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iShares Short Maturity Bond ETF
NEAR

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

4% more funds holding in top 10

Funds holding in top 10: 23 → 24 (+1)

2.95% more ownership

Funds ownership: 55.44% → 58.39% (+2.9%)

1% more funds holding

Funds holding: 360 → 365 (+5)

5% more capital invested

Capital invested by funds: $2.67B → $2.8B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$101M
2
EG
Enstar Group
Bermuda
+$45.8M
3
Morgan Stanley
Morgan Stanley
New York
+$20.8M
4
WTB
Washington Trust Bank
Washington
+$15.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$15M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$42.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$19.6M
3
Wells Fargo
Wells Fargo
California
-$18.1M
4
SLF
Sun Life Financial
Ontario, Canada
-$16.6M
5
LPL Financial
LPL Financial
California
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
226
Keystone Wealth Services
California
$489K +$490K +9,789 New
CWS
227
Cypress Wealth Services
California
$485K -$246K -4,917 -34%
TP
228
Tranquility Partners
Tennessee
$485K -$32.6K -652 -6%
FHA
229
Flagship Harbor Advisors
Massachusetts
$470K +$71.5K +1,429 +18%
JSW
230
Journey Strategic Wealth
New Jersey
$455K +$455K +9,100 New
VC
231
Vicus Capital
Pennsylvania
$454K +$600 +12 +0.1%
MM
232
Meridian Management
Arkansas
$448K – – –
IWC
233
Integrated Wealth Concepts
Massachusetts
$429K -$1.29M -25,826 -75%
VW
234
Vance Wealth
California
$427K +$427K +8,543 New
FCA
235
FLC Capital Advisors
California
$416K +$25.2K +504 +6%
ACP
236
Aveo Capital Partners
Colorado
$403K +$88.7K +1,774 +28%
AW
237
ACG Wealth
Georgia
$400K – – –
AR
238
Apeiron RIA
Texas
$397K +$397K +7,945 New
PA
239
Parallel Advisors
California
$396K +$150 +3 +0%
FA
240
Fortis Advisors
Pennsylvania
$392K +$800 +16 +0.2%
NWM
241
Northwest Wealth Management
Iowa
$392K +$6.5K +130 +2%
CWA
242
Clearview Wealth Advisors
Oregon
$390K -$5.45K -109 -1%
TI
243
Tidal Investments
Wisconsin
$389K +$400 +8 +0.1%
USCWA
244
U.S. Capital Wealth Advisors
Texas
$385K – – –
SG
245
Somerset Group
Minnesota
$382K – – –
JWA
246
JFS Wealth Advisors
Pennsylvania
$381K – – –
SWM
247
Sugarloaf Wealth Management
Georgia
$381K +$400 +8 +0.1%
MM
248
Main Management
California
$379K – – –
WA
249
Wealth Alliance
New York
$368K -$5.1K -102 -1%
MFS
250
Madrona Financial Services
Washington
$356K -$750 -15 -0.2%
8 9
10
11 12

NEAR Hedge Fund Activity: Q4 2021 in Review

365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2021, worth a combined $2.8B — up 5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NEAR positions and 47 closed out — a net gain of 10 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $42.5M.

  • 365 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2021, up from 360 in Q3 2021.
  • Funds reported $2.8B of iShares Short Maturity Bond ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 57 funds opened new iShares Short Maturity Bond ETF positions in Q4 2021 and 47 closed out, a net change of +10 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2021 was BlackRock, an estimated $101M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2021 was Bank of America, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.