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iShares Short Maturity Bond ETF
NEAR

359 hedge funds and large institutions have $3.04B invested in iShares Short Maturity Bond ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 85 increasing their positions, 155 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

11.01% more ownership

Funds ownership: 64.17% → 75.18% (+11%)

7% more funds holding

Funds holding: 337 → 359 (+22)

1% more capital invested

Capital invested by funds: $3B → $3.04B (+$40.4M)

11% less funds holding in top 10

Funds holding in top 10: 28 → 25 (-3)

45% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 155

Holders
359
Holders Change
+22
Holders Change %
+6.53%
% of All Funds
5.77%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
59
Increased
85
Reduced
155
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$125M
2
USAA
United Services Automobile Association
Texas
+$93.4M
3
PA
Planning Alternatives
Michigan
+$59M
4
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
+$45.3M
5
Bank of America
Bank of America
North Carolina
+$36.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$126M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$30M
3
Wells Fargo
Wells Fargo
California
-$25.1M
4
RCS
Retirement Capital Strategies
California
-$21.5M
5
ICG
InterOcean Capital Group
Tennessee
-$16.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
226
Carlton Hofferkamp & Jenks Wealth Management
Texas
$367K -$838K -17,036 -70%
ACI
227
Alpha Cubed Investments
California
$351K +$66.1K +1,345 +23%
CCG
228
Capital CS Group
California
$351K -$41.6K -847 -11%
DAS
229
Dynamic Advisor Solutions
Arizona
$348K +$64.1K +1,304 +23%
NCM
230
Next Capital Management
New York
$343K – – –
USCWA
231
U.S. Capital Wealth Advisors
Texas
$341K – – –
FCM
232
Firestone Capital Management
Florida
$334K – – –
SPAS
233
Spectrum Planning & Advisory Services
California
$328K -$21.7K -441 -6%
BCMO
234
Buckingham Capital Management (Ohio)
Ohio
$317K -$646K -13,130 -67%
MIH
235
Meitav Investment House
Israel
$317K – – –
RCG
236
Regatta Capital Group
California
$316K +$316K +6,422 New
BNP Paribas Financial Markets
237
BNP Paribas Financial Markets
France
$312K +$312K +6,342 New
FFA
238
Farther Finance Advisors
California
$308K +$308K +6,257 New
AR
239
Apeiron RIA
Texas
$308K -$60.4K -1,229 -16%
FCA
240
FLC Capital Advisors
California
$299K – – –
AWG
241
Altus Wealth Group
Colorado
$298K +$298K +6,057 New
CSPAM
242
Cary Street Partners Asset Management
Virginia
$292K – – –
LWM
243
Ledge Wealth Management
Minnesota
$291K +$290K +5,900 New
GSIAS
244
Garden State Investment Advisory Services
New Jersey
$288K +$288K +5,850 New
IC
245
Inscription Capital
Texas
$286K – – –
IAIM
246
International Assets Investment Management
Florida
$281K +$43.2K +878 +18%
CCM
247
Coldstream Capital Management
Washington
$276K +$275K +5,597 New
IWN
248
Independent Wealth Network
Iowa
$274K -$9.54K -194 -3%
FHA
249
Flagship Harbor Advisors
Massachusetts
$266K -$51K -1,038 -16%
PAMG
250
Patton Albertson Miller Group
Tennessee
$264K – – –
8 9
10
11 12

NEAR Hedge Fund Activity: Q4 2022 in Review

359 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2022, worth a combined $3.04B — up 1.3% from $3B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NEAR positions and 29 closed out — a net gain of 30 holders — while 85 added to existing stakes and 155 trimmed.

The largest buyer was BlackRock, adding an estimated $125M. The largest seller was Morgan Stanley, cutting an estimated $126M.

  • 359 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2022, up from 337 in Q3 2022.
  • Funds reported $3.04B of iShares Short Maturity Bond ETF stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 59 funds opened new iShares Short Maturity Bond ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2022 was BlackRock, an estimated $125M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2022 was Morgan Stanley, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2022.