NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

360 hedge funds and large institutions have $2.67B invested in iShares Short Maturity Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-5
Holders Change %
-1.37%
% of All Funds
6.32%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
35
Increased
121
Reduced
134
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$61.7M
2
TFS
2
TrustCore Financial Services
Tennessee
$59.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$282M
4
BlackRock
4
BlackRock
New York
$276M
5
CI
5
Conning Inc
Connecticut
$12.4M

Top Sellers

1
EG
1
Enstar Group
Bermuda
$0
2
GWM
2
Geneos Wealth Management
Colorado
$297K
3
Bank of America
3
Bank of America
North Carolina
$295M
4
FTUS
4
Flow Traders U.S.
New York
$1.37M
5
Wells Fargo
5
Wells Fargo
California
$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
PK
251
Pflug Koory
Nebraska
$328K – – –
CIBC World Market
252
CIBC World Market
Ontario, Canada
$327K -$12.1K -242 -4%
VWA
253
V Wealth Advisors
Kansas
$327K +$201 +4 +0.1%
PFS
254
Prospera Financial Services
Texas
$322K +$25.8K +515 +9%
RFWA
255
RPg Family Wealth Advisory
Massachusetts
$321K +$21.4K +427 +7%
DE
256
Day & Ennis
Georgia
$319K +$402 +8 +0.1%
APWA
257
Atlas Private Wealth Advisors
New Jersey
$318K -$93.5K -1,867 -23%
ACP
258
Aveo Capital Partners
Colorado
$316K – – –
SDH
259
Sloy Dahl & Holst
Washington
$311K +$311K +6,200 New
9WM
260
9258 Wealth Management
Ohio
$310K +$9.98K +199 +3%
MGIA
261
Matthew Goff Investment Advisor
Texas
$304K -$1.47M -29,233 -83%
WS
262
Wedbush Securities
California
$302K +$100 +2 +0%
MWM
263
Midwest Wealth Management
Indiana
$301K -$151K -3,000 -33%
CCP
264
Cassia Capital Partners
North Carolina
$301K +$301K +6,000 New
EWA
265
EP Wealth Advisors
California
$299K -$184K -3,661 -38%
GWM
266
Geneos Wealth Management
Colorado
$297K -$27.2M -543,784 -99%
IC
267
Inscription Capital
Texas
$291K +$291K +5,800 New
CG
268
CFO4Life Group
Texas
$286K -$3.62M -72,195 -93%
Creative Planning
269
Creative Planning
Kansas
$286K +$27.4K +547 +11%
IAIM
270
International Assets Investment Management
Florida
$278K -$25.1K -500 -8%
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$275K – – –
CC
272
Courier Capital
New York
$268K – – –
AIM
273
Aspen Investment Management
Michigan
$266K – – –
AF
274
Affiance Financial
Minnesota
$265K – – –
CTFG
275
Capstone Triton Financial Group
Oklahoma
$260K -$25.1K -503 -9%
9 10
11
12 13