NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

374 hedge funds and large institutions have $2.61B invested in iShares Short Maturity Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
6.59%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
37
Increased
103
Reduced
175
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLF
Sun Life Financial
Ontario, Canada
$49.9M
2
Bank of America
Bank of America
North Carolina
$234M
3
Morgan Stanley
Morgan Stanley
New York
$228M
4
CCM
Crabel Capital Management
California
$22.5M
5
TFS
TrustCore Financial Services
Tennessee
$25.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$14.3M
2
BlackRock
BlackRock
New York
$265M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.04M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.17M
5
ST
Smithfield Trust
Pennsylvania
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
276
Archford Capital Strategies
Illinois
$299K -$638K -12,739 -68%
SPAS
277
Spectrum Planning & Advisory Services
California
$296K -$12.5K -249 -4%
Bank of New York Mellon
278
Bank of New York Mellon
New York
$293K +$293K +5,840 New
PFS
279
Prospera Financial Services
Texas
$292K +$24.8K +494 +9%
IC
280
Inscription Capital
Texas
$291K -$401 -8 -0.1%
RF
281
Rollins Financial
Georgia
$282K -$16.6K -330 -6%
WWM
282
Western Wealth Management
Colorado
$280K -$6.33K -126 -2%
CTFG
283
Capstone Triton Financial Group
Oklahoma
$280K – – –
LNWWM
284
Laird Norton Wetherby Wealth Management
California
$275K – – –
AFS
285
Access Financial Services
Minnesota
$273K -$65.8K -1,313 -19%
CC
286
Courier Capital
New York
$269K – – –
TCA
287
Transcend Capital Advisors
New Jersey
$268K -$374K -7,405 -58%
MFA
288
Mayflower Financial Advisors
Massachusetts
$267K +$16.5K +329 +7%
AIM
289
Aspen Investment Management
Michigan
$266K – – –
AF
290
Affiance Financial
Minnesota
$265K – – –
Comerica Bank
291
Comerica Bank
Texas
$263K +$263K +5,239 New
IA
292
IFP Advisors
Florida
$260K -$2.74M -54,624 -91%
TFA
293
Teamwork Financial Advisors
Texas
$256K -$176K -3,500 -41%
WAOI
294
Wealth Advisors of Iowa
Iowa
$254K +$41.4K +823 +19%
FA
295
FDx Advisors
Illinois
$253K -$591K -11,758 -70%
FAM
296
Flaharty Asset Management
Florida
$241K – – –
SP
297
Successful Portfolios
Florida
$235K -$22.3K -445 -9%
RJT
298
Raymond James Trust
Florida
$230K -$386K -7,691 -63%
AAS
299
Avantax Advisory Services
Texas
$225K -$49.1K -983 -18%
HGWM
300
Horst & Graben Wealth Management
Oregon
$219K -$3.01K -60 -1%
10 11
12
13 14