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iShares Short Maturity Bond ETF
NEAR

53 hedge funds and large institutions have $892M invested in iShares Short Maturity Bond ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more capital invested

Capital invested by funds: $335M → $892M (+$558M)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

6% more funds holding

Funds holding: 50 → 53 (+3)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
19
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
2
UCFA
United Capital Financial Advisors
Texas
+$241M
3
LPL Financial
LPL Financial
California
+$34.7M
4
BIM
BlackRock Investment Management
Delaware
+$10.2M
5
AIM
Astor Investment Management
Illinois
+$9.24M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7.96M
2
TCM
TD Capital Management
Tennessee
-$3.48M
3
VKH
Virtu KCG Holdings
New York
-$2.51M
4
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
-$1.23M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Alesco Advisors
New York
$880K +$880K +17,555 New
AP
27
Advisors Preferred
Maryland
$778K -$47.6K -950 -6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$732K +$84.1K +1,678 +13%
NA
29
Nottingham Advisors
New York
$643K -$445K -8,873 -41%
AI
30
Atria Investments
North Carolina
$581K -$128K -2,551 -18%
NGA
31
Naples Global Advisors
Florida
$557K -$168K -3,354 -23%
HighTower Advisors
32
HighTower Advisors
Illinois
$481K +$9.68K +193 +2%
LG
33
LaFleur & Godfrey
Michigan
$471K +$85.2K +1,700 +22%
CS
34
Credit Suisse
Switzerland
$433K -$4.01K -80 -0.9%
RA
35
RFG Advisory
Alabama
$425K +$425K +8,480 New
CCFCSB
36
Cape Cod Five Cents Savings Bank
Massachusetts
$395K +$17.9K +358 +5%
CWM
37
Cabot Wealth Management
Massachusetts
$356K – – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$341K -$450K -8,971 -57%
CAN
39
Cetera Advisor Networks
California
$325K – – –
AIM
40
Aspen Investment Management
Michigan
$316K – – –
FWSM
41
First Wilshire Securities Management
California
$316K +$316K +6,309 New
DIA
42
Dana Investment Advisors
Wisconsin
$258K -$9.98K -199 -4%
KA
43
Klingman & Associates
New York
$250K +$150K +3,000 +151%
NPF
44
Norris Perne & French
Michigan
$226K – – –
CMO
45
Covenant Multifamily Offices
Texas
$203K +$203K +4,043 New
ASN
46
Advisory Services Network
Georgia
$166K +$166K +3,318 New
AIG
47
American International Group
New York
$109K -$189K -3,767 -64%
CB
48
Community Bank
New York
$108K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$86K – – –
CFS
50
Commonwealth Financial Services
West Virginia
$79K -$10K -200 -11%
1
2
3

NEAR Hedge Fund Activity: Q2 2015 in Review

53 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2015, worth a combined $892M — up 167% from $335M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NEAR positions and 5 closed out — a net gain of 3 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $243M. The largest seller was Bank of America, cutting an estimated $7.96M.

  • 53 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2015, up from 50 in Q1 2015.
  • Funds reported $892M of iShares Short Maturity Bond ETF stock for Q2 2015, up 167% quarter-over-quarter.
  • 8 funds opened new iShares Short Maturity Bond ETF positions in Q2 2015 and 5 closed out, a net change of +3 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2015 was Envestnet Asset Management, an estimated $243M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2015 was Bank of America, an estimated $7.96M sold.

Based on aggregated 13F filings for Q2 2015.