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iShares Short Maturity Bond ETF
NEAR

360 hedge funds and large institutions have $2.67B invested in iShares Short Maturity Bond ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 134 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 20 → 23 (+3)

0.61% less ownership

Funds ownership: 56.05% → 55.44% (-0.61%)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$39.4M)

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

10% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 134

2% less funds holding

Funds holding: 366 → 360 (-6)

Holders
360
Holders Change
-6
Holders Change %
-1.64%
% of All Funds
6.3%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
35
Increased
121
Reduced
134
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$49.6M
2
TFS
TrustCore Financial Services
Tennessee
+$30.2M
3
Morgan Stanley
Morgan Stanley
New York
+$14.7M
4
BlackRock
BlackRock
New York
+$13.7M
5
CI
Conning Inc
Connecticut
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
EG
Enstar Group
Bermuda
-$71.8M
2
GWM
Geneos Wealth Management
Colorado
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$20.9M
4
FTUS
Flow Traders U.S.
New York
-$18.9M
5
Wells Fargo
Wells Fargo
California
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
376
SteelPeak Wealth
California
– -$308K -6,147 Closed
BL
377
Balentine LLC
Georgia
– -$240K -4,785 Closed
PCMC
378
Private Capital Management (Colorado)
Colorado
– -$231K -4,599 Closed
TFA
379
Teamwork Financial Advisors
Texas
– -$224K -4,456 Closed
WAP
380
Wealthcare Advisory Partners
Pennsylvania
– -$224K -4,456 Closed
HGWM
381
Horst & Graben Wealth Management
Oregon
– -$217K -4,325 Closed
AAS
382
Avantax Advisory Services
Texas
– -$214K -4,280 Closed
RA
383
Riversedge Advisors
Delaware
– -$214K -4,271 Closed
IWP
384
Icon Wealth Partners
Texas
– -$213K -4,255 Closed
CC
385
Copperleaf Capital
North Carolina
– -$211K -4,200 Closed
GC
386
Gilbert & Cook
Iowa
– -$209K -4,170 Closed
CAM
387
Concorde Asset Management
Michigan
– -$250K -4,005 Closed
FFG
388
Ford Financial Group
California
– -$161K -3,228 Closed
FPW
389
Flagship Private Wealth
Massachusetts
– -$159K -3,174 Closed
PGWM
390
Parisi Gray Wealth Management
New Jersey
– -$100K -2,000 Closed
WP
391
WealthShield Partners
North Carolina
– -$56K -1,123 Closed
CT
392
Caldwell Trust
Florida
– -$16K -319 Closed
SB
393
Strategic Blueprint
Georgia
– -$12K -245 Closed
SIC
394
Salem Investment Counselors
North Carolina
– -$8K -166 Closed
HFA
395
HC Financial Advisors
California
– -$5K -99 Closed
SSW
396
Smith Shellnut Wilson
Mississippi
– -$3K -60 Closed
12 13 14 15
16

NEAR Hedge Fund Activity: Q3 2021 in Review

360 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2021, worth a combined $2.67B — down 1.5% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of NEAR and 35 opened new positions — a net loss of 1 holder — while 134 trimmed existing stakes and 121 added.

The largest buyer was Bramshill Investments, adding an estimated $49.6M. The largest seller was Enstar Group, exiting entirely with an estimated $71.8M sold.

  • 360 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2021, down from 366 in Q2 2021.
  • Funds reported $2.67B of iShares Short Maturity Bond ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
  • 35 funds opened new iShares Short Maturity Bond ETF positions in Q3 2021 and 36 closed out, a net change of -1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2021 was Bramshill Investments, an estimated $49.6M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2021 was Enstar Group, an estimated $71.8M sold.

Based on aggregated 13F filings for Q3 2021.