NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

338 hedge funds and large institutions have $2.07B invested in iShares Short Maturity Bond ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 104 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
4.96%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
44
Increased
104
Reduced
130
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$305M
2
TC
2
TAP Consulting
Missouri
$82.5M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$26.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$64.1M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$13.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$254K
2
UBS Group
2
UBS Group
Switzerland
$55M
3
Bank of America
3
Bank of America
North Carolina
$173M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16M
5
LPL Financial
5
LPL Financial
California
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
276
Nomura Asset Management
Japan
$173K -$1.82M -36,005 -91%
S
277
SignatureFD
Georgia
$172K +$139K +2,745 +411%
SFA
278
Semmax Financial Advisors
North Carolina
$160K +$118K +2,354 +282%
TWM
279
Tradition Wealth Management
Minnesota
$157K +$101 +2 +0.1%
PK
280
Pflug Koory
Nebraska
$148K – – –
ASN
281
Advisory Services Network
Georgia
$132K +$132K +2,609 New
PTC
282
Private Trust Company
Ohio
$120K -$17.7K -351 -13%
SRCM
283
Signature Resources Capital Management
California
$116K +$116K +2,287 New
ITIM
284
Indiana Trust & Investment Management
Indiana
$113K -$32.8K -650 -23%
CIR
285
Clear Investment Research
Georgia
$98.6K +$7.28K +144 +8%
TFGT
286
TS Financial Group (TSFG)
Illinois
$90K – – –
VWWMG
287
Vermillion & White Wealth Management Group
Pennsylvania
$71.8K +$71.8K +1,421 New
VWM
288
Venturi Wealth Management
Texas
$67K – – –
LWANC
289
Laurel Wealth Advisors (North Carolina)
North Carolina
$66.6K -$10.1K -199 -13%
GEA
290
Glen Eagle Advisors
New Jersey
$59.1K -$35.4K -700 -37%
LIA
291
Luken Investment Analytics
Tennessee
$55.8K – – –
AWM
292
Able Wealth Management
New Jersey
$49.4K +$49.4K +977 New
IHWM
293
Iron Horse Wealth Management
Iowa
$49.1K -$1.72K -34 -3%
VAMG
294
Voisard Asset Management Group
Michigan
$48.9K +$48.9K +967 New
GJIA
295
Glass Jacobson Investment Advisors
Maryland
$48.6K +$152 +3 +0.3%
TAM
296
Tucker Asset Management
Colorado
$47.7K – – –
T
297
Tidemark
California
$46.3K +$46.3K +917 New
MAWCM
298
Mine & Arao Wealth Creation & Management
California
$43.3K – – –
RFA
299
Resurgent Financial Advisors
Georgia
$43.1K – – –
FHA
300
First Horizon Advisors
Tennessee
$35.8K +$4.9K +97 +16%
10 11
12
13 14