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iShares Short Maturity Bond ETF
NEAR

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: 23 → 26 (+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: 359 → 352 (-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
–

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$247M
2
Jane Street
Jane Street
New York
+$43.3M
3
Morgan Stanley
Morgan Stanley
New York
+$37.5M
4
TC
TAP Consulting
Missouri
+$33.8M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$24.5M

Top Sellers

Rank Fund Capital Flow
1
EG
Enstar Group
Bermuda
-$45.4M
2
RVPG
Relative Value Partners Group
-$12M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$11.4M
4
RBC
Roble Belko & Company
Pennsylvania
-$8.98M
5
KA
Klingman & Associates
New York
-$8.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
5L
376
55I LLC
Massachusetts
– -$247K -4,979 Closed
CHA
377
Cooper/Haims Advisors
New York
– -$224K -4,509 Closed
PWA
378
Physician Wealth Advisors
Utah
– -$205K -4,137 Closed
TA
379
TrueWealth Advisors
Alabama
– -$204K -4,090 Closed
MCC
380
Money Concepts Capital
Florida
– -$156K -3,149 Closed
DB
381
Dravo Bay
Delaware
– -$114K -2,298 Closed
PCG
382
Private Capital Group
Connecticut
– -$50K -1,000 Closed
ADL
383
Asset Dedication LLC
California
– -$37K -750 Closed
HA
384
Herold Advisors
New York
– -$28.4K -572 Closed
RTC
385
Riverview Trust Company
Washington
– -$17K -340 Closed
SQA
386
Simon Quick Advisors
New Jersey
– -$12K -240 Closed
CT
387
Caldwell Trust
Florida
– -$8.18K -165 Closed
FGAM
388
Financial Gravity Asset Management
Texas
– -$8 -158 Closed
GIA
389
Goodwin Investment Advisory
Georgia
– -$3K -57 Closed
DMBA
390
Deseret Mutual Benefit Administrators
Utah
– +$49 +1 New
UWM
391
Urban Wealth Management
California
– +$148 +3 New
12 13 14 15
16

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.