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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFM
376
Vivid Financial Management
California
-$2.75M -56,791 Closed
RCA
377
Rowland Carmichael Advisors
Arizona
-$2.18M -45,018 Closed
BAAM
378
Baker Avenue Asset Management
California
-$1.18M -24,285 Closed
CAC
379
Certified Advisory Corp
Florida
-$1.1M -22,624 Closed
AWMS
380
Advocacy Wealth Management Services
Georgia
-$1.01M -20,769 Closed
JIP
381
Jaffetilchin Investment Partners
Florida
-$975K -20,105 Closed
APW
382
Austin Private Wealth
Texas
-$776K -16,003 Closed
SW
383
SlateStone Wealth
Florida
-$598K -12,337 Closed
CFG
384
CMC Financial Group
Georgia
-$359K -7,398 Closed
HA
385
HC Advisors
Georgia
-$359K -7,398 Closed
HIM
386
Hanlon Investment Management
New Jersey
-$337K -6,958 Closed
SMG
387
Spectrum Management Group
Indiana
-$319K -6,583 Closed
OFG
388
OmniStar Financial Group
North Carolina
-$319K -6,573 Closed
HC
389
HNP Capital
New York
-$312K -6,354 Closed
CW
390
CreativeOne Wealth
Kansas
-$291K -6,006 Closed
MYIA
391
Mount Yale Investment Advisors
Colorado
-$280K -5,771 Closed
BMCM
392
Bryn Mawr Capital Management
Pennsylvania
-$278K -5,725 Closed
Principal Financial Group
393
Principal Financial Group
Iowa
-$277K -5,716 Closed
AIS
394
Accurate Investment Solutions
Pennsylvania
-$263K -5,414 Closed
PTC
395
Private Trust Company
Ohio
-$253K -5,234 Closed
HR
396
Hayden Royal
North Carolina
-$253K -5,214 Closed
GSWM
397
Golden State Wealth Management
California
-$243K -5,004 Closed
GBBWRPM
398
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$242K -4,994 Closed
RCM
399
RNC Capital Management
California
-$242K -4,987 Closed
BFA
400
Beacon Financial Advisory
Ohio
-$241K -4,971 Closed

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.