NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

391 hedge funds and large institutions have $4.42B invested in iShares Short Maturity Bond ETF in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 121 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
7.72%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.99%
New
93
Increased
121
Reduced
138
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$22M
3
CCA
Conservest Capital Advisors
Pennsylvania
+$19.7M
4
Truist Financial
Truist Financial
North Carolina
+$18.9M
5
Wells Fargo
Wells Fargo
California
+$15.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$281M
2
FTUS
Flow Traders U.S.
New York
-$116M
3
Betterment LLC
Betterment LLC
New York
-$84.7M
4
VAG
VisionPoint Advisory Group
Texas
-$42.9M
5
LPL Financial
LPL Financial
California
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
326
Western Wealth Management
Colorado
$227K -$122K -2,423 -35%
US Bancorp
327
US Bancorp
Minnesota
$222K -$38.6K -768 -15%
SMG
328
Smart Money Group
Texas
$219K +$219K +4,357 New
PFS
329
Prospera Financial Services
Texas
$217K +$217K +4,312 New
HIM
330
Hanlon Investment Management
New Jersey
$216K -$32K -635 -13%
IIA
331
IPG Investment Advisors
California
$213K -$55K -1,095 -21%
QPWM
332
Quadrant Private Wealth Management
Pennsylvania
$206K +$206K +4,100 New
CFA
333
Carroll Financial Associates
North Carolina
$202K -$602 -12 -0.3%
EWM
334
Elmwood Wealth Management
California
$201K – – –
OFG
335
OmniStar Financial Group
North Carolina
$200K -$117K -2,321 -37%
CIAS
336
Capital Investment Advisory Services
North Carolina
$182K +$42.8K +852 +31%
IGGA
337
Iron Gate Global Advisors
Utah
$161K -$251K -5,009 -61%
SIAS
338
Shine Investment Advisory Services
Colorado
$151K – – –
Deutsche Bank
339
Deutsche Bank
Germany
$140K +$118K +2,353 +529%
CIR
340
Clear Investment Research
Georgia
$133K +$115K +22,818 +646%
BBA
341
Braun-Bostich & Associates
Pennsylvania
$107K +$107K +2,126 New
AIS
342
Accurate Investment Solutions
Pennsylvania
$93K +$93K +1,842 New
LWM
343
Lenox Wealth Management
Ohio
$91K -$51.5K -1,030 -36%
VFA
344
Valeo Financial Advisors
Indiana
$87K -$249K -4,977 -74%
AIC
345
Ameritas Investment Company
Nebraska
$86K +$23.7K +470 +38%
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$84K +$1.11K +22 +1%
BWA
347
Burt Wealth Advisors
Maryland
$80K – – –
RIA
348
Realta Investment Advisors
Delaware
$68K – – –
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$66K +$66K +1,320 New
RG
350
Retirement Group
California
$65K +$65K +1,303 New
12 13
14
15 16