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iShares Short Maturity Bond ETF
NEAR

102 hedge funds and large institutions have $1.83B invested in iShares Short Maturity Bond ETF in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

82.24% more ownership

Funds ownership: 0% → 82.24% (+82%)

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

15% more funds holding

Funds holding: 89 → 102 (+13)

10% more capital invested

Capital invested by funds: $1.65B → $1.83B (+$170M)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
2.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
27
Increased
38
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$39.7M
2
UCFA
United Capital Financial Advisors
Texas
+$33.4M
3
BIM
BlackRock Investment Management
Delaware
+$18.8M
4
UBS Group
UBS Group
Switzerland
+$16.7M
5
Morgan Stanley
Morgan Stanley
New York
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
-$22.6M
2
Bank of America
Bank of America
North Carolina
-$15.4M
3
Jane Street
Jane Street
New York
-$11.1M
4
Wells Fargo
Wells Fargo
California
-$7.56M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
26
TD Capital Management
Tennessee
$5.22M +$5.22M +104,070 New
EAM
27
Edge Asset Management
Washington
$5.02M +$5.02M +100,000 New
KA
28
Klingman & Associates
New York
$4.79M +$512K +10,213 +12%
AG
29
Advisor Group
Arizona
$4.74M +$932K +18,570 +24%
BlackRock
30
BlackRock
New York
$4.52M +$1M +20,000 +29%
WIC
31
Woodmont Investment Counsel
Tennessee
$4.36M +$584K +11,650 +15%
FF
32
Friedenthal Financial
New Jersey
$4.36M +$4.36M +86,933 New
MM
33
Main Management
California
$3.66M +$3.66M +72,987 New
HCM
34
Hollencrest Capital Management
California
$3.51M – – –
Baird Financial Group
35
Baird Financial Group
Wisconsin
$3.17M +$1.19M +23,816 +61%
DC
36
Davenport & Co
Virginia
$3.12M +$273K +5,445 +10%
PAG
37
Private Advisor Group
New Jersey
$3.12M +$1.72M +34,367 +123%
HJA
38
Hugh Johnson Advisors
New York
$2.43M +$952K +18,976 +64%
WF
39
WealthTrust Fairport
Ohio
$2.34M -$888K -17,690 -28%
LFAS
40
Level Four Advisory Services
Texas
$2.33M +$2.33M +46,442 New
SCA
41
Snowden Capital Advisors
New York
$2.26M +$53.5K +1,067 +2%
LSV Asset Management
42
LSV Asset Management
Illinois
$2.26M +$2.26M +45,000 New
FWSM
43
First Wilshire Securities Management
California
$1.95M -$477K -9,500 -20%
Citadel Advisors
44
Citadel Advisors
Florida
$1.88M +$1.88M +37,472 New
Neuberger Berman Group
45
Neuberger Berman Group
New York
$1.79M +$742K +14,790 +71%
RBC
46
Ronald Blue & Co
Georgia
$1.73M -$702 -14 -0%
ST
47
Spinnaker Trust
Maine
$1.7M +$1.69M +33,782 New
FA
48
FDx Advisors
Illinois
$1.55M +$373K +7,433 +32%
RJA
49
Raymond James & Associates
Florida
$1.52M -$1.18M -23,456 -44%
BWA
50
Burt Wealth Advisors
Maryland
$1.39M +$1.3M +26,000 +1,625%
1
2
3 4 5

NEAR Hedge Fund Activity: Q4 2016 in Review

102 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2016, worth a combined $1.83B — up 10% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NEAR positions and 12 closed out — a net gain of 15 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $39.7M. The largest seller was BlackRock Advisors, cutting an estimated $22.6M.

  • 102 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2016, up from 89 in Q3 2016.
  • Funds reported $1.83B of iShares Short Maturity Bond ETF stock for Q4 2016, up 10% quarter-over-quarter.
  • 27 funds opened new iShares Short Maturity Bond ETF positions in Q4 2016 and 12 closed out, a net change of +15 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2016 was Envestnet Asset Management, an estimated $39.7M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2016 was BlackRock Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2016.