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iShares Short Maturity Bond ETF
NEAR

331 hedge funds and large institutions have $1.89B invested in iShares Short Maturity Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 33

7% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 121

3% less funds holding

Funds holding: 341 → 331 (-10)

5.28% less ownership

Funds ownership: 67.9% → 62.62% (-5.3%)

9% less capital invested

Capital invested by funds: $2.08B → $1.89B (-$184M)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
331
Holders Change
-10
Holders Change %
-2.93%
% of All Funds
4.77%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
31
Increased
113
Reduced
121
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$27.3M
2
Jane Street
Jane Street
New York
+$18.6M
3
BI
Bramshill Investments
Florida
+$10.9M
4
AWS
Atria Wealth Solutions
New York
+$9.91M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.42M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$179M
2
Renaissance Technologies
Renaissance Technologies
New York
-$24M
3
TC
TAP Consulting
Missouri
-$14.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$13.6M
5
SLWA
San Luis Wealth Advisors
California
-$8.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
326
PSI Advisors
Florida
$1.56K – – –
CFD
327
Creative Financial Designs
Indiana
$1.11K – – –
AWM
328
AllSquare Wealth Management
New York
$656 – – –
TRCT
329
Tower Research Capital (TRC)
New York
$505 +$505 +10 New
HGERS
330
Householder Group Estate & Retirement Specialist
Arizona
$454 -$757 -15 -63%
S
331
Sachetta
Massachusetts
$51 – – –
CCMG
332
Clark Capital Management Group
Pennsylvania
– -$13.6M -269,836 Closed
AWM
333
AE Wealth Management
Kansas
– -$3.62M -71,358 Closed
AI
334
Atria Investments
North Carolina
– -$2.28M -45,060 Closed
AC
335
AlphaCore Capital
California
– -$1.92M -37,925 Closed
AWA
336
Arete Wealth Advisors
Illinois
– -$1.19M -23,527 Closed
AWM
337
Axxcess Wealth Management
California
– -$477K -9,432 Closed
LGWM
338
Litman Gregory Wealth Management
California
– -$419K -8,295 Closed
MWM
339
Meridian Wealth Management
Kentucky
– -$404K -7,992 Closed
KA
340
Kure Advisory
Minnesota
– -$400K -7,927 Closed
CG
341
CFO4Life Group
Texas
– -$389K -7,701 Closed
VCP
342
Verus Capital Partners
Arizona
– -$278K -5,503 Closed
EWA
343
Emergent Wealth Advisors
New York
– -$257K -5,079 Closed
FAM
344
Family Asset Management
South Carolina
– -$254K -5,030 Closed
RA
345
RFG Advisory
Alabama
– -$242K -4,793 Closed
MGIA
346
Moneta Group Investment Advisors
Missouri
– -$234K -4,638 Closed
FSA
347
Financial Sense Advisors
California
– -$208K -4,120 Closed
SAM
348
Strategy Asset Managers
California
– -$205K -4,051 Closed
Nomura Asset Management
349
Nomura Asset Management
Japan
– -$173K -3,415 Closed
TWM
350
Tradition Wealth Management
Minnesota
– -$157K -3,105 Closed
11 12 13
14
15

NEAR Hedge Fund Activity: Q1 2024 in Review

331 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2024, worth a combined $1.89B — down 8.9% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of NEAR and 31 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 113 added.

The largest buyer was LPL Financial, adding an estimated $27.3M. The largest seller was Morgan Stanley, cutting an estimated $179M.

  • 331 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2024, down from 341 in Q4 2023.
  • Funds reported $1.89B of iShares Short Maturity Bond ETF stock for Q1 2024, down 8.9% quarter-over-quarter.
  • 31 funds opened new iShares Short Maturity Bond ETF positions in Q1 2024 and 33 closed out, a net change of -2 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $27.3M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2024.