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iShares Short Maturity Bond ETF
NEAR

321 hedge funds and large institutions have $1.85B invested in iShares Short Maturity Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 62.62% → 62.81% (+0.19%)

2% less capital invested

Capital invested by funds: $1.89B → $1.85B (-$39.6M)

3% less funds holding

Funds holding: 331 → 321 (-10)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

11% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 36

20% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 129

Holders
321
Holders Change
-10
Holders Change %
-3.02%
% of All Funds
4.64%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
32
Increased
103
Reduced
129
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Clearwater Capital Advisors
Illinois
+$41.8M
2
BI
Bramshill Investments
Florida
+$13.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.5M
4
OIA
OneDigital Investment Advisors
Kansas
+$10.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.9M
2
Morgan Stanley
Morgan Stanley
New York
-$14.9M
3
SLWA
San Luis Wealth Advisors
California
-$12.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$11.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
301
Northwest Capital Management
Oregon
$9.46K – – –
CSB
302
City State Bank
Iowa
$8.76K – – –
SAM
303
Smartleaf Asset Management
Massachusetts
$7.7K +$7.67K +153 New
Jones Financial Companies
304
Jones Financial Companies
Missouri
$6.95K +$6.92K +138 New
AIM
305
Anchor Investment Management
South Carolina
$6.29K – – –
PA
306
PSI Advisors
Florida
$6.14K +$4.56K +91 +294%
JFA
307
JNBA Financial Advisors
Minnesota
$6.12K +$100 +2 +2%
MG
308
Mather Group
Illinois
$5.05K -$11.8K -235 -70%
NEAM
309
New England Asset Management
Connecticut
$5.03K +$5.02K +100 New
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.68K – – –
AssetMark Inc
311
AssetMark Inc
California
$4.63K +$4.62K +92 New
CAL
312
Capital Analysts LLC
Pennsylvania
$4K +$50 +1 +1%
WAS
313
Winch Advisory Services
Wisconsin
$3.61K +$50 +1 +1%
CAS
314
Coppell Advisory Solutions
Texas
$3.37K +$3.36K +67 New
CC
315
Cypress Capital
Tennessee
$3.34K +$3.31K +66 New
FHC
316
First Heartland Consultants
Missouri
$1.2K +$1.2M +23,888 New
CFD
317
Creative Financial Designs
Indiana
$1.11K – – –
POIA
318
Pin Oak Investment Advisors
Texas
$1K +$752 +15 New
AWM
319
AllSquare Wealth Management
New York
$654 – – –
BWL
320
Bogart Wealth LLC
Virginia
$554 +$552 +11 New
S
321
Sachetta
Massachusetts
$51 – – –
CAM
322
Crestone Asset Management
Colorado
– -$7.38M -146,183 Closed
CF
323
CNA Financial
Illinois
– -$5.05M -100,000 Closed
OWA
324
Outlook Wealth Advisors
Texas
– -$5.03M -99,718 Closed
TF
325
Trek Financial
Arizona
– -$3.4M -67,368 Closed
11 12
13
14 15

NEAR Hedge Fund Activity: Q2 2024 in Review

321 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2024, worth a combined $1.85B — down 2.1% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of NEAR and 32 opened new positions — a net loss of 4 holders — while 129 trimmed existing stakes and 103 added.

The largest buyer was Clearwater Capital Advisors, adding an estimated $41.8M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $14.9M.

  • 321 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2024, down from 331 in Q1 2024.
  • Funds reported $1.85B of iShares Short Maturity Bond ETF stock for Q2 2024, down 2.1% quarter-over-quarter.
  • 32 funds opened new iShares Short Maturity Bond ETF positions in Q2 2024 and 36 closed out, a net change of -4 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2024 was Clearwater Capital Advisors, an estimated $41.8M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2024 was CAPTRUST Financial Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2024.