We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF
NEAR

66 hedge funds and large institutions have $1.96B invested in iShares Short Maturity Bond ETF in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

120% more capital invested

Capital invested by funds: $892M → $1.96B (+$1.07B)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

25% more funds holding

Funds holding: 53 → 66 (+13)

Holders
66
Holders Change
+13
Holders Change %
+24.53%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
19
Increased
20
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$495M
2
UCFA
United Capital Financial Advisors
Texas
+$233M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$229M
4
Bank of America
Bank of America
North Carolina
+$47.7M
5
NYLIM
New York Life Investment Management
New York
+$26.3M

Top Sellers

1
LPL Financial
LPL Financial
California
-$20M
2
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
-$3.43M
3
SEI Investments
SEI Investments
Pennsylvania
-$2.89M
4
Jane Street
Jane Street
New York
-$1.5M
5
PAG
Private Advisor Group
New Jersey
-$950K
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
Davenport & Co
Virginia
$1.07M +$1.07M +21,420 New
PAG
27
Private Advisor Group
New Jersey
$1.07M -$950K -18,977 -47%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.01M +$19.1K +381 +2%
SI
29
SII Investments
Wisconsin
$799K +$799K +15,962 New
OC
30
Oppenheimer & Co
New York
$754K +$754K +15,058 New
NA
31
Nottingham Advisors
New York
$751K +$109K +2,175 +17%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$741K +$741K +14,797 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$727K -$5.21K -104 -0.7%
AP
34
Advisors Preferred
Maryland
$704K -$73.1K -1,460 -9%
MIAN
35
Mariner Independent Advisor Network
Kansas
$646K +$646K +12,894 New
RJA
36
Raymond James & Associates
Florida
$620K -$642K -12,810 -51%
AI
37
Atria Investments
North Carolina
$617K +$36.3K +724 +6%
CWM
38
Cabot Wealth Management
Massachusetts
$579K +$224K +4,470 +63%
NGA
39
Naples Global Advisors
Florida
$556K – – –
IAA
40
Ironsides Asset Advisors
North Carolina
$546K +$546K +10,895 New
WPW
41
Waldron Private Wealth
Pennsylvania
$504K +$505K +10,081 New
FAAS
42
First Allied Advisory Services
California
$483K +$485K +9,675 New
CCFCSB
43
Cape Cod Five Cents Savings Bank
Massachusetts
$468K +$73.6K +1,470 +19%
LG
44
LaFleur & Godfrey
Michigan
$461K -$10K -200 -2%
AA
45
Alesco Advisors
New York
$440K -$439K -8,770 -50%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$436K -$619K -12,368 -59%
CS
47
Credit Suisse
Switzerland
$432K – – –
FWSM
48
First Wilshire Securities Management
California
$396K +$79.7K +1,591 +25%
PFS
49
Prospera Financial Services
Texas
$350K +$350K +6,980 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$335K +$335K +6,688 New
1
2
3

NEAR Hedge Fund Activity: Q3 2015 in Review

66 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2015, worth a combined $1.96B — up 120% from $892M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NEAR positions and 5 closed out — a net gain of 14 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $495M. The largest seller was LPL Financial, cutting an estimated $20M.

  • 66 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2015, up from 53 in Q2 2015.
  • Funds reported $1.96B of iShares Short Maturity Bond ETF stock for Q3 2015, up 120% quarter-over-quarter.
  • 19 funds opened new iShares Short Maturity Bond ETF positions in Q3 2015 and 5 closed out, a net change of +14 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2015 was PNC Financial Services Group, an estimated $495M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2015 was LPL Financial, an estimated $20M sold.

Based on aggregated 13F filings for Q3 2015.