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iShares Short Maturity Bond ETF
NEAR

360 hedge funds and large institutions have $2.67B invested in iShares Short Maturity Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 134 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 20 → 23 (+3)

0.61% less ownership

Funds ownership: 56.05% → 55.44% (-0.61%)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$39.4M)

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

10% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 134

2% less funds holding

Funds holding: 366 → 360 (-6)

Holders
360
Holders Change
-6
Holders Change %
-1.64%
% of All Funds
6.3%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
35
Increased
121
Reduced
134
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$49.6M
2
TFS
TrustCore Financial Services
Tennessee
+$30.2M
3
Morgan Stanley
Morgan Stanley
New York
+$14.7M
4
BlackRock
BlackRock
New York
+$13.7M
5
CI
Conning Inc
Connecticut
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
EG
Enstar Group
Bermuda
-$71.8M
2
GWM
Geneos Wealth Management
Colorado
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$20.9M
4
FTUS
Flow Traders U.S.
New York
-$18.9M
5
Wells Fargo
Wells Fargo
California
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
351
Edge Wealth Management
New York
$3K – – –
PB
352
Pinnacle Bancorp
Nebraska
$3K – – –
TCWA
353
Ten Capital Wealth Advisors
Washington
$3K – – –
CPC
354
Consolidated Planning Corp
Georgia
$3K +$3.01K +60 New
AWM
355
Avior Wealth Management
Nebraska
$2K – – –
HCP
356
Hexagon Capital Partners
Arkansas
$2K – – –
FA
357
Flagstar Advisors
New York
$2K +$2.01K +40 New
AWM
358
AllSquare Wealth Management
New York
$1K – – –
APC
359
Aspire Private Capital
North Carolina
$1K – – –
CFD
360
Creative Financial Designs
Indiana
$1K – – –
EG
361
Enstar Group
Bermuda
– -$71.8M -1,431,863 Closed
Deutsche Bank
362
Deutsche Bank
Germany
– -$1.97M -39,190 Closed
Goldman Sachs
363
Goldman Sachs
New York
– -$1.77M -35,357 Closed
BCA
364
Bay Colony Advisors
Massachusetts
– -$1.11M -22,162 Closed
VAG
365
VisionPoint Advisory Group
Texas
– -$802K -15,980 Closed
MSA
366
Marino Stram & Associates
Massachusetts
– -$743K -14,808 Closed
PWM
367
PRW Wealth Management
Massachusetts
– -$691K -13,773 Closed
KOMWMG
368
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$607K -12,094 Closed
HCM
369
Howard Capital Management
Georgia
– -$518K -10,321 Closed
FA
370
Fountainhead AM
New Jersey
– -$420K -8,371 Closed
RCM
371
Requisite Capital Management
Texas
– -$381K -7,585 Closed
RIG
372
RiverFront Investment Group
Virginia
– -$358K -7,142 Closed
ARC
373
Advisor Resource Council
Texas
– -$351K -6,990 Closed
KNW
374
Kesler Norman & Wride
Utah
– -$323K -6,445 Closed
LNC
375
Lincoln National Corp
Pennsylvania
– -$312K -6,220 Closed
12 13 14
15
16

NEAR Hedge Fund Activity: Q3 2021 in Review

360 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2021, worth a combined $2.67B — down 1.5% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of NEAR and 35 opened new positions — a net loss of 1 holder — while 134 trimmed existing stakes and 121 added.

The largest buyer was Bramshill Investments, adding an estimated $49.6M. The largest seller was Enstar Group, exiting entirely with an estimated $71.8M sold.

  • 360 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2021, down from 366 in Q2 2021.
  • Funds reported $2.67B of iShares Short Maturity Bond ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
  • 35 funds opened new iShares Short Maturity Bond ETF positions in Q3 2021 and 36 closed out, a net change of -1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2021 was Bramshill Investments, an estimated $49.6M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2021 was Enstar Group, an estimated $71.8M sold.

Based on aggregated 13F filings for Q3 2021.