We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF
NEAR

176 hedge funds and large institutions have $1.75B invested in iShares Short Maturity Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 12

86% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 37

28% more funds holding

Funds holding: 137 → 176 (+39)

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

2% less capital invested

Capital invested by funds: $1.78B → $1.75B (-$33.3M)

2.86% less ownership

Funds ownership: 63.41% → 60.56% (-2.9%)

Holders
176
Holders Change
+39
Holders Change %
+28.47%
% of All Funds
3.99%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
51
Increased
69
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$81M
2
Goldman Sachs
Goldman Sachs
New York
+$35.7M
3
DF
Donoghue Forlines
Massachusetts
+$24.1M
4
3AM
3EDGE Asset Management
Florida
+$21M
5
MP
Manifold Partners
California
+$11.4M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$90M
2
FA
FDx Advisors
Illinois
-$71.9M
3
UCFA
United Capital Financial Advisors
Texas
-$65.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.1M
5
BI
Bramshill Investments
Florida
-$25.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$14.2M +$3.03M +60,363 +27%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$14.2M +$948K +18,875 +7%
SEI Investments
28
SEI Investments
Pennsylvania
$12.6M -$702K -13,980 -5%
RBC
29
Roble Belko & Company
Pennsylvania
$11.4M +$5.09M +101,457 +80%
MP
30
Manifold Partners
California
$11.4M +$11.4M +227,271 New
ONB
31
Old National Bancorp
Indiana
$9.99M +$10M +199,362 New
Jane Street
32
Jane Street
New York
$9.4M -$5.66M -112,685 -38%
BFG
33
Beacon Financial Group
Texas
$8.4M +$331K +6,591 +4%
WIC
34
Woodmont Investment Counsel
Tennessee
$7.1M +$821K +16,351 +13%
Principal Financial Group
35
Principal Financial Group
Iowa
$6.24M +$6.25M +124,396 New
Neuberger Berman Group
36
Neuberger Berman Group
New York
$6.2M -$724K -14,423 -10%
JP Morgan Chase
37
JP Morgan Chase
New York
$5.42M +$258K +5,136 +5%
CF
38
CNA Financial
Illinois
$5.01M – – –
SP
39
Sarasin & Partners
United Kingdom
$4.99M – – –
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$4.64M +$2.05M +40,890 +79%
Stifel Financial
41
Stifel Financial
Missouri
$4.37M +$1.45M +28,822 +49%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$4.11M +$615K +12,243 +18%
FF
43
Friedenthal Financial
New Jersey
$3.89M -$72.5K -1,443 -2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$3.75M +$448K +8,926 +14%
SCA
45
Snowden Capital Advisors
New York
$3.54M -$376K -7,482 -10%
IA
46
IFG Advisory
Georgia
$3.48M +$2.35M +46,763 New
LFAS
47
Level Four Advisory Services
Texas
$3.41M +$706K +14,062 +26%
KFGK
48
Keystone Financial Group (Kentucky)
Kentucky
$3.31M +$3.34M +66,619 New
BTS
49
BB&T Securities
Virginia
$3.23M +$1.54M +30,574 +90%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$3.2M +$432K +8,606 +16%
1
2
3 4 5

NEAR Hedge Fund Activity: Q4 2017 in Review

176 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2017, worth a combined $1.75B — down 1.9% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NEAR positions and 12 closed out — a net gain of 39 holders — while 69 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $81M. The largest seller was AllianceBernstein, exiting entirely with an estimated $90M sold.

  • 176 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2017, up from 137 in Q3 2017.
  • Funds reported $1.75B of iShares Short Maturity Bond ETF stock for Q4 2017, down 1.9% quarter-over-quarter.
  • 51 funds opened new iShares Short Maturity Bond ETF positions in Q4 2017 and 12 closed out, a net change of +39 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2017 was Bank of America, an estimated $81M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2017 was AllianceBernstein, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2017.