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iShares Short Maturity Bond ETF
NEAR

43 hedge funds and large institutions have $342M invested in iShares Short Maturity Bond ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 1

1,182% more capital invested

Capital invested by funds: $26.7M → $342M (+$315M)

975% more funds holding

Funds holding: 4 → 43 (+39)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
43
Holders Change
+39
Holders Change %
+975%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$89.8M
2
Morgan Stanley
Morgan Stanley
New York
+$88.5M
3
Bank of America
Bank of America
North Carolina
+$60.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.4M
5
BIM
BlackRock Investment Management
Delaware
+$8.88M

Top Sellers

Rank Fund Capital Flow
1
HJA
Hugh Johnson Advisors
New York
-$387K
2
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Cabot Wealth Management
Massachusetts
$378K +$379K +7,548 New
CCFCSB
27
Cape Cod Five Cents Savings Bank
Massachusetts
$292K +$293K +5,845 New
CAN
28
Cetera Advisor Networks
California
$280K +$281K +5,600 New
AIM
29
Astor Investment Management
Illinois
$236K +$15.9K +317 +7%
PAG
30
Private Advisor Group
New Jersey
$233K +$233K +4,649 New
Wells Fargo
31
Wells Fargo
California
$228K +$229K +4,568 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$181K +$182K +3,622 New
KA
33
Klingman & Associates
New York
$99K +$99.8K +1,990 New
DADC
34
D.A. Davidson & Co
Montana
$95K +$96K +1,914 New
AIG
35
American International Group
New York
$90.4K +$90.6K +1,807 New
CFS
36
Commonwealth Financial Services
West Virginia
$88K +$88.6K +1,767 New
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$86K +$86.5K +1,725 New
FCCM
38
First City Capital Management
Georgia
$77.8K +$78K +1,555 New
BCI
39
Brinker Capital Investments
Pennsylvania
$36K +$35.7K +711 New
NES
40
New England Securities
New York
$24K +$24.5K +489 New
Deutsche Bank
41
Deutsche Bank
Germany
$15K +$15.1K +301 New
NPC
42
National Planning Corporation
California
$10K +$10K +200 New
HJA
43
Hugh Johnson Advisors
New York
– -$387K -7,710 Closed
Parallax Volatility Advisers
44
Parallax Volatility Advisers
California
– +$50 +1 New
1
2

NEAR Hedge Fund Activity: Q4 2014 in Review

43 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2014, worth a combined $342M — up 1,182% from $26.7M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEAR positions and 1 closed out — a net gain of 39 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $89.8M. The largest seller was Hugh Johnson Advisors, exiting entirely with an estimated $387K sold.

  • 43 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2014, up from 4 in Q3 2014.
  • Funds reported $342M of iShares Short Maturity Bond ETF stock for Q4 2014, up 1,182% quarter-over-quarter.
  • 40 funds opened new iShares Short Maturity Bond ETF positions in Q4 2014 and 1 closed out, a net change of +39 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2014 was AllianceBernstein, an estimated $89.8M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2014 was Hugh Johnson Advisors, an estimated $387K sold.

Based on aggregated 13F filings for Q4 2014.