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iShares Short Maturity Bond ETF
NEAR

284 hedge funds and large institutions have $4.58B invested in iShares Short Maturity Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 124 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 16

121% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 56

92% more funds holding in top 10

Funds holding in top 10: 25 → 48 (+23)

38% more capital invested

Capital invested by funds: $3.31B → $4.58B (+$1.27B)

29% more funds holding

Funds holding: 221 → 284 (+63)

5.46% more ownership

Funds ownership: 72.74% → 78.2% (+5.5%)

Holders
284
Holders Change
+63
Holders Change %
+28.51%
% of All Funds
6.33%
Holding in Top 10
48
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+92%
% of All Funds
1.07%
New
81
Increased
124
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$294M
2
Bank of America
Bank of America
North Carolina
+$196M
3
Betterment LLC
Betterment LLC
New York
+$73.6M
4
AssetMark Inc
AssetMark Inc
California
+$55.5M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.4M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$39.1M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$30M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
BCM
Brookstone Capital Management
Illinois
-$13.3M
5
CG
CFO4Life Group
Texas
-$9.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
26
Sage Advisory Services
Texas
$29M +$1.02M +20,383 +4%
SAM
27
Securian Asset Management
Minnesota
$27.6M – – –
BTS
28
BB&T Securities
Virginia
$27.5M +$20.4M +407,950 +283%
MM
29
Main Management
California
$26.6M +$1.2M +24,018 +5%
CCA
30
Conservest Capital Advisors
Pennsylvania
$26.6M +$3.84M +76,805 +17%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$26.2M +$2.81M +56,218 +12%
BCMO
32
Buckingham Capital Management (Ohio)
Ohio
$22.4M -$484K -9,675 -2%
MPW
33
MA Private Wealth
California
$19.4M +$19.5M +389,647 New
CFGS
34
Concourse Financial Group Securities
Alabama
$18.8M +$14.5M +289,941 +333%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$18.8M +$4.1M +81,919 +28%
CFG
36
Cooper Financial Group
California
$17.9M +$17.9M +358,273 New
RJA
37
Raymond James & Associates
Florida
$17.8M +$7.71M +154,080 +76%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$17.6M – – –
GIA
39
GHP Investment Advisors
Colorado
$16M -$5.31M -106,260 -25%
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$15.9M -$635K -12,700 -4%
KA
41
Klingman & Associates
New York
$15.3M +$629K +12,582 +4%
SFA
42
Stewardship Financial Advisors
Georgia
$13.6M +$1.6M +31,942 +13%
WC
43
Whitney & Co
New York
$13.3M +$6.64M +132,757 +100%
AI
44
Atria Investments
North Carolina
$13.3M +$1.81M +36,130 +16%
IWS
45
Insight Wealth Strategies
California
$12.9M +$12.9M +258,533 New
SEI Investments
46
SEI Investments
Pennsylvania
$12.8M -$167K -3,345 -1%
BFG
47
Beacon Financial Group
Texas
$12.7M +$945K +18,903 +8%
JFM
48
Jackson Financial Management
California
$11.9M -$441K -8,826 -4%
GWM
49
Geneos Wealth Management
Colorado
$11.8M +$7.22M +144,441 +157%
JP Morgan Chase
50
JP Morgan Chase
New York
$11.8M -$7.52M -150,328 -39%
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NEAR Hedge Fund Activity: Q4 2018 in Review

284 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2018, worth a combined $4.58B — up 38% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new NEAR positions and 16 closed out — a net gain of 65 holders — while 124 added to existing stakes and 56 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $294M. The largest seller was Cornerstone Wealth Management, cutting an estimated $39.1M.

  • 284 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2018, up from 221 in Q3 2018.
  • Funds reported $4.58B of iShares Short Maturity Bond ETF stock for Q4 2018, up 38% quarter-over-quarter.
  • 81 funds opened new iShares Short Maturity Bond ETF positions in Q4 2018 and 16 closed out, a net change of +65 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $294M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2018.