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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
ICM
301
Intrepid Capital Management
Florida
$215K +$216K +4,309 New
Lido Advisors
302
Lido Advisors
California
$213K
Comerica Bank
303
Comerica Bank
Texas
$208K
DE
304
Day & Ennis
Georgia
$207K -$110K -2,209 -35%
TA
305
TrueWealth Advisors
Alabama
$204K
M&T Bank
306
M&T Bank
New York
$204K +$204K +4,087 New
IWN
307
Independent Wealth Network
Iowa
$201K +$202K +4,032 New
WW
308
Westshore Wealth
California
$200K
EWM
309
Elmwood Wealth Management
California
$200K +$200K +4,000 New
WAOTB
310
Wealth Advisors of Tampa Bay
Florida
$200K +$200K +4,000 New
HI
311
Harbour Investments
Wisconsin
$181K -$805K -16,086 -82%
HNB
312
Huntington National Bank
Ohio
$170K
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$148K -$9.65K -193 -6%
PK
314
Pflug Koory
Nebraska
$147K -$180K -3,595 -55%
IHWM
315
Iron Horse Wealth Management
Iowa
$118K
GWM
316
Geneos Wealth Management
Colorado
$109K -$188K -3,754 -63%
GFP
317
Gryphon Financial Partners
Ohio
$103K +$103K +2,055 New
FFA
318
Founders Financial Alliance
North Carolina
$94K -$27.9K -558 -23%
GEA
319
Glen Eagle Advisors
New Jersey
$89.8K -$17.8K -356 -17%
AF
320
Advisornet Financial
Minnesota
$89K +$700 +14 +0.8%
S
321
SignatureFD
Georgia
$76K +$76K +1,520 New
US Bancorp
322
US Bancorp
Minnesota
$64K -$9.05K -181 -12%
WAS
323
Winch Advisory Services
Wisconsin
$62K -$1.4K -28 -2%
ZIG
324
Zullo Investment Group
Pennsylvania
$59K +$58.6K +1,172 New
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$57K -$9.7K -194 -14%

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.