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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
301
Acorn Wealth Advisors
Michigan
$279K +$1.38K +28 +0.5%
HFA
302
High Falls Advisors
New York
$278K -$60.7K -1,228 -18%
LNWWM
303
Laird Norton Wetherby Wealth Management
California
$274K
SC
304
Scotia Capital
Ontario, Canada
$272K
ACA
305
Aptus Capital Advisors
Alabama
$267K -$193K -3,902 -42%
AIM
306
Aspen Investment Management
Michigan
$265K
WPC
307
White Pine Capital
Minnesota
$259K +$256K +5,185 New
KOMWMG
308
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$258K +$247 +5 +0.1%
FWSM
309
First Wilshire Securities Management
California
$258K +$49.4K +1,000 +24%
FCA
310
FinTrust Capital Advisors
South Carolina
$254K -$172K -3,488 -41%
SW
311
StrongBox Wealth
Missouri
$250K -$868K -17,563 -78%
RIA
312
Regal Investment Advisors
Michigan
$250K +$247K +4,998 New
CAS
313
Cascadia Advisory Services
Oregon
$248K +$245K +4,954 New
FFN
314
Focus Financial Network
Minnesota
$246K +$243K +4,924 New
SB
315
Strategic Blueprint
Georgia
$243K +$240K +4,865 New
PFS
316
Prospera Financial Services
Texas
$238K +$14.8K +300 +7%
William Blair & Company
317
William Blair & Company
Illinois
$226K +$113K +2,280 +102%
HCM
318
Howard Capital Management
Georgia
$224K +$222K +4,483 New
Creative Planning
319
Creative Planning
Kansas
$223K +$221K +4,469 New
SFP
320
Shepherd Financial Partners
Massachusetts
$221K -$38.4K -777 -15%
IA
321
IFG Advisory
Georgia
$219K +$217K +4,395 New
SG
322
StoneX Group
New York
$202K +$200K +4,041 New
HB
323
Homrich & Berg
Georgia
$201K +$199K +4,023 New
EWM
324
Elmwood Wealth Management
California
$200K
US Bancorp
325
US Bancorp
Minnesota
$195K

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.