NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

358 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, 84 increasing their positions, 155 reducing their positions, and 29 closing their positions.

Holders
358
Holders Change
+22
Holders Change %
+6.55%
% of All Funds
5.78%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
59
Increased
84
Reduced
155
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$195M
2
USAA
2
United Services Automobile Association
Texas
$93.6M
3
PA
3
Planning Alternatives
Michigan
$59.2M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$45.4M
5
Bank of America
5
Bank of America
North Carolina
$434M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$113M
3
Wells Fargo
3
Wells Fargo
California
$82.4M
4
RCS
4
Retirement Capital Strategies
California
$208K
5
ICG
5
InterOcean Capital Group
Tennessee
$1.54M
Name Market Value Shares Shares
Change 		Shares
Change %
WG
376
Watchman Group
Texas
– – -4,227 Closed
EP
377
Eudaimonia Partners
Tennessee
– – -4,145 Closed
GIA
378
GHP Investment Advisors
Colorado
– – -1,281 Closed
OPW
379
Oxler Private Wealth
New York
– – -1,200 Closed
PFA
380
Professional Financial Advisors
Nebraska
– – -650 Closed
NL
381
NVWM LLC
Pennsylvania
– – -472 Closed
TSWM
382
Tyler-Stone Wealth Management
Ohio
– – -400 Closed
AWM
383
Atticus Wealth Management
Florida
– – -339 Closed
RG
384
Retirement Group
California
– – -258 Closed
HGERS
385
Householder Group Estate & Retirement Specialist
Arizona
– – -216 Closed
GWSG
386
GPS Wealth Strategies Group
Colorado
– – -162 Closed
DBG
387
De Burlo Group
Massachusetts
– – -70 Closed
FA
388
Flagstar Advisors
New York
– – -39 Closed
12 13 14 15
16