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iShares Short Maturity Bond ETF
NEAR

352 hedge funds and large institutions have $2.94B invested in iShares Short Maturity Bond ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2.57B → $2.94B (+$374M)

13% more funds holding in top 10

Funds holding in top 10: 23 → 26 (+3)

8.31% more ownership

Funds ownership: 54.38% → 62.69% (+8.3%)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

2% less funds holding

Funds holding: 359 → 352 (-7)

40% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 149

Holders
352
Holders Change
-7
Holders Change %
-1.95%
% of All Funds
5.93%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.44%
New
40
Increased
89
Reduced
149
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$247M
2
Jane Street
Jane Street
New York
+$43.3M
3
Morgan Stanley
Morgan Stanley
New York
+$37.5M
4
TC
TAP Consulting
Missouri
+$33.8M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$24.5M

Top Sellers

Rank Fund Capital Flow
1
EG
Enstar Group
Bermuda
-$45.4M
2
RVPG
Relative Value Partners Group
-$12M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$11.4M
4
RBC
Roble Belko & Company
Pennsylvania
-$8.98M
5
KA
Klingman & Associates
New York
-$8.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
326
Retirement Group
California
$13K -$14.4K -291 -53%
TFGT
327
TS Financial Group (TSFG)
Illinois
$13K – – –
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$13K +$2.45M +49,642 +23%
GFPC
329
Global Financial Private Client
Florida
$9.85K – – –
CSB
330
City State Bank
Iowa
$8K – – –
GWSG
331
GPS Wealth Strategies Group
Colorado
$8K – – –
RIM
332
Rockbridge Investment Management
New York
$6.55K – – –
AIM
333
Anchor Investment Management
South Carolina
$6.16K – – –
SCA
334
Stonebridge Capital Advisors
Minnesota
$6K +$5.93K +120 New
BCMLT
335
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K – – –
HNB
336
Huntington National Bank
Ohio
$5K – – –
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.58K – – –
IRC
338
Investors Research Corp
Georgia
$4K – – –
JFA
339
JNBA Financial Advisors
Minnesota
$4K – – –
BTI
340
Blue Trust Inc
Georgia
$4K +$4.2K +85 New
PB
341
Pinnacle Bancorp
Nebraska
$3K – – –
TCWA
342
Ten Capital Wealth Advisors
Washington
$3K – – –
GI
343
Gradient Investments
Minnesota
$3K +$3.21K +65 New
AWM
344
Avior Wealth Management
Nebraska
$2K – – –
HCP
345
Hexagon Capital Partners
Arkansas
$2K – – –
PO
346
Private Ocean
California
$2K – – –
NFSG
347
Newbridge Financial Services Group
Florida
$2K +$2.03K +41 New
AWM
348
AllSquare Wealth Management
New York
$1K – – –
CFD
349
Creative Financial Designs
Indiana
$1K – – –
IFO
350
Independent Family Office
New York
$655 -$100K -2,024 -13%
12 13
14
15 16

NEAR Hedge Fund Activity: Q2 2022 in Review

352 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2022, worth a combined $2.94B — up 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEAR positions and 39 closed out — a net gain of 1 holder — while 89 added to existing stakes and 149 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $247M. The largest seller was Enstar Group, exiting entirely with an estimated $45.4M sold.

  • 352 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2022, down from 359 in Q1 2022.
  • Funds reported $2.94B of iShares Short Maturity Bond ETF stock for Q2 2022, up 15% quarter-over-quarter.
  • 40 funds opened new iShares Short Maturity Bond ETF positions in Q2 2022 and 39 closed out, a net change of +1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2022 was EP Wealth Advisors, an estimated $247M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2022 was Enstar Group, an estimated $45.4M sold.

Based on aggregated 13F filings for Q2 2022.