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iShares Short Maturity Bond ETF
NEAR

68 hedge funds and large institutions have $2.32B invested in iShares Short Maturity Bond ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $1.96B → $2.32B (+$357M)

3% more funds holding

Funds holding: 66 → 68 (+2)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
11
Increased
31
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$155M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$89M
3
UCFA
United Capital Financial Advisors
Texas
+$81.1M
4
BIM
BlackRock Investment Management
Delaware
+$16.7M
5
LPL Financial
LPL Financial
California
+$15.6M

Top Sellers

Rank Fund Capital Flow
1
NYLIM
New York Life Investment Management
New York
-$26.3M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$4.32M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$741K
4
MIAN
Mariner Independent Advisor Network
Kansas
-$646K
5
RJA
Raymond James & Associates
Florida
-$620K
Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
26
Haverford Trust Company
Pennsylvania
$1.25M -$200K -3,999 -14%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.19M +$180K +3,601 +18%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.1M +$374K +7,470 +51%
FWSM
29
First Wilshire Securities Management
California
$1.09M +$700K +14,000 +177%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.02M -$361K -7,224 -26%
M&T Bank
31
M&T Bank
New York
$997K +$997K +19,936 New
WPW
32
Waldron Private Wealth
Pennsylvania
$908K +$404K +8,080 +80%
SI
33
SII Investments
Wisconsin
$816K +$16.6K +332 +2%
OC
34
Oppenheimer & Co
New York
$799K +$45.6K +911 +6%
TCM
35
Tuttle Capital Management
Connecticut
$664K +$664K +13,281 New
IA
36
IFP Advisors
Florida
$655K +$655K +13,096 New
AI
37
Atria Investments
North Carolina
$649K +$33.4K +667 +5%
AP
38
Advisors Preferred
Maryland
$604K -$99K -1,980 -14%
KA
39
Klingman & Associates
New York
$550K +$300K +6,000 +120%
CWM
40
Cabot Wealth Management
Massachusetts
$533K -$45.8K -915 -8%
NGA
41
Naples Global Advisors
Florida
$522K -$33.5K -670 -6%
NA
42
Nottingham Advisors
New York
$515K -$235K -4,700 -31%
SAM
43
Securian Asset Management
Minnesota
$484K +$484K +9,675 New
FAAS
44
First Allied Advisory Services
California
$481K -$1.5K -30 -0.3%
LG
45
LaFleur & Godfrey
Michigan
$460K – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$390K +$55.9K +1,117 +17%
CCFCSB
47
Cape Cod Five Cents Savings Bank
Massachusetts
$379K -$88.8K -1,775 -19%
PFS
48
Prospera Financial Services
Texas
$344K -$5K -100 -1%
HighTower Advisors
49
HighTower Advisors
Illinois
$319K +$31.2K +623 +11%
AIM
50
Aspen Investment Management
Michigan
$315K – – –
1
2
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NEAR Hedge Fund Activity: Q4 2015 in Review

68 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2015, worth a combined $2.32B — up 18% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NEAR positions and 9 closed out — a net gain of 2 holders — while 31 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $155M. The largest seller was New York Life Investment Management, exiting entirely with an estimated $26.3M sold.

  • 68 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2015, up from 66 in Q3 2015.
  • Funds reported $2.32B of iShares Short Maturity Bond ETF stock for Q4 2015, up 18% quarter-over-quarter.
  • 11 funds opened new iShares Short Maturity Bond ETF positions in Q4 2015 and 9 closed out, a net change of +2 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2015 was Wells Fargo, an estimated $155M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2015 was New York Life Investment Management, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2015.