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iShares Short Maturity Bond ETF
NEAR

315 hedge funds and large institutions have $5.74B invested in iShares Short Maturity Bond ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

19% more capital invested

Capital invested by funds: $4.82B → $5.74B (+$921M)

3% more funds holding in top 10

Funds holding in top 10: 40 → 41 (+1)

2% more funds holding

Funds holding: 309 → 315 (+6)

4% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 122

4.23% less ownership

Funds ownership: 77.7% → 73.47% (-4.2%)

Holders
315
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
6.84%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.89%
New
43
Increased
117
Reduced
122
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$140M
2
GC
Guggenheim Capital
Illinois
+$31.7M
3
AIM
Astor Investment Management
Illinois
+$26.7M
4
Betterment LLC
Betterment LLC
New York
+$24.3M
5
Wells Fargo
Wells Fargo
California
+$17.5M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$170M
2
DF
Donoghue Forlines
Massachusetts
-$37.5M
3
SAS
Sage Advisory Services
Texas
-$28.8M
4
CFGS
Concourse Financial Group Securities
Alabama
-$23M
5
Morgan Stanley
Morgan Stanley
New York
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
251
High Falls Advisors
New York
$314K +$314K +6,244 New
IWM
252
IHT Wealth Management
Illinois
$313K -$172K -3,424 -36%
MWM
253
MorganRosel Wealth Management
Colorado
$308K +$307K +6,111 New
CAN
254
Claraphi Advisory Network
United States
$306K -$2.71K -54 -0.9%
LNWWM
255
Laird Norton Wetherby Wealth Management
California
$299K +$23.3K +464 +8%
SG
256
StoneX Group
New York
$294K -$62.1K -1,236 -17%
NGA
257
Naples Global Advisors
Florida
$292K +$292K +5,807 New
ACP
258
Aveo Capital Partners
Colorado
$289K +$288K +5,740 New
UC
259
Unio Capital
New Jersey
$289K +$289K +5,756 New
WWM
260
Western Wealth Management
Colorado
$282K -$25.6K -510 -8%
PAMG
261
Patton Albertson Miller Group
Tennessee
$282K +$281K +5,600 New
NCM
262
Northwest Capital Management
Oregon
$278K – – –
AWA
263
Acorn Wealth Advisors
Michigan
$275K +$2.56K +51 +0.9%
FHC
264
First Heartland Consultants
Missouri
$270K +$270K +5,367 New
AIM
265
Aspen Investment Management
Michigan
$267K – – –
PA
266
Parallel Advisors
California
$266K -$111K -2,218 -30%
HR
267
Hayden Royal
North Carolina
$255K +$255K +5,076 New
US Bancorp
268
US Bancorp
Minnesota
$254K +$58.1K +1,156 +30%
SI
269
Stephens Inc
Arkansas
$253K +$252K +5,021 New
EWA
270
EP Wealth Advisors
California
$234K +$234K +4,652 New
WS
271
Wedbush Securities
California
$233K +$233K +4,635 New
CRWM
272
Castle Rock Wealth Management
California
$231K +$229K +4,554 New
LG
273
LaFleur & Godfrey
Michigan
$229K -$25.1K -500 -10%
FFG
274
Ford Financial Group
California
$226K – – –
LWAC
275
Laurel Wealth Advisors (California)
California
$224K +$224K +4,460 New
9 10
11
12 13

NEAR Hedge Fund Activity: Q2 2019 in Review

315 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2019, worth a combined $5.74B — up 19% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NEAR positions and 31 closed out — a net gain of 12 holders — while 117 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $140M. The largest seller was Envestnet Asset Management, cutting an estimated $170M.

  • 315 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2019, up from 309 in Q1 2019.
  • Funds reported $5.74B of iShares Short Maturity Bond ETF stock for Q2 2019, up 19% quarter-over-quarter.
  • 43 funds opened new iShares Short Maturity Bond ETF positions in Q2 2019 and 31 closed out, a net change of +12 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2019 was Bank of America, an estimated $140M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2019 was Envestnet Asset Management, an estimated $170M sold.

Based on aggregated 13F filings for Q2 2019.