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iShares Short Maturity Bond ETF
NEAR

327 hedge funds and large institutions have $1.81B invested in iShares Short Maturity Bond ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

2% more funds holding

Funds holding: 321 → 327 (+6)

1% less ownership

Funds ownership: 62.81% → 61.81% (-1%)

2% less capital invested

Capital invested by funds: $1.85B → $1.81B (-$39.4M)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
327
Holders Change
+6
Holders Change %
+1.87%
% of All Funds
4.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
30
Increased
108
Reduced
126
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$13.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$11.5M
3
MWC
MBM Wealth Consultants
Missouri
+$8.92M
4
TC
TAP Consulting
Missouri
+$8.52M
5
Morgan Stanley
Morgan Stanley
New York
+$7.89M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$30M
2
RPSA
Richard P. Slaughter Associates
Texas
-$27.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.1M
4
Jane Street
Jane Street
New York
-$13M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
226
Fortress Wealth Management
California
$325K +$102 +2 +0%
FMTC
227
Farmers & Merchants Trust Company
California
$325K +$2.29K +45 +0.7%
GRP
228
Global Retirement Partners
California
$291K +$12.1K +239 +4%
NCM
229
New Capital Management
Texas
$286K – – –
PWMAG
230
Pinnacle Wealth Management Advisory Group
New Jersey
$283K -$3.33M -65,491 -92%
JWA
231
JFS Wealth Advisors
Pennsylvania
$283K -$1.47K -29 -0.5%
MIH
232
Meitav Investment House
Israel
$280K – – –
MFGM
233
Marshall Financial Group (Maryland)
Maryland
$279K +$277K +5,443 New
CKAIS
234
Christensen King & Associates Investment Services
Washington
$278K +$1.57K +31 +0.6%
CIBC World Market
235
CIBC World Market
Ontario, Canada
$272K +$42.9K +845 +19%
FWSM
236
First Wilshire Securities Management
California
$270K -$36.7K -723 -12%
PCS
237
Private Client Services
Kentucky
$263K +$261K +5,137 New
Creative Planning
238
Creative Planning
Kansas
$263K +$261K +5,136 New
ACI
239
Alpha Cubed Investments
California
$263K – – –
MFS
240
Madrona Financial Services
Washington
$263K – – –
SAW
241
Signal Advisors Wealth
Michigan
$263K +$260K +5,123 New
FFA
242
Farther Finance Advisors
California
$260K – – –
SBIA
243
Sheaff Brock Investment Advisors
Indiana
$256K – – –
HI
244
Harbour Investments
Wisconsin
$255K -$22.4K -441 -8%
Barclays
245
Barclays
United Kingdom
$255K – – –
RWM
246
Rockwood Wealth Management
Pennsylvania
$255K +$253K +4,970 New
DCM
247
DGS Capital Management
New Jersey
$254K +$864 +17 +0.3%
PTC
248
Private Trust Company
Ohio
$250K +$21.2K +417 +9%
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$245K +$20.6K +405 +9%
IWC
250
Integrated Wealth Concepts
Massachusetts
$245K +$13.6K +268 +6%
8 9
10
11 12

NEAR Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2024, worth a combined $1.81B — down 2.1% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NEAR positions and 22 closed out — a net gain of 8 holders — while 108 added to existing stakes and 126 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $13.8M. The largest seller was Truist Financial, cutting an estimated $30M.

  • 327 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2024, up from 321 in Q2 2024.
  • Funds reported $1.81B of iShares Short Maturity Bond ETF stock for Q3 2024, down 2.1% quarter-over-quarter.
  • 30 funds opened new iShares Short Maturity Bond ETF positions in Q3 2024 and 22 closed out, a net change of +8 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2024 was Bramshill Investments, an estimated $13.8M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2024 was Truist Financial, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2024.