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iShares Short Maturity Bond ETF
NEAR

335 hedge funds and large institutions have $2.02B invested in iShares Short Maturity Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

2.7% more ownership

Funds ownership: 60.78% → 63.48% (+2.7%)

2% more funds holding

Funds holding: 330 → 335 (+5)

23% less capital invested

Capital invested by funds: $2.6B → $2.02B (-$587M)

27% less funds holding in top 10

Funds holding in top 10: 15 → 11 (-4)

27% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 136

Holders
335
Holders Change
+5
Holders Change %
+1.52%
% of All Funds
5.32%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
41
Increased
99
Reduced
136
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$17.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.4M
3
FTUS
Flow Traders U.S.
New York
+$9.83M
4
ICG
InterOcean Capital Group
Tennessee
+$8.53M
5
EWA
EP Wealth Advisors
California
+$8.05M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$108M
2
Jane Street
Jane Street
New York
-$52M
3
SLF
Sun Life Financial
Ontario, Canada
-$40.3M
4
Morgan Stanley
Morgan Stanley
New York
-$36.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
251
International Assets Investment Management
Florida
$263K +$267K +5,370 New
LFA
252
LGT Financial Advisors
Texas
$261K -$94.3K -1,896 -27%
MFS
253
Madrona Financial Services
Washington
$256K – – –
FAM
254
Family Asset Management
South Carolina
$251K +$250K +5,030 New
SBIA
255
Sheaff Brock Investment Advisors
Indiana
$249K – – –
Barclays
256
Barclays
United Kingdom
$248K – – –
OCM
257
One Capital Management
California
$248K +$44.8K +900 +22%
CB
258
Cadence Bank
Mississippi
$247K – – –
GSIAS
259
Garden State Investment Advisory Services
New Jersey
$242K -$89.5K -1,800 -27%
AIM
260
Aspen Investment Management
Michigan
$239K – – –
ALS
261
Andrew L. Share
$236K – – –
VW
262
Vance Wealth
California
$235K -$8.26K -166 -3%
RA
263
RFG Advisory
Alabama
$234K -$24.2K -487 -9%
FAM
264
Formidable Asset Management
Ohio
$223K – – –
CIAS
265
CFS Investment Advisory Services
New Jersey
$223K – – –
FHA
266
Flagship Harbor Advisors
Massachusetts
$219K -$19.8K -399 -8%
DCM
267
DGS Capital Management
New Jersey
$218K +$218K +4,376 New
MFA
268
Mayflower Financial Advisors
Massachusetts
$209K – – –
WFA
269
WestHill Financial Advisors
California
$209K -$3.43K -69 -2%
CTFG
270
Capstone Triton Financial Group
Oklahoma
$206K – – –
FSA
271
Financial Sense Advisors
California
$206K +$205K +4,120 New
SAM
272
Strategy Asset Managers
California
$203K -$398 -8 -0.2%
LNWWM
273
Laird Norton Wetherby Wealth Management
California
$201K – – –
Lido Advisors
274
Lido Advisors
California
$201K -$448 -9 -0.2%
GWM
275
Geneos Wealth Management
Colorado
$191K +$173K +3,469 +966%
9 10
11
12 13

NEAR Hedge Fund Activity: Q3 2023 in Review

335 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2023, worth a combined $2.02B — down 23% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NEAR positions and 32 closed out — a net gain of 9 holders — while 99 added to existing stakes and 136 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $108M.

  • 335 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2023, up from 330 in Q2 2023.
  • Funds reported $2.02B of iShares Short Maturity Bond ETF stock for Q3 2023, down 23% quarter-over-quarter.
  • 41 funds opened new iShares Short Maturity Bond ETF positions in Q3 2023 and 32 closed out, a net change of +9 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2023 was Renaissance Technologies, an estimated $17.4M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2023 was Bank of America, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2023.