iShares Short Maturity Bond ETF
NEAR
341 hedge funds and large institutions have $2.6B invested in iShares Short Maturity Bond ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 146 reducing their positions, and 45 closing their positions.
5% less funds holding
Funds holding: 359 → 341 (-18)
9.3% less ownership
Funds ownership: 75.18% → 65.88% (-9.3%)
15% less capital invested
Capital invested by funds: $3.04B → $2.6B (-$447M)
20% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 45
24% less funds holding in top 10
Funds holding in top 10: 25 → 19 (-6)
36% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 146
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$55.1M |
| 2 |
Renaissance Technologies
New York
|
+$26.9M |
| 3 |
Jane Street
New York
|
+$16.9M |
| 4 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
+$14.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$303M |
| 2 |
PA
Planning Alternatives
Birmingham,
Michigan
|
-$53.7M |
| 3 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
-$29.9M |
| 4 |
Morgan Stanley
New York
|
-$29M |
| 5 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$25.3M |
NEAR Hedge Fund Activity: Q1 2023 in Review
341 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2023, worth a combined $2.6B — down 15% from $3.04B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of NEAR and 36 opened new positions — a net loss of 9 holders — while 146 trimmed existing stakes and 94 added.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $55.1M. The largest seller was EP Wealth Advisors, cutting an estimated $303M.
- 341 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2023, down from 359 in Q4 2022.
- Funds reported $2.6B of iShares Short Maturity Bond ETF stock for Q1 2023, down 15% quarter-over-quarter.
- 36 funds opened new iShares Short Maturity Bond ETF positions in Q1 2023 and 45 closed out, a net change of -9 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $55.1M added.
- The largest iShares Short Maturity Bond ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $303M sold.
Based on aggregated 13F filings for Q1 2023.