iShares Short Maturity Bond ETF
NEAR
221 hedge funds and large institutions have $3.31B invested in iShares Short Maturity Bond ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 41 reducing their positions, and 20 closing their positions.
195% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 41
75% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 20
47% more funds holding in top 10
Funds holding in top 10: 17 → 25 (+8)
13% more capital invested
Capital invested by funds: $2.92B → $3.31B (+$394M)
7% more funds holding
Funds holding: 206 → 221 (+15)
3.85% less ownership
Funds ownership: 76.59% → 72.74% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$87.5M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$65.9M |
| 3 |
Morgan Stanley
New York
|
+$60M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$49.9M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$42.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$273M |
| 2 |
TTSTC
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
-$49.7M |
| 3 |
GIA
GHP Investment Advisors
Denver,
Colorado
|
-$7.36M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.24M |
| 5 |
MBT
Montecito Bank & Trust
Santa Barbara,
California
|
-$3.71M |
NEAR Hedge Fund Activity: Q3 2018 in Review
221 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2018, worth a combined $3.31B — up 13% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new NEAR positions and 20 closed out — a net gain of 15 holders — while 121 added to existing stakes and 41 trimmed.
The largest buyer was LPL Financial, adding an estimated $87.5M. The largest seller was United Capital Financial Advisors, cutting an estimated $273M.
- 221 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2018, up from 206 in Q2 2018.
- Funds reported $3.31B of iShares Short Maturity Bond ETF stock for Q3 2018, up 13% quarter-over-quarter.
- 35 funds opened new iShares Short Maturity Bond ETF positions in Q3 2018 and 20 closed out, a net change of +15 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q3 2018 was LPL Financial, an estimated $87.5M added.
- The largest iShares Short Maturity Bond ETF seller in Q3 2018 was United Capital Financial Advisors, an estimated $273M sold.
Based on aggregated 13F filings for Q3 2018.