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iShares Short Maturity Bond ETF
NEAR

341 hedge funds and large institutions have $2.6B invested in iShares Short Maturity Bond ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 359 → 341 (-18)

9.3% less ownership

Funds ownership: 75.18% → 65.88% (-9.3%)

15% less capital invested

Capital invested by funds: $3.04B → $2.6B (-$447M)

20% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 45

24% less funds holding in top 10

Funds holding in top 10: 25 → 19 (-6)

36% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 146

Holders
341
Holders Change
-18
Holders Change %
-5.01%
% of All Funds
5.43%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
36
Increased
94
Reduced
146
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$55.1M
2
Renaissance Technologies
Renaissance Technologies
New York
+$26.9M
3
Jane Street
Jane Street
New York
+$16.9M
4
ICG
InterOcean Capital Group
Tennessee
+$14.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$303M
2
PA
Planning Alternatives
Michigan
-$53.7M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
-$29.9M
4
Morgan Stanley
Morgan Stanley
New York
-$29M
5
TC
TAP Consulting
Missouri
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
251
RFG Advisory
Alabama
$259K +$6.04K +122 +2%
SBIA
252
Sheaff Brock Investment Advisors
Indiana
$248K – – –
Barclays
253
Barclays
United Kingdom
$247K +$246K +4,970 New
CB
254
Cadence Bank
Mississippi
$246K – – –
GVAG
255
Great Valley Advisor Group
Delaware
$246K +$245K +4,951 New
AAS
256
Avantax Advisory Services
Texas
$243K -$1M -20,225 -80%
GSEP
257
Golden State Equity Partners
California
$240K +$240K +4,844 New
FAM
258
Flaharty Asset Management
Florida
$239K – – –
AIM
259
Aspen Investment Management
Michigan
$238K – – –
LG
260
LaFleur & Godfrey
Michigan
$235K -$14.3K -288 -6%
ALS
261
Andrew L. Share
$234K +$7.48K +151 +3%
PPW
262
Parcion Private Wealth
Washington
$234K +$234K +4,720 New
FAM
263
Formidable Asset Management
Ohio
$232K – – –
FHA
264
Flagship Harbor Advisors
Massachusetts
$226K -$41K -828 -15%
BA
265
Bellwether Advisors
Nebraska
$225K -$11.8K -239 -5%
CIAS
266
CFS Investment Advisory Services
New Jersey
$222K -$14.4K -291 -6%
FAT
267
First American Trust
California
$218K +$2.52K +51 +1%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$216K +$187K +3,778 +657%
AUB
269
Atlantic Union Bankshares
Virginia
$214K – – –
RAG
270
RIA Advisory Group
Iowa
$214K -$10.2K -206 -5%
WFA
271
WestHill Financial Advisors
California
$211K +$211K +4,259 New
PCA
272
Prosperity Capital Advisors
Ohio
$210K – – –
MFA
273
Mayflower Financial Advisors
Massachusetts
$208K – – –
OCM
274
One Capital Management
California
$207K +$2.48K +50 +1%
CTFG
275
Capstone Triton Financial Group
Oklahoma
$206K -$10.4K -211 -5%
9 10
11
12 13

NEAR Hedge Fund Activity: Q1 2023 in Review

341 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2023, worth a combined $2.6B — down 15% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of NEAR and 36 opened new positions — a net loss of 9 holders — while 146 trimmed existing stakes and 94 added.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $55.1M. The largest seller was EP Wealth Advisors, cutting an estimated $303M.

  • 341 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2023, down from 359 in Q4 2022.
  • Funds reported $2.6B of iShares Short Maturity Bond ETF stock for Q1 2023, down 15% quarter-over-quarter.
  • 36 funds opened new iShares Short Maturity Bond ETF positions in Q1 2023 and 45 closed out, a net change of -9 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $55.1M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $303M sold.

Based on aggregated 13F filings for Q1 2023.