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iShares Short Maturity Bond ETF
NEAR

331 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 33

7% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 121

3% less funds holding

Funds holding: 341 → 331 (-10)

5.28% less ownership

Funds ownership: 67.9% → 62.62% (-5.3%)

9% less capital invested

Capital invested by funds: $2.08B → $1.89B (-$184M)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
331
Holders Change
-10
Holders Change %
-2.93%
% of All Funds
4.77%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$27.3M
2
Jane Street
Jane Street
New York
+$18.6M
3
BI
Bramshill Investments
Florida
+$10.9M
4
AWS
Atria Wealth Solutions
New York
+$9.91M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.42M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$179M
2
Renaissance Technologies
Renaissance Technologies
New York
-$24M
3
TC
TAP Consulting
Missouri
-$14.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$13.6M
5
SLWA
San Luis Wealth Advisors
California
-$8.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
251
Barclays
United Kingdom
$251K – – –
ALS
252
Andrew L. Share
$249K +$3.83K +76 +2%
DCM
253
DGS Capital Management
New Jersey
$246K +$16.5K +327 +7%
VW
254
Vance Wealth
California
$246K +$6.36K +126 +3%
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$245K -$273K -5,406 -53%
NW
256
NewEdge Wealth
Pennsylvania
$239K +$241K +4,775 New
AR
257
Apeiron RIA
Texas
$238K – – –
WWM
258
Western Wealth Management
Colorado
$227K +$227K +4,498 New
FAM
259
Formidable Asset Management
Ohio
$226K – – –
FMTC
260
Farmers & Merchants Trust Company
California
$225K +$225K +4,458 New
AWAG
261
ARS Wealth Advisors Group
Florida
$219K +$219K +4,338 New
GWM
262
Geneos Wealth Management
Colorado
$216K -$132K -2,608 -38%
OCM
263
One Capital Management
California
$214K -$17.7K -350 -8%
CIBC World Market
264
CIBC World Market
Ontario, Canada
$212K +$212K +4,200 New
MFA
265
Mayflower Financial Advisors
Massachusetts
$212K – – –
WFA
266
WestHill Financial Advisors
California
$211K – – –
HF
267
HRT Financial
New York
$210K +$211K +4,179 New
FHA
268
Flagship Harbor Advisors
Massachusetts
$208K -$706 -14 -0.3%
CTFG
269
Capstone Triton Financial Group
Oklahoma
$202K -$6.51K -129 -3%
TA
270
TrueWealth Advisors
Alabama
$202K – – –
CA
271
Clearstead Advisors
Ohio
$198K +$7.01K +139 +4%
PTC
272
Private Trust Company
Ohio
$182K +$62.2K +1,232 +52%
LFA
273
LGT Financial Advisors
Texas
$180K -$23.2K -460 -11%
AWM
274
Avior Wealth Management
Nebraska
$158K +$158K +3,125 New
PK
275
Pflug Koory
Nebraska
$148K – – –
9 10
11
12 13

NEAR Hedge Fund Activity: Q1 2024 in Review

331 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2024, worth a combined $1.89B — down 8.9% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of NEAR and 31 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 113 added.

The largest buyer was LPL Financial, adding an estimated $27.3M. The largest seller was Morgan Stanley, cutting an estimated $179M.

  • 331 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2024, down from 341 in Q4 2023.
  • Funds reported $1.89B of iShares Short Maturity Bond ETF stock for Q1 2024, down 8.9% quarter-over-quarter.
  • 31 funds opened new iShares Short Maturity Bond ETF positions in Q1 2024 and 33 closed out, a net change of -2 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $27.3M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2024.