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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
351
First Manhattan
New York
$6K
FMTCOCP
352
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
HNB
353
Huntington National Bank
Ohio
$5K
CAL
354
Capital Analysts LLC
Pennsylvania
$5K +$49 +1 +1%
SWM
355
Selective Wealth Management
Virginia
$5K +$4.5K +91 New
FBT
356
First Bank & Trust
South Dakota
$4K
IRC
357
Investors Research Corp
Georgia
$4K
VNA
358
Valley National Advisers
Pennsylvania
$4K
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.51K +71 New
AWA
360
Arkadios Wealth Advisors
Georgia
$3.1K -$4K -81 -57%
WAS
361
Winch Advisory Services
Wisconsin
$3K
SIS
362
Sound Income Strategies
Florida
$3K +$49 +1 +2%
AWM
363
Apollon Wealth Management
South Carolina
$3K +$3.06K +62 New
AssetMark Inc
364
AssetMark Inc
California
$2K -$1.83K -37 -49%
CHA
365
Carmichael Hill & Associates
Maryland
$2K
JFA
366
JNBA Financial Advisors
Minnesota
$2K
LAS
367
Lloyd Advisory Services
Georgia
$1K -$635K -12,839 -100%
AWM
368
AllSquare Wealth Management
New York
$1K
BWM
369
Baystate Wealth Management
Massachusetts
$1K +$791 +16 New
TI
370
tru Independence
Oregon
$53 +$53.2K +1,076 New
LCM
371
Landscape Capital Management
New Jersey
-$105M -2,170,941 Closed
AC
372
Athanor Capital
New York
-$11.2M -230,213 Closed
GCA
373
Greenwood Capital Associates
South Carolina
-$4.7M -96,900 Closed
EAM
374
Evanson Asset Management
California
-$2.91M -60,000 Closed
FGAM
375
Financial Gravity Asset Management
Texas
-$2.76K -56,951 Closed

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.