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iShares Short Maturity Bond ETF

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

2.95% more ownership

Funds ownership: 55.44%58.39% (+2.9%)

1% more funds holding

Funds holding: 360365 (+5)

5% more capital invested

Capital invested by funds: $2.67B → $2.8B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
276
IFP Advisors
Florida
$259K
Creative Planning
277
Creative Planning
Kansas
$257K -$27.8K -556 -10%
RWA
278
Ropes Wealth Advisors
Massachusetts
$256K
CIBC World Market
279
CIBC World Market
Ontario, Canada
$255K -$70.5K -1,409 -22%
BRWM
280
B. Riley Wealth Management
Tennessee
$255K +$255K +5,100 New
CMS
281
Capital Market Strategies
Florida
$254K +$254K +5,084 New
RFWA
282
RPg Family Wealth Advisory
Massachusetts
$254K -$65.9K -1,318 -21%
SBIA
283
Sheaff Brock Investment Advisors
Indiana
$250K
GVAG
284
Great Valley Advisor Group
Delaware
$250K +$6.75K +135 +3%
CBN
285
Cadence Bank NA
Texas
$248K +$248K +4,960 New
FAM
286
Formidable Asset Management
Ohio
$243K
CIAS
287
CFS Investment Advisory Services
New Jersey
$243K +$14.6K +292 +6%
SC
288
Saiph Capital
New Jersey
$241K +$242K +4,834 New
IAIM
289
International Assets Investment Management
Florida
$241K -$35.9K -717 -13%
CG
290
CFO4Life Group
Texas
$240K -$44.7K -894 -16%
AIM
291
Aspen Investment Management
Michigan
$240K -$25K -500 -9%
FAM
292
Flaharty Asset Management
Florida
$240K
MFA
293
Mayflower Financial Advisors
Massachusetts
$236K
5L
294
55I LLC
Massachusetts
$234K -$202K -4,040 -46%
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$234K +$100 +2 +0%
PWA
296
Physician Wealth Advisors
Utah
$229K +$8.75K +175 +4%
RF
297
Rollins Financial
Georgia
$226K +$226K +4,515 New
SPAS
298
Spectrum Planning & Advisory Services
California
$222K +$6.7K +134 +3%
CPC
299
Congress Park Capital
New York
$220K +$20K +400 +10%
AUB
300
Atlantic Union Bankshares
Virginia
$216K

NEAR Hedge Fund Activity: Q4 2021 in Review

365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2021, worth a combined $2.8B — up 5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NEAR positions and 47 closed out — a net gain of 10 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $42.5M.

  • 365 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2021, up from 360 in Q3 2021.
  • Funds reported $2.8B of iShares Short Maturity Bond ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 57 funds opened new iShares Short Maturity Bond ETF positions in Q4 2021 and 47 closed out, a net change of +10 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2021 was BlackRock, an estimated $101M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2021 was Bank of America, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.