NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

339 hedge funds and large institutions have $2.59B invested in iShares Short Maturity Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-19
Holders Change %
-5.31%
% 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
35
Increased
93
Reduced
146
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$56.4M
2
Renaissance Technologies
Renaissance Technologies
New York
$27M
3
Jane Street
Jane Street
New York
$20.4M
4
ICG
InterOcean Capital Group
Tennessee
$15.9M
5
Bank of America
Bank of America
North Carolina
$448M

Top Sellers

1
PA
Planning Alternatives
Michigan
$5.75M
2
EWA
EP Wealth Advisors
California
$134K
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M
4
Morgan Stanley
Morgan Stanley
New York
$201M
5
TC
TAP Consulting
Missouri
$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
326
Luken Investment Analytics
Tennessee
$4.96K -$105K -2,111 -95%
WP
327
WealthShield Partners
North Carolina
$4.86K +$4.86K +98 New
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.61K – – –
IRC
329
Investors Research Corp
Georgia
$4.37K – – –
JFA
330
JNBA Financial Advisors
Minnesota
$4.2K +$49 +1 +1%
CAL
331
Capital Analysts LLC
Pennsylvania
$4K +$50 +1 +1%
TCWA
332
Ten Capital Wealth Advisors
Washington
$3.42K – – –
WAS
333
Winch Advisory Services
Wisconsin
$3K – – –
HCP
334
Hexagon Capital Partners
Arkansas
$1.74K – – –
CFD
335
Creative Financial Designs
Indiana
$1.09K – – –
AWM
336
AllSquare Wealth Management
New York
$645 – – –
IGWM
337
ICA Group Wealth Management
Colorado
$350 -$4.1K -82 -92%
BWM
338
Baystate Wealth Management
Massachusetts
$62 +$62 +1 New
DMBA
339
Deseret Mutual Benefit Administrators
Utah
$50 – – –
SHGA
340
Sand Hill Global Advisors
California
– -$12.4M -252,006 Closed
VHAM
341
Van Hulzen Asset Management
California
– -$6.65M -134,932 Closed
BAMG
342
Brand Asset Management Group
Missouri
– -$4.67M -94,872 Closed
WI
343
WJ Interests
Texas
– -$2.38M -48,213 Closed
WIM
344
WealthPlan Investment Management
Nebraska
– -$2.08M -42,043 Closed
GSC
345
G&S Capital
Colorado
– -$1.28M -25,968 Closed
WFAG
346
Wescott Financial Advisory Group
Pennsylvania
– -$989K -20,081 Closed
Koshinski Asset Management
347
Koshinski Asset Management
Illinois
– -$826K -16,766 Closed
SWM
348
Shelton Wealth Management
Texas
– -$743K -15,090 Closed
CAG
349
Csenge Advisory Group
Florida
– -$669K -13,575 Closed
MPW
350
MA Private Wealth
California
– -$535K -10,853 Closed
12 13
14
15 16