iShares Short Maturity Bond ETF
NEAR
321 hedge funds and large institutions have $1.85B invested in iShares Short Maturity Bond ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 129 reducing their positions, and 36 closing their positions.
0.19% more ownership
Funds ownership: 62.62% → 62.81% (+0.19%)
2% less capital invested
Capital invested by funds: $1.89B → $1.85B (-$39.6M)
3% less funds holding
Funds holding: 331 → 321 (-10)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
11% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 36
20% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$41.8M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$13.7M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$12.5M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$10.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$9.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$14.9M |
| 2 |
Morgan Stanley
New York
|
-$14.9M |
| 3 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
-$12.5M |
| 4 |
Renaissance Technologies
New York
|
-$11.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
351
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$28.7K | -569 | Closed |
|
352
First Manhattan
New York
| – | -$11.6K | -229 | Closed |
|
|
GA
353
GoalVest Advisory
New York
| – | -$11K | -218 | Closed |
|
|
VL
354
Vima LLC
Troy,
Michigan
| – | -$8.28K | -167 | Closed |
|
|
WIC
355
Woodmont Investment Counsel
Nashville,
Tennessee
| – | -$5.05K | -100 | Closed |
|
|
TRCT
356
Tower Research Capital (TRC)
New York
| – | -$505 | -10 | Closed |
|
|
HGERS
357
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$454 | -9 | Closed |
|
NEAR Hedge Fund Activity: Q2 2024 in Review
321 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2024, worth a combined $1.85B — down 2.1% from $1.89B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of NEAR and 32 opened new positions — a net loss of 4 holders — while 129 trimmed existing stakes and 103 added.
The largest buyer was Clearwater Capital Advisors, adding an estimated $41.8M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $14.9M.
- 321 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2024, down from 331 in Q1 2024.
- Funds reported $1.85B of iShares Short Maturity Bond ETF stock for Q2 2024, down 2.1% quarter-over-quarter.
- 32 funds opened new iShares Short Maturity Bond ETF positions in Q2 2024 and 36 closed out, a net change of -4 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q2 2024 was Clearwater Capital Advisors, an estimated $41.8M added.
- The largest iShares Short Maturity Bond ETF seller in Q2 2024 was CAPTRUST Financial Advisors, an estimated $14.9M sold.
Based on aggregated 13F filings for Q2 2024.