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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
NCM
401
Northwest Capital Management
Oregon
-$239K -4,934 Closed
AFP
402
Ausdal Financial Partners
Iowa
-$218K -4,437 Closed
TPA
403
Trivium Point Advisory
Connecticut
-$208K -4,266 Closed
CF
404
Centaurus Financial
California
-$194K -4,009 Closed
BWA
405
Burt Wealth Advisors
Maryland
-$78K -1,600 Closed
AIC
406
Ameritas Investment Company
Nebraska
-$49K -1,002 Closed
TCOV
407
Trust Company of Vermont
Vermont
-$38K -792 Closed
CAN
408
Claraphi Advisory Network
United States
-$36K -734 Closed
LSA
409
Lion Street Advisors
Texas
-$19K -396 Closed
MWM
410
MBE Wealth Management
Wisconsin
-$17K -370 Closed
SBL
411
Sargent Bickham Lagudis
Colorado
-$16K -337 Closed
SL
412
Salomon & Ludwin
Virginia
-$15K -300 Closed
WAP
413
Wealthcare Advisory Partners
Pennsylvania
-$6K -120 Closed
EI
414
Ellevest Inc
New York
-$5K -110 Closed
BCM
415
Blume Capital Management
California
-$4K -102 Closed
SF
416
Synovus Financial
Georgia
-$5K -97 Closed
ADL
417
Asset Dedication LLC
California
-$3K -65 Closed
EWM
418
EPG Wealth Management
Georgia
-$3K -63 Closed
DWM
419
Darwin Wealth Management
Florida
-$1K -35 Closed
CFA
420
Carroll Financial Associates
North Carolina
-$1.04K -21 -55%
JCM
421
Jacobi Capital Management
Pennsylvania
+$395 +8 New

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.