NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

333 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, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+5
Holders Change %
+1.52%
% of All Funds
5.31%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
41
Increased
99
Reduced
135
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$49.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.8M
3
FTUS
Flow Traders U.S.
New York
$13.8M
4
ICG
InterOcean Capital Group
Tennessee
$12.8M
5
EWA
EP Wealth Advisors
California
$8.35M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$188M
2
Jane Street
Jane Street
New York
$12.3M
3
SLF
Sun Life Financial
Ontario, Canada
$0
4
Morgan Stanley
Morgan Stanley
New York
$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
251
LGT Financial Advisors
Texas
$261K -$94.6K -1,896 -27%
MFS
252
Madrona Financial Services
Washington
$256K – – –
FAM
253
Family Asset Management
South Carolina
$251K +$251K +5,030 New
SBIA
254
Sheaff Brock Investment Advisors
Indiana
$249K – – –
Barclays
255
Barclays
United Kingdom
$248K – – –
OCM
256
One Capital Management
California
$248K +$44.9K +900 +22%
CB
257
Cadence Bank
Mississippi
$247K – – –
GSIAS
258
Garden State Investment Advisory Services
New Jersey
$242K -$89.8K -1,800 -27%
AIM
259
Aspen Investment Management
Michigan
$239K – – –
ALS
260
Andrew L. Share
$236K – – –
VW
261
Vance Wealth
California
$235K -$8.28K -166 -3%
RA
262
RFG Advisory
Alabama
$234K -$24.3K -487 -9%
FAM
263
Formidable Asset Management
Ohio
$223K – – –
CIAS
264
CFS Investment Advisory Services
New Jersey
$223K – – –
FHA
265
Flagship Harbor Advisors
Massachusetts
$219K -$19.9K -399 -8%
DCM
266
DGS Capital Management
New Jersey
$218K +$218K +4,376 New
MFA
267
Mayflower Financial Advisors
Massachusetts
$209K – – –
WFA
268
WestHill Financial Advisors
California
$209K -$3.44K -69 -2%
CTFG
269
Capstone Triton Financial Group
Oklahoma
$206K – – –
FSA
270
Financial Sense Advisors
California
$206K +$206K +4,120 New
SAM
271
Strategy Asset Managers
California
$203K -$399 -8 -0.2%
LNWWM
272
Laird Norton Wetherby Wealth Management
California
$201K – – –
Lido Advisors
273
Lido Advisors
California
$201K -$449 -9 -0.2%
GWM
274
Geneos Wealth Management
Colorado
$191K +$173K +3,469 +966%
TWM
275
Tradition Wealth Management
Minnesota
$155K +$50 +1 +0%
9 10
11
12 13