iShares Short Maturity Bond ETF
NEAR
361 hedge funds and large institutions have $3.33B invested in iShares Short Maturity Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 152 increasing their positions, 134 reducing their positions, and 34 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 134
3% less funds holding
Funds holding: 371 → 361 (-10)
2.95% less ownership
Funds ownership: 64.28% → 61.33% (-3%)
11% less capital invested
Capital invested by funds: $3.73B → $3.33B (-$399M)
15% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 34
22% less funds holding in top 10
Funds holding in top 10: 27 → 21 (-6)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.63M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$42.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.8M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$8.57M |
| 4 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
+$7.29M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$201M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$42M |
| 3 |
Morgan Stanley
New York
|
-$39.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$29.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$25M |
NEAR Hedge Fund Activity: Q3 2020 in Review
361 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2020, worth a combined $3.33B — down 11% from $3.73B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of NEAR and 29 opened new positions — a net loss of 5 holders — while 134 trimmed existing stakes and 152 added.
The largest buyer was Envestnet Asset Management, adding an estimated $42.9M. The largest seller was Jane Street, exiting entirely with an estimated $201M sold.
- 361 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2020, down from 371 in Q2 2020.
- Funds reported $3.33B of iShares Short Maturity Bond ETF stock for Q3 2020, down 11% quarter-over-quarter.
- 29 funds opened new iShares Short Maturity Bond ETF positions in Q3 2020 and 34 closed out, a net change of -5 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $42.9M added.
- The largest iShares Short Maturity Bond ETF seller in Q3 2020 was Jane Street, an estimated $201M sold.
Based on aggregated 13F filings for Q3 2020.