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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$22.4M -$2.24M -45,358 -9%
EH
27
Equitable Holdings
New York
$19M +$16.1M +325,358 +604%
SEI Investments
28
SEI Investments
Pennsylvania
$18.8M +$337K +6,818 +2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$17.8M +$815K +16,491 +5%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$17.5M -$1.49M -30,100 -8%
KA
31
Klingman & Associates
New York
$15.5M -$337K -6,819 -2%
SCA
32
STALEY CAPITAL ADVISERS
Pennsylvania
$15.4M +$168K +3,400 +1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$14.6M -$1.57M -31,756 -10%
MGIA
34
Matthew Goff Investment Advisor
Texas
$13.7M -$227K -4,597 -2%
RJA
35
Raymond James & Associates
Florida
$13.3M -$3.35M -67,683 -20%
SW
36
SteelPeak Wealth
California
$13.2M +$3.46M +69,967 +36%
MCIA
37
Mountain Capital Investment Advisors
Colorado
$13.2M +$782K +15,809 +6%
DF
38
Donoghue Forlines
Massachusetts
$13.1M -$15.1M -305,115 -54%
MPW
39
MA Private Wealth
California
$12.4M -$235K -4,758 -2%
SHGA
40
Sand Hill Global Advisors
California
$12.1M +$2.04M +41,326 +21%
BCM
41
Brookstone Capital Management
Illinois
$11.8M -$395K -7,997 -3%
WP
42
WealthSource Partners
California
$11.6M -$8.57M -173,316 -43%
BI
43
Bramshill Investments
Florida
$11.5M -$2.79M -56,416 -20%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$11.2M -$5.28M -106,899 -32%
WC
45
Whitney & Co
New York
$10.9M -$5.55M -112,224 -34%
BCMO
46
Buckingham Capital Management (Ohio)
Ohio
$10.4M -$4.23M -85,478 -29%
CAN
47
Cetera Advisor Networks
California
$10.2M -$890K -18,006 -8%
CT
48
Columbia Trust
Oregon
$10.1M +$1.42M +28,765 +17%
UCFA
49
United Capital Financial Advisors
Texas
$9.95M -$1.14M -22,969 -10%
SFA
50
Stewardship Financial Advisors
Georgia
$9.91M +$910K +18,411 +10%

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.