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iShares Short Maturity Bond ETF
NEAR

137 hedge funds and large institutions have $1.78B invested in iShares Short Maturity Bond ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

45% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 40

12% more capital invested

Capital invested by funds: $1.59B → $1.78B (+$191M)

5% more funds holding

Funds holding: 131 → 137 (+6)

0.42% more ownership

Funds ownership: 62.99% → 63.41% (+0.42%)

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
19
Increased
58
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
+$72M
2
BlackRock
BlackRock
New York
+$51.3M
3
Bank of America
Bank of America
North Carolina
+$46.4M
4
SAS
Sage Advisory Services
Texas
+$22.5M
5
3AM
3EDGE Asset Management
Florida
+$17M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$47.1M
2
UCFA
United Capital Financial Advisors
Texas
-$36.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.2M
4
SI
SII Investments
Wisconsin
-$4.76M
5
UBS Group
UBS Group
Switzerland
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$13.3M +$2.5M +49,809 +23%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$13.3M +$1.05M +20,958 +9%
KA
28
Klingman & Associates
New York
$12.9M +$4.31M +85,733 +50%
BCM
29
Brookstone Capital Management
Illinois
$12.5M +$1.01M +20,154 +9%
AG
30
Advisor Group
Arizona
$11.3M +$1.96M +39,060 +21%
BFG
31
Beacon Financial Group
Texas
$8.1M +$3.89M +77,338 +92%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$6.95M -$102K -2,029 -1%
RBC
33
Roble Belko & Company
Pennsylvania
$6.34M +$6.31M +125,589 +25,269%
WIC
34
Woodmont Investment Counsel
Tennessee
$6.3M -$1.3M -25,850 -17%
JP Morgan Chase
35
JP Morgan Chase
New York
$5.17M +$916K +18,236 +22%
CF
36
CNA Financial
Illinois
$5.03M – – –
SP
37
Sarasin & Partners
United Kingdom
$5.01M – – –
MWM
38
Mascoma Wealth Management
New Hampshire
$4.38M +$4.37M +86,995 New
HJA
39
Hugh Johnson Advisors
New York
$4.03M -$707K -14,065 -15%
FF
40
Friedenthal Financial
New Jersey
$3.98M -$91.6K -1,823 -2%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$3.94M +$3.94M +78,362 New
SCA
42
Snowden Capital Advisors
New York
$3.93M -$127K -2,533 -3%
MCM
43
Makena Capital Management
California
$3.67M +$3.67M +72,991 New
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$3.51M +$3.51M +69,817 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$3.31M +$303K +6,038 +10%
RJA
46
Raymond James & Associates
Florida
$3.05M -$55.1K -1,096 -2%
Stifel Financial
47
Stifel Financial
Missouri
$2.94M -$227K -4,521 -7%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$2.78M +$2.73M +54,311 +5,711%
DC
49
Davenport & Co
Virginia
$2.72M -$199K -3,960 -7%
LFAS
50
Level Four Advisory Services
Texas
$2.72M +$9.9K +197 +0.4%
1
2
3 4 5

NEAR Hedge Fund Activity: Q3 2017 in Review

137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2017, worth a combined $1.78B — up 12% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NEAR positions and 11 closed out — a net gain of 8 holders — while 58 added to existing stakes and 40 trimmed.

The largest buyer was FDx Advisors, adding an estimated $72M. The largest seller was Wells Fargo, cutting an estimated $47.1M.

  • 137 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2017, up from 131 in Q2 2017.
  • Funds reported $1.78B of iShares Short Maturity Bond ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 19 funds opened new iShares Short Maturity Bond ETF positions in Q3 2017 and 11 closed out, a net change of +8 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2017 was FDx Advisors, an estimated $72M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2017 was Wells Fargo, an estimated $47.1M sold.

Based on aggregated 13F filings for Q3 2017.