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iShares Short Maturity Bond ETF

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

2.95% more ownership

Funds ownership: 55.44%58.39% (+2.9%)

1% more funds holding

Funds holding: 360365 (+5)

5% more capital invested

Capital invested by funds: $2.67B → $2.8B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
251
Bellwether Advisors
Nebraska
$349K +$15.6K +312 +5%
RA
252
RFG Advisory
Alabama
$339K -$3.22M -64,300 -90%
FCM
253
Firestone Capital Management
Florida
$338K -$52.5K -1,050 -13%
NCM
254
Next Capital Management
New York
$328K
VWA
255
V Wealth Advisors
Kansas
$319K -$6.6K -132 -2%
HWM
256
HB Wealth Management
Georgia
$316K +$316K +6,327 New
MIH
257
Meitav Investment House
Israel
$313K -$20K -400 -6%
SDH
258
Sloy Dahl & Holst
Washington
$311K
9WM
259
9258 Wealth Management
Ohio
$311K +$1.9K +38 +0.6%
SWM
260
SeaCrest Wealth Management
New York
$306K -$19.9K -397 -6%
YIA
261
YHB Investment Advisors
Connecticut
$305K -$394K -7,875 -56%
WS
262
Wedbush Securities
California
$300K -$1.7K -34 -0.6%
MWM
263
Midwest Wealth Management
Indiana
$300K
EWA
264
EP Wealth Advisors
California
$298K
CW
265
CreativeOne Wealth
Kansas
$298K +$298K +5,961 New
SF
266
Synovus Financial
Georgia
$293K +$293K +5,860 New
CSI
267
Cross Staff Investments
New York
$292K +$293K +5,850 New
IC
268
Inscription Capital
Texas
$290K
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$285K +$286K +5,713 New
GSEP
270
Golden State Equity Partners
California
$277K +$73.1K +1,462 +36%
AIP
271
Ahrens Investment Partners
Louisiana
$275K -$515K -10,300 -65%
WWM
272
Western Wealth Management
Colorado
$270K +$271K +5,423 New
AFS
273
Access Financial Services
Minnesota
$268K -$124K -2,482 -32%
FA
274
FDx Advisors
Illinois
$267K +$14.7K +293 +6%
CTFG
275
Capstone Triton Financial Group
Oklahoma
$265K +$4.75K +95 +2%

NEAR Hedge Fund Activity: Q4 2021 in Review

365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2021, worth a combined $2.8B — up 5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NEAR positions and 47 closed out — a net gain of 10 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $42.5M.

  • 365 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2021, up from 360 in Q3 2021.
  • Funds reported $2.8B of iShares Short Maturity Bond ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 57 funds opened new iShares Short Maturity Bond ETF positions in Q4 2021 and 47 closed out, a net change of +10 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2021 was BlackRock, an estimated $101M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2021 was Bank of America, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.