NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

391 hedge funds and large institutions have $4.42B invested in iShares Short Maturity Bond ETF in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 121 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
7.72%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
0.99%
New
93
Increased
121
Reduced
138
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$22M
3
CCA
Conservest Capital Advisors
Pennsylvania
+$19.7M
4
Truist Financial
Truist Financial
North Carolina
+$18.9M
5
Wells Fargo
Wells Fargo
California
+$15.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$281M
2
FTUS
Flow Traders U.S.
New York
-$116M
3
Betterment LLC
Betterment LLC
New York
-$84.7M
4
VAG
VisionPoint Advisory Group
Texas
-$42.9M
5
LPL Financial
LPL Financial
California
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
351
TS Financial Group (TSFG)
Illinois
$64K -$19.4K -383 -23%
SFA
352
Semmax Financial Advisors
North Carolina
$52K -$11.2K -222 -18%
S
353
SignatureFD
Georgia
$50K – – –
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$48K +$48K +964 New
GEA
355
Glen Eagle Advisors
New Jersey
$47.2K +$46.4K +923 +5,429%
ONST
356
Old North State Trust
North Carolina
$47K – – –
TCOV
357
Trust Company of Vermont
Vermont
$40K +$40K +792 New
JCM
358
Jacobi Capital Management
Pennsylvania
$37K +$37K +743 New
PCA
359
Providence Capital Advisors
North Carolina
$30K +$30K +600 New
LWANC
360
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K +$28K +549 New
TFA
361
Tobias Financial Advisors
Florida
$20K +$20K +409 New
AssetMark Inc
362
AssetMark Inc
California
$19K +$18.4K +372 +3,100%
SBL
363
Sargent Bickham Lagudis
Colorado
$17K – – –
BFEC
364
Benjamin F. Edwards & Company
Missouri
$17K +$17K +339 New
VNA
365
Valley National Advisers
Pennsylvania
$16K – – –
VRM
366
Vectors Research Management
New York
$15K -$18.2K -373 -55%
PB
367
Pinnacle Bancorp
Nebraska
$13K +$13K +265 New
SSB
368
Sandy Spring Bank
Maryland
$12K – – –
FMTCOCP
369
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
SIC
370
Salem Investment Counselors
North Carolina
$8K – – –
ACM
371
Anfield Capital Management
California
$8K +$8K +157 New
CAL
372
Capital Analysts LLC
Pennsylvania
$7K -$714 -15 -9%
CFD
373
Creative Financial Designs
Indiana
$7K – – –
HI
374
Hudock Inc
Pennsylvania
$7K – – –
First Manhattan
375
First Manhattan
New York
$6K – – –
13 14
15
16 17