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iShares Short Maturity Bond ETF
NEAR

341 hedge funds and large institutions have $2.6B invested in iShares Short Maturity Bond ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 359 → 341 (-18)

9.3% less ownership

Funds ownership: 75.18% → 65.88% (-9.3%)

15% less capital invested

Capital invested by funds: $3.04B → $2.6B (-$447M)

20% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 45

24% less funds holding in top 10

Funds holding in top 10: 25 → 19 (-6)

36% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 146

Holders
341
Holders Change
-18
Holders Change %
-5.01%
% of All Funds
5.43%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
36
Increased
94
Reduced
146
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$55.1M
2
Renaissance Technologies
Renaissance Technologies
New York
+$26.9M
3
Jane Street
Jane Street
New York
+$16.9M
4
ICG
InterOcean Capital Group
Tennessee
+$14.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$303M
2
PA
Planning Alternatives
Michigan
-$53.7M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
-$29.9M
4
Morgan Stanley
Morgan Stanley
New York
-$29M
5
TC
TAP Consulting
Missouri
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
326
IFP Advisors
Florida
$8.76K -$164K -3,308 -95%
AIM
327
Anchor Investment Management
South Carolina
$6.2K – – –
LIA
328
Luken Investment Analytics
Tennessee
$4.96K -$105K -2,111 -95%
WP
329
WealthShield Partners
North Carolina
$4.86K +$4.85K +98 New
FDCDDQ
330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.61K – – –
IRC
331
Investors Research Corp
Georgia
$4.37K – – –
JFA
332
JNBA Financial Advisors
Minnesota
$4.2K +$50 +1 +1%
CAL
333
Capital Analysts LLC
Pennsylvania
$4K +$50 +1 +1%
TCWA
334
Ten Capital Wealth Advisors
Washington
$3.42K – – –
WAS
335
Winch Advisory Services
Wisconsin
$3K – – –
HCP
336
Hexagon Capital Partners
Arkansas
$1.74K – – –
CFD
337
Creative Financial Designs
Indiana
$1.09K – – –
AWM
338
AllSquare Wealth Management
New York
$645 – – –
IGWM
339
ICA Group Wealth Management
Colorado
$350 -$4.06K -82 -92%
BWM
340
Baystate Wealth Management
Massachusetts
$62 +$50 +1 New
DMBA
341
Deseret Mutual Benefit Administrators
Utah
$50 – – –
SHGA
342
Sand Hill Global Advisors
California
– -$12.4M -252,006 Closed
VHAM
343
Van Hulzen Asset Management
California
– -$6.65M -134,932 Closed
BAMG
344
Brand Asset Management Group
Missouri
– -$4.67M -94,872 Closed
WI
345
WJ Interests
Texas
– -$2.38M -48,213 Closed
WIM
346
WealthPlan Investment Management
Nebraska
– -$2.08M -42,043 Closed
GSC
347
G&S Capital
Colorado
– -$1.28M -25,968 Closed
WFAG
348
Wescott Financial Advisory Group
Pennsylvania
– -$989K -20,081 Closed
Koshinski Asset Management
349
Koshinski Asset Management
Illinois
– -$826K -16,766 Closed
SWM
350
Shelton Wealth Management
Texas
– -$743K -15,090 Closed
12 13
14
15 16

NEAR Hedge Fund Activity: Q1 2023 in Review

341 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2023, worth a combined $2.6B — down 15% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of NEAR and 36 opened new positions — a net loss of 9 holders — while 146 trimmed existing stakes and 94 added.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $55.1M. The largest seller was EP Wealth Advisors, cutting an estimated $303M.

  • 341 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2023, down from 359 in Q4 2022.
  • Funds reported $2.6B of iShares Short Maturity Bond ETF stock for Q1 2023, down 15% quarter-over-quarter.
  • 36 funds opened new iShares Short Maturity Bond ETF positions in Q1 2023 and 45 closed out, a net change of -9 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $55.1M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $303M sold.

Based on aggregated 13F filings for Q1 2023.