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iShares Short Maturity Bond ETF

352 hedge funds and large institutions have $2.94B invested in iShares Short Maturity Bond ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2.57B → $2.94B (+$374M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

8.31% more ownership

Funds ownership: 54.38%62.69% (+8.3%)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

2% less funds holding

Funds holding: 359352 (-7)

40% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 149

Holders
352
Holders Change
-7
Holders Change %
-1.95%
% of All Funds
5.93%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.44%
New
40
Increased
89
Reduced
149
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
226
Laird Norton Wetherby Wealth Management
California
$397K
NCM
227
NCM Capital Management
New Jersey
$394K -$4.99K -101 -1%
VW
228
Vance Wealth
California
$381K -$11.2K -226 -3%
TF
229
Trek Financial
Arizona
$381K +$383K +7,740 New
SG
230
Somerset Group
Minnesota
$376K
MM
231
Main Management
California
$374K
SOS
232
Silver Oak Securities
Tennessee
$370K +$371K +7,507 New
USCWA
233
U.S. Capital Wealth Advisors
Texas
$366K
FHA
234
Flagship Harbor Advisors
Massachusetts
$356K -$19K -385 -5%
MFS
235
Madrona Financial Services
Washington
$351K
NCM
236
Next Capital Management
New York
$342K +$19K +385 +6%
BA
237
Bellwether Advisors
Nebraska
$337K -$5.73K -116 -2%
BWP
238
Bernardo Wealth Planning
Pennsylvania
$335K -$11.5K -232 -3%
FCM
239
Firestone Capital Management
Florida
$334K
CCM
240
Coldstream Capital Management
Washington
$333K +$334K +6,760 New
KWS
241
Keystone Wealth Services
California
$331K -$24.5K -496 -7%
FA
242
Fortis Advisors
Pennsylvania
$323K -$64.3K -1,300 -17%
CW
243
CreativeOne Wealth
Kansas
$315K -$242K -4,891 -43%
BWCS
244
Beirne Wealth Consulting Services
Connecticut
$307K +$308K +6,241 New
CWA
245
Clearview Wealth Advisors
Oregon
$306K +$593 +12 +0.2%
IFG
246
Independent Financial Group
California
$303K +$304K +6,155 New
LWM
247
Ledge Wealth Management
Minnesota
$303K -$149K -3,022 -33%
KWM
248
KerberRose Wealth Management
Wisconsin
$301K +$302K +6,117 New
FCA
249
FLC Capital Advisors
California
$299K -$46K -931 -13%
EP
250
Eudaimonia Partners
Tennessee
$299K +$300K +6,069 New

NEAR Hedge Fund Activity: Q2 2022 in Review

352 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2022, worth a combined $2.94B — up 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEAR positions and 39 closed out — a net gain of 1 holder — while 89 added to existing stakes and 149 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $247M. The largest seller was Enstar Group, exiting entirely with an estimated $45.4M sold.

  • 352 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2022, down from 359 in Q1 2022.
  • Funds reported $2.94B of iShares Short Maturity Bond ETF stock for Q2 2022, up 15% quarter-over-quarter.
  • 40 funds opened new iShares Short Maturity Bond ETF positions in Q2 2022 and 39 closed out, a net change of +1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2022 was EP Wealth Advisors, an estimated $247M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2022 was Enstar Group, an estimated $45.4M sold.

Based on aggregated 13F filings for Q2 2022.