NEAR icon

iShares Short Maturity Bond ETF
NEAR

Overview Fund Activity

365 hedge funds and large institutions have $2.71B invested in iShares Short Maturity Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 150 reducing their positions, and 34 closing their positions.

Holders
365
Holders Change
-9
Holders Change %
-2.41%
% of All Funds
6.37%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
29
Increased
121
Reduced
150
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$316M
2
Morgan Stanley
2
Morgan Stanley
New York
$267M
3
SLF
3
Sun Life Financial
Ontario, Canada
$83M
4
OMC
4
Old Mission Capital
Illinois
$20.4M
5
FTUS
5
Flow Traders U.S.
New York
$20.3M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$21.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$0
3
CCM
3
Crabel Capital Management
California
$3.48M
4
RJA
4
Raymond James & Associates
Florida
$10.5M
5
EG
5
Enstar Group
Bermuda
$71.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SHGA
26
Sand Hill Global Advisors
California
$15.8M 314,856 -24,996 -7%
Citadel Advisors
27
Citadel Advisors
Florida
$14.9M 296,316 +11,872 +4%
CT
28
Columbia Trust
Oregon
$13.3M 264,569 +604 +0.2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$12.5M 249,920 +169,608 +211%
UIA
30
UBP Investment Advisors
Switzerland
$12.3M 244,468 -660 -0.3%
BI
31
Bramshill Investments
Florida
$12.1M 241,821 +172,608 +249%
PA
32
Pinnacle Associates
New York
$11.9M 236,406 +30,773 +15%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$11.7M 233,291 -34,641 -13%
MBT
34
Montecito Bank & Trust
California
$11.4M 227,323 +9,561 +4%
MPW
35
MA Private Wealth
California
$10.9M 217,431 -15,325 -7%
Stifel Financial
36
Stifel Financial
Missouri
$10.8M 215,786 +98,925 +85%
ST
37
Smithfield Trust
Pennsylvania
$10.8M 215,125 -38,278 -15%
APA
38
American Portfolios Advisors
New York
$10.6M 211,475 +57,562 +37%
RJA
39
Raymond James & Associates
Florida
$10.5M 209,676 -369,021 -64%
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$10.3M 205,100 -29,500 -13%
MWM
41
Mattern Wealth Management
Kansas
$10.2M 203,019 +82,100 +68%
RBC
42
Roble Belko & Company
Pennsylvania
$10.1M 201,097 +975 +0.5%
Jane Street
43
Jane Street
New York
$10.1M 200,893 +200,893 New
KL
44
KWMG LLC
Kansas
$9.92M 197,738 +4,386 +2%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$9.68M 192,908 +8,878 +5%
EH
46
Equitable Holdings
New York
$9.61M 191,521 -20,386 -10%
CM
47
Cornerstone Management
Georgia
$9.23M 184,006 – –
MWM
48
Meridian Wealth Management
Kentucky
$8.82M 175,767 +162,751 +1,250%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$8.8M 175,510 -64,511 -27%
FLA
50
Financial Life Advisors
Texas
$8.67M 172,898 +12,386 +8%
1
2
3 4 5