iShares Short Maturity Bond ETF
NEAR
327 hedge funds and large institutions have $1.81B invested in iShares Short Maturity Bond ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 22 closing their positions.
36% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 22
2% more funds holding
Funds holding: 321 → 327 (+6)
1% less ownership
Funds ownership: 62.81% → 61.81% (-1%)
2% less capital invested
Capital invested by funds: $1.85B → $1.81B (-$39.4M)
14% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 126
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$13.8M |
| 2 |
Renaissance Technologies
New York
|
+$11.5M |
| 3 |
MWC
MBM Wealth Consultants
Chesterfield,
Missouri
|
+$8.92M |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$8.52M |
| 5 |
Morgan Stanley
New York
|
+$7.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$30M |
| 2 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$27.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.1M |
| 4 |
Jane Street
New York
|
-$13M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$10.8M |
NEAR Hedge Fund Activity: Q3 2024 in Review
327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2024, worth a combined $1.81B — down 2.1% from $1.85B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new NEAR positions and 22 closed out — a net gain of 8 holders — while 108 added to existing stakes and 126 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $13.8M. The largest seller was Truist Financial, cutting an estimated $30M.
- 327 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2024, up from 321 in Q2 2024.
- Funds reported $1.81B of iShares Short Maturity Bond ETF stock for Q3 2024, down 2.1% quarter-over-quarter.
- 30 funds opened new iShares Short Maturity Bond ETF positions in Q3 2024 and 22 closed out, a net change of +8 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q3 2024 was Bramshill Investments, an estimated $13.8M added.
- The largest iShares Short Maturity Bond ETF seller in Q3 2024 was Truist Financial, an estimated $30M sold.
Based on aggregated 13F filings for Q3 2024.