We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF
NEAR

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

4% more funds holding in top 10

Funds holding in top 10: 23 → 24 (+1)

2.95% more ownership

Funds ownership: 55.44% → 58.39% (+2.9%)

1% more funds holding

Funds holding: 360 → 365 (+5)

5% more capital invested

Capital invested by funds: $2.67B → $2.8B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$101M
2
EG
Enstar Group
Bermuda
+$45.8M
3
Morgan Stanley
Morgan Stanley
New York
+$20.8M
4
WTB
Washington Trust Bank
Washington
+$15.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$15M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$42.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$19.6M
3
Wells Fargo
Wells Fargo
California
-$18.1M
4
SLF
Sun Life Financial
Ontario, Canada
-$16.6M
5
LPL Financial
LPL Financial
California
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
351
Anchor Investment Management
South Carolina
$6.24K +$6.25K +125 New
CAL
352
Capital Analysts LLC
Pennsylvania
$4K – – –
IRC
353
Investors Research Corp
Georgia
$4K – – –
JFA
354
JNBA Financial Advisors
Minnesota
$4K – – –
GIA
355
Goodwin Investment Advisory
Georgia
$3K -$26.5K -529 -90%
EWM
356
Edge Wealth Management
New York
$3K – – –
PB
357
Pinnacle Bancorp
Nebraska
$3K – – –
TCWA
358
Ten Capital Wealth Advisors
Washington
$3K – – –
AWM
359
Avior Wealth Management
Nebraska
$2K – – –
HCP
360
Hexagon Capital Partners
Arkansas
$2K – – –
AWM
361
AllSquare Wealth Management
New York
$1K – – –
APC
362
Aspire Private Capital
North Carolina
$1K – – –
CFD
363
Creative Financial Designs
Indiana
$1K – – –
FGAM
364
Financial Gravity Asset Management
Texas
$779 -$11.9K -237 -1%
SFCL
365
Strengthening Families & Communities LLC
Massachusetts
$50 +$50K +1,000 New
RTC
366
Riverview Trust Company
Washington
$17 – – –
LBC
367
Lowe Brockenbrough & Co
Virginia
– -$12M -238,420 Closed
CM
368
Cornerstone Management
Georgia
– -$9.23M -184,006 Closed
Bank of New York Mellon
369
Bank of New York Mellon
New York
– -$4.44M -88,571 Closed
GM
370
GeoWealth Management
Illinois
– -$2.25M -44,885 Closed
OMC
371
Old Mission Capital
Illinois
– -$1.73M -34,492 Closed
CAM
372
Crestone Asset Management
Colorado
– -$1.43M -28,427 Closed
FTUS
373
Flow Traders U.S.
New York
– -$1.37M -27,390 Closed
DAS
374
Dynamic Advisor Solutions
Arizona
– -$1.32M -26,284 Closed
Jane Street
375
Jane Street
New York
– -$709K -14,133 Closed
13 14
15
16 17

NEAR Hedge Fund Activity: Q4 2021 in Review

365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2021, worth a combined $2.8B — up 5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NEAR positions and 47 closed out — a net gain of 10 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $42.5M.

  • 365 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2021, up from 360 in Q3 2021.
  • Funds reported $2.8B of iShares Short Maturity Bond ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 57 funds opened new iShares Short Maturity Bond ETF positions in Q4 2021 and 47 closed out, a net change of +10 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2021 was BlackRock, an estimated $101M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2021 was Bank of America, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.