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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
EP
326
Eudaimonia Partners
Tennessee
$191K -$240K -4,863 -56%
RIM
327
Rockbridge Investment Management
New York
$156K +$154K +3,112 New
APC
328
Aspire Private Capital
North Carolina
$151K -$1.94M -39,188 -93%
GEA
329
Glen Eagle Advisors
New Jersey
$131K +$31.4K +635 +32%
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$125K +$124K +2,509 New
CIR
331
Clear Investment Research
Georgia
$100K -$22.8K -462 -19%
PA
332
Parallel Advisors
California
$98K
GFPC
333
Global Financial Private Client
Florida
$91.5K -$306K -6,194 -77%
VFA
334
Valeo Financial Advisors
Indiana
$87K -$5.93K -120 -6%
RG
335
Retirement Group
California
$81K +$79.8K +1,615 New
TL
336
TrueWealth LLC
Georgia
$78K
RFWA
337
RPg Family Wealth Advisory
Massachusetts
$77.3K +$19.8K +400 +35%
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$58K
LWM
339
Lenox Wealth Management
Ohio
$50K -$86.8K -1,755 -63%
CT
340
Caldwell Trust
Florida
$47.9K -$49 -1 -0.1%
SFA
341
Semmax Financial Advisors
North Carolina
$46K
TFGT
342
TS Financial Group (TSFG)
Illinois
$36K -$1.19K -24 -3%
Toronto Dominion Bank
343
Toronto Dominion Bank
Ontario, Canada
$22K +$21.4K +432 New
AWM
344
Avior Wealth Management
Nebraska
$20K +$20.4K +413 New
PB
345
Pinnacle Bancorp
Nebraska
$13K
CFD
346
Creative Financial Designs
Indiana
$13K +$6.23K +126 +88%
VRM
347
Vectors Research Management
New York
$12K -$3.02K -61 -20%
SSB
348
Sandy Spring Bank
Maryland
$12K
KFS
349
Kelly Financial Services
Massachusetts
$8.5K +$8.4K +170 New
SIC
350
Salem Investment Counselors
North Carolina
$8K

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.