NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

328 hedge funds and large institutions have $2.6B invested in iShares Short Maturity Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 140 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-11
Holders Change %
-3.24%
% of All Funds
5.17%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
26
Increased
97
Reduced
140
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$64.2M
2
RPSA
2
Richard P. Slaughter Associates
Texas
$32.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$119M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$20M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$6.34M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$348M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
BlackRock
3
BlackRock
New York
$74.5M
4
USAA
4
United Services Automobile Association
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
326
Creative Financial Designs
Indiana
$1.09K – – –
AWM
327
AllSquare Wealth Management
New York
$646 – – –
DMBA
328
Deseret Mutual Benefit Administrators
Utah
$50 – – –
OP
329
ORG Partners
Indiana
$4 – – –
USAA
330
United Services Automobile Association
Texas
– -$94.2M -1,899,309 Closed
FF
331
Friedenthal Financial
New Jersey
– -$3.71M -74,689 Closed
AWM
332
Axxcess Wealth Management
California
– -$2.14M -43,147 Closed
AI
333
Atria Investments
North Carolina
– -$2.09M -42,095 Closed
ARC
334
Advisor Resource Council
Texas
– -$1.31M -26,524 Closed
FLA
335
Financial Life Advisors
Texas
– -$1.26M -25,338 Closed
WEG
336
World Equity Group
Illinois
– -$1.02M -21,049 Closed
IFO
337
Independent Family Office
New York
– -$659K -13,294 Closed
ECA
338
Elevated Capital Advisors
Utah
– -$652K -13,139 Closed
WA
339
Wealth Alliance
New York
– -$494K -9,967 Closed
SFS
340
Sowell Financial Services
Arkansas
– -$420K -8,476 Closed
First Trust Advisors
341
First Trust Advisors
Illinois
– -$391K -7,873 Closed
CAGAS
342
Capital Advisory Group Advisory Services
Minnesota
– -$283K -5,700 Closed
MGIA
343
Moneta Group Investment Advisors
Missouri
– -$282K -5,681 Closed
LWM
344
Ledge Wealth Management
Minnesota
– -$280K -5,635 Closed
PFS
345
Prospera Financial Services
Texas
– -$278K -5,597 Closed
IAIM
346
International Assets Investment Management
Florida
– -$261K -5,358 Closed
IWN
347
Independent Wealth Network
Iowa
– -$265K -5,343 Closed
FA
348
FDx Advisors
Illinois
– -$259K -5,265 Closed
GVAG
349
Great Valley Advisor Group
Delaware
– -$246K -4,951 Closed
GSEP
350
Golden State Equity Partners
California
– -$240K -4,844 Closed
11 12 13
14
15