We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF
NEAR

335 hedge funds and large institutions have $2.02B invested in iShares Short Maturity Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

2.7% more ownership

Funds ownership: 60.78% → 63.48% (+2.7%)

2% more funds holding

Funds holding: 330 → 335 (+5)

23% less capital invested

Capital invested by funds: $2.6B → $2.02B (-$587M)

27% less funds holding in top 10

Funds holding in top 10: 15 → 11 (-4)

27% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 136

Holders
335
Holders Change
+5
Holders Change %
+1.52%
% of All Funds
5.32%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
41
Increased
99
Reduced
136
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$17.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.4M
3
FTUS
Flow Traders U.S.
New York
+$9.83M
4
ICG
InterOcean Capital Group
Tennessee
+$8.53M
5
EWA
EP Wealth Advisors
California
+$8.05M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$108M
2
Jane Street
Jane Street
New York
-$52M
3
SLF
Sun Life Financial
Ontario, Canada
-$40.3M
4
Morgan Stanley
Morgan Stanley
New York
-$36.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
326
Winch Advisory Services
Wisconsin
$3K +$50 +1 +1%
CAM
327
Chesapeake Asset Management
New York
$2.89K – – –
HCP
328
Hexagon Capital Partners
Arkansas
$1.75K – – –
CPG
329
Cornerstone Planning Group
New Jersey
$1.45K – – –
BWL
330
Bogart Wealth LLC
Virginia
$1.45K +$1.44K +29 New
HGERS
331
Householder Group Estate & Retirement Specialist
Arizona
$1.2K +$1.19K +24 New
CFD
332
Creative Financial Designs
Indiana
$1.1K – – –
AIC
333
Archer Investment Corporation
Indiana
$1.04K +$1.04K +21 New
AWM
334
AllSquare Wealth Management
New York
$649 – – –
HWP
335
Highline Wealth Partners
California
$150 +$149 +3 New
SLF
336
Sun Life Financial
Ontario, Canada
– -$40.3M -810,259 Closed
AWA
337
Aaron Wealth Advisors
Illinois
– -$7.24M -145,519 Closed
EWM
338
Elmwood Wealth Management
California
– -$3.44M -69,115 Closed
HW
339
Hancock Whitney
Mississippi
– -$1.86M -37,465 Closed
CG
340
Colony Group
Massachusetts
– -$1M -20,144 Closed
NWM
341
NEIRG Wealth Management
Massachusetts
– -$873K -17,561 Closed
Bessemer Group
342
Bessemer Group
New Jersey
– -$502K -10,100 Closed
IAIM
343
Industrial Alliance Investment Management
Quebec, Canada
– -$397K -7,978 Closed
CM
344
Cohanzick Management
New York
– -$6.36K -6,363 Closed
Brown Advisory
345
Brown Advisory
Maryland
– -$300K -6,030 Closed
CHJWM
346
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$270K -5,430 Closed
MSFS
347
Main Street Financial Solutions
Pennsylvania
– -$256K -5,159 Closed
CSPAM
348
Cary Street Partners Asset Management
Virginia
– -$255K -5,123 Closed
CIA
349
Capital Investment Advisors
Georgia
– -$250K -5,019 Closed
Janney Montgomery Scott
350
Janney Montgomery Scott
Pennsylvania
– -$244K -4,917 Closed
11 12 13
14
15

NEAR Hedge Fund Activity: Q3 2023 in Review

335 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2023, worth a combined $2.02B — down 23% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NEAR positions and 32 closed out — a net gain of 9 holders — while 99 added to existing stakes and 136 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $108M.

  • 335 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2023, up from 330 in Q2 2023.
  • Funds reported $2.02B of iShares Short Maturity Bond ETF stock for Q3 2023, down 23% quarter-over-quarter.
  • 41 funds opened new iShares Short Maturity Bond ETF positions in Q3 2023 and 32 closed out, a net change of +9 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2023 was Renaissance Technologies, an estimated $17.4M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2023 was Bank of America, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2023.