NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

89 hedge funds and large institutions have $1.65B invested in iShares Short Maturity Bond ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
14
Increased
33
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
BlackRock Advisors
Delaware
$145M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$12.6M
4
Jane Street
4
Jane Street
New York
$11.1M
5
LPL Financial
5
LPL Financial
California
$30.7M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$216M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$243M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$135M
4
SMM
4
Stadion Money Management
Georgia
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$3.81M +$840K +16,725 +28%
WIC
27
Woodmont Investment Counsel
Tennessee
$3.78M +$3.78M +75,300 New
MFS
28
MSI Financial Services
Massachusetts
$3.55M -$557K -11,090 -14%
BlackRock
29
BlackRock
New York
$3.51M – – –
HCM
30
Hollencrest Capital Management
California
$3.51M – – –
WF
31
WealthTrust Fairport
Ohio
$3.23M +$1.27M +25,205 +65%
DC
32
Davenport & Co
Virginia
$2.85M -$394K -7,860 -12%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.84M +$2.84M +56,579 New
RJA
34
Raymond James & Associates
Florida
$2.7M +$101K +2,003 +4%
FWSM
35
First Wilshire Securities Management
California
$2.43M +$615K +12,250 +34%
SCA
36
Snowden Capital Advisors
New York
$2.21M +$88K +1,754 +4%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$1.98M -$1.39M -27,596 -41%
RBC
38
Ronald Blue & Co
Georgia
$1.73M +$887K +17,670 +105%
HJA
39
Hugh Johnson Advisors
New York
$1.48M +$1.48M +29,424 New
CFA
40
Camarda Financial Advisors
Florida
$1.41M +$1.15M +22,886 +441%
PAG
41
Private Advisor Group
New Jersey
$1.4M -$728K -14,508 -34%
SWP
42
Stratos Wealth Partners
Ohio
$1.2M +$1.2M +23,880 New
FA
43
FDx Advisors
Illinois
$1.18M +$886K +17,646 +306%
AP
44
Advisors Preferred
Maryland
$1.15M +$413K +8,230 +56%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$1.04M +$247K +4,915 +31%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.02M -$60K -1,195 -6%
MIAN
47
Mariner Independent Advisor Network
Kansas
$959K +$104K +2,067 +12%
MNA
48
Manning & Napier Advisors
New York
$902K -$787K – –
IA
49
IFP Advisors
Florida
$897K +$102K +2,030 +13%
HTC
50
Haverford Trust Company
Pennsylvania
$881K -$81.2K -1,618 -8%
1
2
3 4