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iShares Short Maturity Bond ETF
NEAR

360 hedge funds and large institutions have $2.67B invested in iShares Short Maturity Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 134 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 20 → 23 (+3)

0.61% less ownership

Funds ownership: 56.05% → 55.44% (-0.61%)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$39.4M)

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

10% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 134

2% less funds holding

Funds holding: 366 → 360 (-6)

Holders
360
Holders Change
-6
Holders Change %
-1.64%
% of All Funds
6.3%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
35
Increased
121
Reduced
134
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$49.6M
2
TFS
TrustCore Financial Services
Tennessee
+$30.2M
3
Morgan Stanley
Morgan Stanley
New York
+$14.7M
4
BlackRock
BlackRock
New York
+$13.7M
5
CI
Conning Inc
Connecticut
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
EG
Enstar Group
Bermuda
-$71.8M
2
GWM
Geneos Wealth Management
Colorado
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$20.9M
4
FTUS
Flow Traders U.S.
New York
-$18.9M
5
Wells Fargo
Wells Fargo
California
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
326
PFG Private Wealth Management
Florida
$35K +$35.1K +700 New
FHA
327
First Horizon Advisors
Tennessee
$31K +$3.96K +79 +14%
GIA
328
Goodwin Investment Advisory
Georgia
$29K -$2.81K -56 -9%
HA
329
Herold Advisors
New York
$28K +$28.7K +572 New
AIM
330
Astor Investment Management
Illinois
$25K +$50 +1 +0.2%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$20K +$20.1K +400 New
GLLW
332
Graves Light Lenhart Wealth
Virginia
$19K – – –
TFGT
333
TS Financial Group (TSFG)
Illinois
$18K – – –
AssetMark Inc
334
AssetMark Inc
California
$17K -$13.8K -276 -45%
First Manhattan
335
First Manhattan
New York
$17K – – –
RTC
336
Riverview Trust Company
Washington
$17K – – –
GWSG
337
GPS Wealth Strategies Group
Colorado
$16K – – –
SSB
338
Sandy Spring Bank
Maryland
$12K – – –
SQA
339
Simon Quick Advisors
New Jersey
$12K – – –
GFPC
340
Global Financial Private Client
Florida
$10K -$5.01K -100 -33%
BHWM
341
Bay Harbor Wealth Management
Maryland
$9K – – –
MAM
342
Meeder Asset Management
Ohio
$9K – – –
RIM
343
Rockbridge Investment Management
New York
$6K – – –
TC
344
Truvestments Capital
Florida
$6K – – –
CAL
345
Capital Analysts LLC
Pennsylvania
$4K -$251 -5 -6%
FBT
346
First Bank & Trust
South Dakota
$4K – – –
IRC
347
Investors Research Corp
Georgia
$4K – – –
JFA
348
JNBA Financial Advisors
Minnesota
$4K – – –
TF
349
TimeScale Financial
Massachusetts
$4K – – –
DAC
350
Dividend Assets Capital
South Carolina
$3K – – –
12 13
14
15 16

NEAR Hedge Fund Activity: Q3 2021 in Review

360 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2021, worth a combined $2.67B — down 1.5% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of NEAR and 35 opened new positions — a net loss of 1 holder — while 134 trimmed existing stakes and 121 added.

The largest buyer was Bramshill Investments, adding an estimated $49.6M. The largest seller was Enstar Group, exiting entirely with an estimated $71.8M sold.

  • 360 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2021, down from 366 in Q2 2021.
  • Funds reported $2.67B of iShares Short Maturity Bond ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
  • 35 funds opened new iShares Short Maturity Bond ETF positions in Q3 2021 and 36 closed out, a net change of -1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2021 was Bramshill Investments, an estimated $49.6M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2021 was Enstar Group, an estimated $71.8M sold.

Based on aggregated 13F filings for Q3 2021.