iShares Short Maturity Bond ETF
NEAR
359 hedge funds and large institutions have $3.04B invested in iShares Short Maturity Bond ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 85 increasing their positions, 155 reducing their positions, and 29 closing their positions.
103% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 29
11.01% more ownership
Funds ownership: 64.17% → 75.18% (+11%)
7% more funds holding
Funds holding: 337 → 359 (+22)
1% more capital invested
Capital invested by funds: $3B → $3.04B (+$40.4M)
11% less funds holding in top 10
Funds holding in top 10: 28 → 25 (-3)
45% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 155
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$125M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$93.4M |
| 3 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$59M |
| 4 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
+$45.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$126M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$30M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$25.1M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$21.5M |
| 5 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
-$16.6M |
NEAR Hedge Fund Activity: Q4 2022 in Review
359 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2022, worth a combined $3.04B — up 1.3% from $3B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new NEAR positions and 29 closed out — a net gain of 30 holders — while 85 added to existing stakes and 155 trimmed.
The largest buyer was BlackRock, adding an estimated $125M. The largest seller was Morgan Stanley, cutting an estimated $126M.
- 359 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2022, up from 337 in Q3 2022.
- Funds reported $3.04B of iShares Short Maturity Bond ETF stock for Q4 2022, up 1.3% quarter-over-quarter.
- 59 funds opened new iShares Short Maturity Bond ETF positions in Q4 2022 and 29 closed out, a net change of +30 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q4 2022 was BlackRock, an estimated $125M added.
- The largest iShares Short Maturity Bond ETF seller in Q4 2022 was Morgan Stanley, an estimated $126M sold.
Based on aggregated 13F filings for Q4 2022.