iShares Short Maturity Bond ETF
NEAR
336 hedge funds and large institutions have $4.94B invested in iShares Short Maturity Bond ETF in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 113 reducing their positions, and 19 closing their positions.
121% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 19
24% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 113
17% more funds holding in top 10
Funds holding in top 10: 41 → 48 (+7)
7% more funds holding
Funds holding: 315 → 336 (+21)
1.28% less ownership
Funds ownership: 73.47% → 72.19% (-1.3%)
14% less capital invested
Capital invested by funds: $5.74B → $4.94B (-$798M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$96.5M |
| 2 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
+$25.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$25M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$15.7M |
| 5 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$44M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$37.3M |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$33.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$22.9M |
NEAR Hedge Fund Activity: Q3 2019 in Review
336 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2019, worth a combined $4.94B — down 14% from $5.74B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new NEAR positions and 19 closed out — a net gain of 23 holders — while 140 added to existing stakes and 113 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $96.5M. The largest seller was Vanguard Group, exiting entirely with an estimated $44M sold.
- 336 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2019, up from 315 in Q2 2019.
- Funds reported $4.94B of iShares Short Maturity Bond ETF stock for Q3 2019, down 14% quarter-over-quarter.
- 42 funds opened new iShares Short Maturity Bond ETF positions in Q3 2019 and 19 closed out, a net change of +23 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q3 2019 was Flow Traders U.S., an estimated $96.5M added.
- The largest iShares Short Maturity Bond ETF seller in Q3 2019 was Vanguard Group, an estimated $44M sold.
Based on aggregated 13F filings for Q3 2019.