.9M |
NEAR Hedge Fund Activity: Q3 2021 in Review
360 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2021, worth a combined $2.67B — down 1.5% from $2.71B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of NEAR and 35 opened new positions — a net loss of 1 holder — while 134 trimmed existing stakes and 121 added.
The largest buyer was Bramshill Investments, adding an estimated $49.6M. The largest seller was Enstar Group, exiting entirely with an estimated $71.8M sold.
- 360 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2021, down from 366 in Q2 2021.
- Funds reported $2.67B of iShares Short Maturity Bond ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
- 35 funds opened new iShares Short Maturity Bond ETF positions in Q3 2021 and 36 closed out, a net change of -1 holder.
- The largest iShares Short Maturity Bond ETF buyer in Q3 2021 was Bramshill Investments, an estimated $49.6M added.
- The largest iShares Short Maturity Bond ETF seller in Q3 2021 was Enstar Group, an estimated $71.8M sold.
Based on aggregated 13F filings for Q3 2021.