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iShares Short Maturity Bond ETF

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

2.95% more ownership

Funds ownership: 55.44%58.39% (+2.9%)

1% more funds holding

Funds holding: 360365 (+5)

5% more capital invested

Capital invested by funds: $2.67B → $2.8B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
326
Lumature Wealth Partners
Georgia
$56K -$22.9K -457 -29%
CIR
327
Clear Investment Research
Georgia
$56K -$5.2K -104 -8%
DWP
328
Destiny Wealth Partners
Florida
$54K
TAM
329
Tucker Asset Management
Colorado
$52.2K
PCG
330
Private Capital Group
Connecticut
$50K
FFWM
331
Future Financial Wealth Management
Ohio
$45K +$44.8K +895 New
SFA
332
Semmax Financial Advisors
North Carolina
$42K
CA
333
CoreCap Advisors
Michigan
$42K +$42.2K +843 New
TWC
334
TD Waterhouse Canada
Ontario, Canada
$41.4K +$40.7K +814 New
PPWM
335
PFG Private Wealth Management
Florida
$35K
PFA
336
Professional Financial Advisors
Nebraska
$32K +$32.3K +645 New
RG
337
Retirement Group
California
$27K -$35.8K -716 -57%
CP
338
Corbenic Partners
Pennsylvania
$22K +$22.5K +450 New
GLLW
339
Graves Light Lenhart Wealth
Virginia
$19K
RPCONE
340
Retirement Planning Company of New England
Rhode Island
$19K +$20K +400 New
TFGT
341
TS Financial Group (TSFG)
Illinois
$18K
First Manhattan
342
First Manhattan
New York
$17K
GWSG
343
GPS Wealth Strategies Group
Colorado
$16K
SSB
344
Sandy Spring Bank
Maryland
$12K
SQA
345
Simon Quick Advisors
New Jersey
$12K
GFPC
346
Global Financial Private Client
Florida
$9.99K
MAM
347
Meeder Asset Management
Ohio
$9K
CSB
348
City State Bank
Iowa
$9K +$8.7K +174 New
MAM
349
Mystic Asset Management
Rhode Island
$9K +$10K +200 New
RIM
350
Rockbridge Investment Management
New York
$7K +$400 +8 +6%

NEAR Hedge Fund Activity: Q4 2021 in Review

365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2021, worth a combined $2.8B — up 5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NEAR positions and 47 closed out — a net gain of 10 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $42.5M.

  • 365 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2021, up from 360 in Q3 2021.
  • Funds reported $2.8B of iShares Short Maturity Bond ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 57 funds opened new iShares Short Maturity Bond ETF positions in Q4 2021 and 47 closed out, a net change of +10 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2021 was BlackRock, an estimated $101M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2021 was Bank of America, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.