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iShares Short Maturity Bond ETF
NEAR

190 hedge funds and large institutions have $2.29B invested in iShares Short Maturity Bond ETF in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 33

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

32% more capital invested

Capital invested by funds: $1.75B → $2.29B (+$550M)

8% more funds holding

Funds holding: 176 → 190 (+14)

5.67% more ownership

Funds ownership: 60.56% → 66.23% (+5.7%)

Holders
190
Holders Change
+14
Holders Change %
+7.95%
% of All Funds
4.35%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.37%
New
38
Increased
90
Reduced
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$159M
2
3AM
3EDGE Asset Management
Florida
+$132M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79.1M
4
Morgan Stanley
Morgan Stanley
New York
+$64M
5
Bank of America
Bank of America
North Carolina
+$44.3M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$35.7M
2
MML Investors Services
MML Investors Services
Massachusetts
-$22.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.6M
4
DF
Donoghue Forlines
Massachusetts
-$18.4M
5
MP
Manifold Partners
California
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$13.6M -$22.9M -455,759 -63%
RBC
27
Roble Belko & Company
Pennsylvania
$11.8M +$347K +6,910 +3%
BFG
28
Beacon Financial Group
Texas
$10.4M +$1.95M +38,964 +23%
ONB
29
Old National Bancorp
Indiana
$10M – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$7.9M +$3.26M +64,926 +70%
AFP
31
Ausdal Financial Partners
Iowa
$7.45M +$4.82M +96,106 +183%
MBT
32
Montecito Bank & Trust
California
$7.37M +$7.37M +146,984 New
HWA
33
Heritage Wealth Advisors
Virginia
$7.24M +$7.23M +144,200 New
JP Morgan Chase
34
JP Morgan Chase
New York
$6.83M +$1.41M +28,128 +26%
WIC
35
Woodmont Investment Counsel
Tennessee
$6.53M -$576K -11,485 -8%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$6.26M +$2.14M +42,653 +52%
Principal Financial Group
37
Principal Financial Group
Iowa
$6.24M – – –
DF
38
Donoghue Forlines
Massachusetts
$5.67M -$18.4M -367,670 -76%
CF
39
CNA Financial
Illinois
$5.02M – – –
BTS
40
BB&T Securities
Virginia
$5M +$1.77M +35,193 +55%
SP
41
Sarasin & Partners
United Kingdom
$5M – – –
Baird Financial Group
42
Baird Financial Group
Wisconsin
$4.78M +$1.03M +20,472 +27%
UIA
43
UBP Investment Advisors
Switzerland
$4.03M +$854K +17,031 +27%
FF
44
Friedenthal Financial
New Jersey
$3.9M +$3.01K +60 +0.1%
GFPC
45
Global Financial Private Capital
Florida
$3.9M +$853K +17,011 +28%
Stifel Financial
46
Stifel Financial
Missouri
$3.89M -$480K -9,577 -11%
RJA
47
Raymond James & Associates
Florida
$3.89M +$2.16M +43,138 +125%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$3.79M +$590K +11,769 +18%
NA
49
NewEdge Advisors
Louisiana
$3.62M +$1.61M +32,147 +80%
LFAS
50
Level Four Advisory Services
Texas
$3.52M +$100K +2,003 +3%
1
2
3 4 5

NEAR Hedge Fund Activity: Q1 2018 in Review

190 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2018, worth a combined $2.29B — up 32% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new NEAR positions and 22 closed out — a net gain of 16 holders — while 90 added to existing stakes and 33 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $35.7M.

  • 190 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2018, up from 176 in Q4 2017.
  • Funds reported $2.29B of iShares Short Maturity Bond ETF stock for Q1 2018, up 32% quarter-over-quarter.
  • 38 funds opened new iShares Short Maturity Bond ETF positions in Q1 2018 and 22 closed out, a net change of +16 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2018 was United Capital Financial Advisors, an estimated $159M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2018 was Goldman Sachs, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2018.