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iShares Short Maturity Bond ETF
NEAR

121 hedge funds and large institutions have $1.68B invested in iShares Short Maturity Bond ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

57% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 28

19% more funds holding

Funds holding: 102 → 121 (+19)

8% less capital invested

Capital invested by funds: $1.83B → $1.68B (-$144M)

9.37% less ownership

Funds ownership: 82.24% → 72.86% (-9.4%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
32
Increased
44
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$142M
2
MML Investors Services
MML Investors Services
Massachusetts
+$28.3M
3
Wells Fargo
Wells Fargo
California
+$10.4M
4
ST
Spinnaker Trust
Maine
+$9.44M
5
Morgan Stanley
Morgan Stanley
New York
+$8.94M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$81.4M
2
UCFA
United Capital Financial Advisors
Texas
-$54.7M
3
3AM
3EDGE Asset Management
Florida
-$39.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$38.4M
5
SEI Investments
SEI Investments
Pennsylvania
-$5.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$7.62M +$5.83M +116,084 +326%
AG
27
Advisor Group
Arizona
$7.09M +$2.34M +46,618 +49%
JP Morgan Chase
28
JP Morgan Chase
New York
$6.32M +$5.6M +111,550 +789%
KA
29
Klingman & Associates
New York
$5.54M +$734K +14,627 +15%
CF
30
CNA Financial
Illinois
$5.03M +$5.02M +100,000 New
SP
31
Sarasin & Partners
United Kingdom
$5.01M +$5M +99,650 New
WIC
32
Woodmont Investment Counsel
Tennessee
$4.36M – – –
FF
33
Friedenthal Financial
New Jersey
$4.21M -$161K -3,202 -4%
HJA
34
Hugh Johnson Advisors
New York
$4.21M +$1.77M +35,276 +73%
BTS
35
BB&T Securities
Virginia
$3.65M +$3.64M +72,582 New
PAG
36
Private Advisor Group
New Jersey
$3.54M +$416K +8,294 +13%
HCM
37
Hollencrest Capital Management
California
$3.51M – – –
DC
38
Davenport & Co
Virginia
$3.12M – – –
Baird Financial Group
39
Baird Financial Group
Wisconsin
$3.1M -$79.1K -1,576 -2%
EAM
40
Edge Asset Management
Washington
$3.02M -$2M -39,933 -40%
Stifel Financial
41
Stifel Financial
Missouri
$2.73M +$1.97M +39,202 +260%
LFAS
42
Level Four Advisory Services
Texas
$2.7M +$372K +7,418 +16%
RBC
43
Ronald Blue & Co
Georgia
$2.64M +$908K +18,086 +52%
TNB
44
Thomasville National Bank
Georgia
$2.38M +$2.37M +47,300 New
SCA
45
Snowden Capital Advisors
New York
$2.23M -$39.5K -787 -2%
WF
46
WealthTrust Fairport
Ohio
$2.15M -$186K -3,710 -8%
FWSM
47
First Wilshire Securities Management
California
$2.15M +$201K +4,000 +10%
FA
48
FDx Advisors
Illinois
$1.58M +$28.6K +570 +2%
RJA
49
Raymond James & Associates
Florida
$1.46M -$59.4K -1,183 -4%
BWA
50
Burt Wealth Advisors
Maryland
$1.39M – – –
1
2
3 4 5

NEAR Hedge Fund Activity: Q1 2017 in Review

121 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2017, worth a combined $1.68B — down 7.9% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEAR positions and 10 closed out — a net gain of 22 holders — while 44 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $142M. The largest seller was EP Wealth Advisors, cutting an estimated $81.4M.

  • 121 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2017, up from 102 in Q4 2016.
  • Funds reported $1.68B of iShares Short Maturity Bond ETF stock for Q1 2017, down 7.9% quarter-over-quarter.
  • 32 funds opened new iShares Short Maturity Bond ETF positions in Q1 2017 and 10 closed out, a net change of +22 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2017 was BlackRock, an estimated $142M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2017 was EP Wealth Advisors, an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2017.