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iShares Short Maturity Bond ETF
NEAR

359 hedge funds and large institutions have $2.57B invested in iShares Short Maturity Bond ETF in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 145 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

2% less funds holding

Funds holding: 365 → 359 (-6)

4.01% less ownership

Funds ownership: 58.39% → 54.38% (-4%)

4% less funds holding in top 10

Funds holding in top 10: 24 → 23 (-1)

8% less capital invested

Capital invested by funds: $2.8B → $2.57B (-$228M)

32% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 145

Holders
359
Holders Change
-6
Holders Change %
-1.64%
% of All Funds
5.66%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.36%
New
43
Increased
99
Reduced
145
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$40.7M
2
Morgan Stanley
Morgan Stanley
New York
+$38.6M
3
Wells Fargo
Wells Fargo
California
+$38.3M
4
SRC
Shufro Rose & Co
New York
+$28.5M
5
Osaic Holdings
Osaic Holdings
Arizona
+$24.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$289M
2
Bank of America
Bank of America
North Carolina
-$74.5M
3
WTB
Washington Trust Bank
Washington
-$14.5M
4
SLF
Sun Life Financial
Ontario, Canada
-$13.3M
5
CI
Conning Inc
Connecticut
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
351
JNBA Financial Advisors
Minnesota
$4K – – –
GIA
352
Goodwin Investment Advisory
Georgia
$3K – – –
PB
353
Pinnacle Bancorp
Nebraska
$3K – – –
TCWA
354
Ten Capital Wealth Advisors
Washington
$3K – – –
AWM
355
Avior Wealth Management
Nebraska
$2K – – –
HCP
356
Hexagon Capital Partners
Arkansas
$2K – – –
PO
357
Private Ocean
California
$2K +$2.04K +41 New
AWM
358
AllSquare Wealth Management
New York
$1K – – –
CFD
359
Creative Financial Designs
Indiana
$1K – – –
FGAM
360
Financial Gravity Asset Management
Texas
$8 -$769K -15,452 -99%
CI
361
Conning Inc
Connecticut
– -$12.1M -243,000 Closed
MCAI
362
Members Capital Advisors Inc
Wisconsin
– -$9.98M -199,860 Closed
AO
363
Advisor OS
Illinois
– -$6.03M -120,726 Closed
Citadel Advisors
364
Citadel Advisors
Florida
– -$5.29M -105,948 Closed
IFG
365
Investors Financial Group
Minnesota
– -$2.35M -46,955 Closed
WA
366
Waddell & Associates
Tennessee
– -$1.62M -32,456 Closed
SFS
367
Sowell Financial Services
Arkansas
– -$1.45M -28,933 Closed
BWG
368
Beta Wealth Group
California
– -$1.21M -24,126 Closed
LJAC
369
L.J. Altfest & Co
New York
– -$1.19M -23,729 Closed
CL
370
CPWM LLC
Washington
– -$1.01M -20,215 Closed
FCFC
371
First Citizens Financial Corp
Iowa
– -$996K -19,945 Closed
GC
372
Guggenheim Capital
Illinois
– -$885K -17,722 Closed
SFP
373
Shepherd Financial Partners
Massachusetts
– -$774K -15,514 Closed
UWPG
374
Ullmann Wealth Partners Group
Florida
– -$591K -11,841 Closed
EH
375
Equitable Holdings
New York
– -$558K -11,164 Closed
13 14
15
16 17

NEAR Hedge Fund Activity: Q1 2022 in Review

359 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2022, worth a combined $2.57B — down 8.1% from $2.8B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of NEAR and 43 opened new positions — a net loss of 2 holders — while 145 trimmed existing stakes and 99 added.

The largest buyer was Bramshill Investments, adding an estimated $40.7M. The largest seller was BlackRock, cutting an estimated $289M.

  • 359 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2022, down from 365 in Q4 2021.
  • Funds reported $2.57B of iShares Short Maturity Bond ETF stock for Q1 2022, down 8.1% quarter-over-quarter.
  • 43 funds opened new iShares Short Maturity Bond ETF positions in Q1 2022 and 45 closed out, a net change of -2 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2022 was Bramshill Investments, an estimated $40.7M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2022 was BlackRock, an estimated $289M sold.

Based on aggregated 13F filings for Q1 2022.