iShares Short Maturity Bond ETF
NEAR
335 hedge funds and large institutions have $2.02B invested in iShares Short Maturity Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 32 closing their positions.
28% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 32
2.7% more ownership
Funds ownership: 60.78% → 63.48% (+2.7%)
2% more funds holding
Funds holding: 330 → 335 (+5)
23% less capital invested
Capital invested by funds: $2.6B → $2.02B (-$587M)
27% less funds holding in top 10
Funds holding in top 10: 15 → 11 (-4)
27% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 136
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$17.4M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$13.4M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$9.83M |
| 4 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
+$8.53M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$8.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$108M |
| 2 |
Jane Street
New York
|
-$52M |
| 3 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
-$40.3M |
| 4 |
Morgan Stanley
New York
|
-$36.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.1M |
NEAR Hedge Fund Activity: Q3 2023 in Review
335 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2023, worth a combined $2.02B — down 23% from $2.6B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new NEAR positions and 32 closed out — a net gain of 9 holders — while 99 added to existing stakes and 136 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $108M.
- 335 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2023, up from 330 in Q2 2023.
- Funds reported $2.02B of iShares Short Maturity Bond ETF stock for Q3 2023, down 23% quarter-over-quarter.
- 41 funds opened new iShares Short Maturity Bond ETF positions in Q3 2023 and 32 closed out, a net change of +9 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q3 2023 was Renaissance Technologies, an estimated $17.4M added.
- The largest iShares Short Maturity Bond ETF seller in Q3 2023 was Bank of America, an estimated $108M sold.
Based on aggregated 13F filings for Q3 2023.