NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

391 hedge funds and large institutions have $4.42B invested in iShares Short Maturity Bond ETF in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 121 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
7.72%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.99%
New
93
Increased
121
Reduced
138
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$22M
3
CCA
Conservest Capital Advisors
Pennsylvania
+$19.7M
4
Truist Financial
Truist Financial
North Carolina
+$18.9M
5
Wells Fargo
Wells Fargo
California
+$15.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$281M
2
FTUS
Flow Traders U.S.
New York
-$116M
3
Betterment LLC
Betterment LLC
New York
-$84.7M
4
VAG
VisionPoint Advisory Group
Texas
-$42.9M
5
LPL Financial
LPL Financial
California
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
276
World Investment Advisors
California
$399K -$3.06K -61 -0.8%
HFA
277
High Falls Advisors
New York
$381K +$34.9K +695 +10%
AWS
278
Arkfeld Wealth Strategies
Nebraska
$378K +$378K +7,500 New
AIA
279
Avalon Investment & Advisory
Texas
$376K +$376K +7,480 New
IAA
280
Independent Advisor Alliance
North Carolina
$370K +$370K +7,360 New
OCM
281
One Capital Management
California
$360K +$25.2K +500 +8%
FSG
282
Financial Strategies Group
Michigan
$357K +$357K +7,101 New
GLA
283
Good Life Advisors
Pennsylvania
$354K -$5.3K -105 -1%
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$353K – – –
William Blair & Company
285
William Blair & Company
Illinois
$347K – – –
UR
286
USCA RIA
Texas
$347K – – –
FHA
287
Flagship Harbor Advisors
Massachusetts
$344K +$21.8K +433 +7%
BMCM
288
Bryn Mawr Capital Management
Pennsylvania
$342K – – –
EWM
289
Edge Wealth Management
New York
$339K +$188K +3,744 +125%
PK
290
Pflug Koory
Nebraska
$329K – – –
MSAM
291
Moloney Securities Asset Management
Missouri
$322K -$16.1K -321 -5%
FF
292
Friedenthal Financial
New Jersey
$309K +$12.3K +245 +4%
Comerica Bank
293
Comerica Bank
Texas
$306K +$306K +6,070 New
APA
294
American Portfolios Advisors
New York
$306K -$156K -3,102 -34%
TCWM
295
Total Clarity Wealth Management
Illinois
$303K +$303K +6,023 New
RFN
296
RDA Financial Network
Iowa
$302K +$9.98K +198 +3%
CG
297
CFO4Life Group
Texas
$302K +$302K +6,000 New
CA
298
Capital Advantage
California
$300K +$300K +5,963 New
FCA
299
FinTrust Capital Advisors
South Carolina
$299K -$299K -5,937 -50%
CC
300
Courier Capital
New York
$299K +$299K +5,954 New
10 11
12
13 14