NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

360 hedge funds and large institutions have $2.67B invested in iShares Short Maturity Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 134 reducing their positions, and 35 closing their positions.

Holders
360
Holders Change
-5
Holders Change %
-1.37%
% of All Funds
6.32%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
35
Increased
121
Reduced
134
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$61.7M
2
TFS
2
TrustCore Financial Services
Tennessee
$59.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$282M
4
BlackRock
4
BlackRock
New York
$276M
5
CI
5
Conning Inc
Connecticut
$12.4M

Top Sellers

1
EG
1
Enstar Group
Bermuda
$0
2
GWM
2
Geneos Wealth Management
Colorado
$297K
3
Bank of America
3
Bank of America
North Carolina
$295M
4
FTUS
4
Flow Traders U.S.
New York
$1.37M
5
Wells Fargo
5
Wells Fargo
California
$89M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
276
IFP Advisors
Florida
$260K 5,175 – –
RWA
277
Ropes Wealth Advisors
Massachusetts
$257K 5,125 -2,475 -33%
FA
278
FDx Advisors
Illinois
$253K 5,045 +6 +0.1%
SBIA
279
Sheaff Brock Investment Advisors
Indiana
$251K 5,000 – –
PA
280
PFG Advisors
Arizona
$246K 4,905 -10,362 -68%
FAM
281
Formidable Asset Management
Ohio
$244K 4,870 -3 -0.1%
GVAG
282
Great Valley Advisor Group
Delaware
$244K 4,860 +201 +4%
FAM
283
Flaharty Asset Management
Florida
$241K 4,810 – –
GSC
284
G&S Capital
Colorado
$238K 4,753 -804 -14%
MFA
285
Mayflower Financial Advisors
Massachusetts
$237K 4,729 – –
PNC Financial Services Group
286
PNC Financial Services Group
Pennsylvania
$234K 4,680 +1,458 +45%
Vontobel Holding
287
Vontobel Holding
Switzerland
$229K 4,568 – –
CIAS
288
CFS Investment Advisory Services
New Jersey
$229K 4,567 +4,567 New
BRWA
289
B. Riley Wealth Advisors
Florida
$222K 4,412 -1,437 -25%
PWA
290
Physician Wealth Advisors
Utah
$221K 4,418 -139 -3%
Neuberger Berman Group
291
Neuberger Berman Group
New York
$221K 4,410 +410 +10%
ACS
292
Archford Capital Strategies
Illinois
$217K 4,332 -1,027 -19%
AUB
293
Atlantic Union Bankshares
Virginia
$217K 4,320 – –
SS
294
Simplicity Solutions
Minnesota
$217K 4,327 +4,327 New
SPAS
295
Spectrum Planning & Advisory Services
California
$216K 4,310 -146 -3%
NAG
296
Northstar Advisory Group
New Jersey
$216K 4,310 +4,310 New
Lido Advisors
297
Lido Advisors
California
$214K 4,280 +4,280 New
Comerica Bank
298
Comerica Bank
Texas
$209K 4,171 +4,171 New
SP
299
Successful Portfolios
Florida
$208K 4,150 -15 -0.4%
CAL
300
Capital Advisors Ltd
Ohio
$208K 4,147 +2 +0%
10 11
12
13 14