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iShares Short Maturity Bond ETF

352 hedge funds and large institutions have $2.94B invested in iShares Short Maturity Bond ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2.57B → $2.94B (+$374M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

8.31% more ownership

Funds ownership: 54.38%62.69% (+8.3%)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

2% less funds holding

Funds holding: 359352 (-7)

40% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 149

Holders
352
Holders Change
-7
Holders Change %
-1.95%
% of All Funds
5.93%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.44%
New
40
Increased
89
Reduced
149
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
351
International Assets Investment Management
Florida
$238 +$49 +1 +0%
EG
352
Enstar Group
Bermuda
-$45.4M -915,711 Closed
TTSTC
353
Texas Treasury Safekeeping Trust Company
Texas
-$5.66M -114,241 Closed
OCM
354
Orser Capital Management
Texas
-$3.5M -70,555 Closed
CA
355
Corrado Advisors
New Jersey
-$2.64M -53,235 Closed
SAMC
356
Spectrum Asset Management (California)
California
-$2.23M -44,896 Closed
AIM
357
Avity Investment Management
Connecticut
-$1.73M -34,900 Closed
CCM
358
Crabel Capital Management
California
-$1.09M -22,091 Closed
PWP
359
Personal Wealth Partners
Minnesota
-$991K -20,002 Closed
TFCP
360
Twin Focus Capital Partners
Massachusetts
-$991K -20,000 Closed
Susquehanna International Group
361
Susquehanna International Group
Pennsylvania
-$926K -18,672 Closed
ICM
362
Intrepid Capital Management
Florida
-$909K -18,345 Closed
BNP Paribas Financial Markets
363
BNP Paribas Financial Markets
France
-$802K -16,179 Closed
AFS
364
Access Financial Services
Minnesota
-$598K -12,070 Closed
MPW
365
MA Private Wealth
California
-$405K -8,177 Closed
AR
366
Apeiron RIA
Texas
-$393K -7,943 Closed
NWM
367
Northwest Wealth Management
Iowa
-$389K -7,846 Closed
RFWA
368
RPg Family Wealth Advisory
Massachusetts
-$380K -7,662 Closed
TI
369
Tidal Investments
Wisconsin
-$336K -6,778 Closed
SAM
370
Strategy Asset Managers
California
-$319K -6,438 Closed
GM
371
GeoWealth Management
Illinois
-$317K -6,390 Closed
IWC
372
Integrated Wealth Concepts
Massachusetts
-$311K -6,264 Closed
MIH
373
Meitav Investment House
Israel
-$308K -6,254 Closed
RA
374
RFG Advisory
Alabama
-$308K -6,218 Closed
HTC
375
Haverford Trust Company
Pennsylvania
-$285K -5,750 Closed

NEAR Hedge Fund Activity: Q2 2022 in Review

352 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2022, worth a combined $2.94B — up 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEAR positions and 39 closed out — a net gain of 1 holder — while 89 added to existing stakes and 149 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $247M. The largest seller was Enstar Group, exiting entirely with an estimated $45.4M sold.

  • 352 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2022, down from 359 in Q1 2022.
  • Funds reported $2.94B of iShares Short Maturity Bond ETF stock for Q2 2022, up 15% quarter-over-quarter.
  • 40 funds opened new iShares Short Maturity Bond ETF positions in Q2 2022 and 39 closed out, a net change of +1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2022 was EP Wealth Advisors, an estimated $247M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2022 was Enstar Group, an estimated $45.4M sold.

Based on aggregated 13F filings for Q2 2022.