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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
276
Davenport & Co
Virginia
$359K +$105K +2,127 +42%
MFS
277
Madrona Financial Services
Washington
$358K -$31.4K -635 -8%
WWM
278
Western Wealth Management
Colorado
$356K +$11.7K +236 +3%
APWA
279
Atlas Private Wealth Advisors
New Jersey
$356K +$352K +7,115 New
WA
280
Wealth Alliance
New York
$355K
NF
281
Nikulski Financial
Iowa
$354K -$27.2K -550 -7%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$353K
CIBC World Market
283
CIBC World Market
Ontario, Canada
$350K +$96.8K +1,958 +39%
UR
284
USCA RIA
Texas
$346K
SWM
285
SigFig Wealth Management
California
$337K +$88.6K +1,792 +36%
COF
286
Capital One Financial
Virginia
$336K -$385K -7,787 -54%
SXL
287
Summit X LLC
Missouri
$333K -$431K -8,725 -57%
FSG
288
Financial Strategies Group
Michigan
$331K
WS
289
Wedbush Securities
California
$330K -$55.8K -1,128 -15%
GLA
290
Good Life Advisors
Pennsylvania
$329K -$113K -2,286 -26%
PK
291
Pflug Koory
Nebraska
$327K
SWM
292
SeaCrest Wealth Management
New York
$319K
UAS
293
United Asset Strategies
New York
$317K -$112K -2,257 -26%
CC
294
Courier Capital
New York
$317K
PAMG
295
Patton Albertson Miller Group
Tennessee
$313K -$361K -7,300 -54%
OCM
296
One Capital Management
California
$306K -$93.7K -1,895 -24%
HGWM
297
Horst & Graben Wealth Management
Oregon
$305K -$2.89M -58,373 -91%
CA
298
Capital Advantage
California
$298K
FIA
299
Foundations Investment Advisors
Arizona
$287K +$284K +5,746 New
RJT
300
Raymond James Trust
Florida
$286K

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.