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iShares Short Maturity Bond ETF

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

2.95% more ownership

Funds ownership: 55.44%58.39% (+2.9%)

1% more funds holding

Funds holding: 360365 (+5)

5% more capital invested

Capital invested by funds: $2.67B → $2.8B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 130

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Klingman & Associates
New York
$16.3M -$521K -10,419 -3%
WTB
27
Washington Trust Bank
Washington
$15.3M +$15.3M +305,520 New
PA
28
Pinnacle Associates
New York
$14.4M +$1.32M +26,405 +10%
MBT
29
Montecito Bank & Trust
California
$13.9M +$1.75M +35,077 +14%
SHGA
30
Sand Hill Global Advisors
California
$13.6M -$2.06M -41,245 -13%
RJA
31
Raymond James & Associates
Florida
$13.6M +$3.64M +72,830 +37%
Betterment LLC
32
Betterment LLC
New York
$12.6M -$2.96M -59,181 -19%
CI
33
Conning Inc
Connecticut
$12.1M -$250K -5,000 -2%
BCM
34
Brookstone Capital Management
Illinois
$12.1M +$1.56M +31,270 +15%
APA
35
American Portfolios Advisors
New York
$12M +$853K +17,059 +8%
MHR
36
Matthew Hamilton Rosenberg
$11.7M -$1.27M -25,418 -10%
UIA
37
UBP Investment Advisors
Switzerland
$11.2M -$1.52M -30,369 -12%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$11.1M +$190K +3,807 +2%
KFAA
39
Klaas Financial Asset Advisors
Illinois
$10.6M +$559K +11,169 +6%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$10.5M -$1.86M -37,245 -15%
KL
41
KWMG LLC
Kansas
$10.3M +$287K +5,748 +3%
ST
42
Smithfield Trust
Pennsylvania
$10.1M -$143K -2,862 -1%
MCAI
43
Members Capital Advisors Inc
Wisconsin
$9.98M +$10M +199,860 New
ST
44
Spinnaker Trust
Maine
$9.81M +$1.95M +39,072 +25%
NGA
45
Naples Global Advisors
Florida
$9.7M -$1.98M -39,535 -17%
CAN
46
Cetera Advisor Networks
California
$9.39M +$1.52M +30,319 +19%
FLA
47
Financial Life Advisors
Texas
$9.37M +$361K +7,225 +4%
DP
48
Denver PWM
Colorado
$9.24M +$155K +3,094 +2%
AWM
49
Axxcess Wealth Management
California
$9.17M +$9.18M +183,518 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$8.87M -$845K -16,892 -9%

NEAR Hedge Fund Activity: Q4 2021 in Review

365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2021, worth a combined $2.8B — up 5% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NEAR positions and 47 closed out — a net gain of 10 holders — while 115 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Bank of America, cutting an estimated $42.5M.

  • 365 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2021, up from 360 in Q3 2021.
  • Funds reported $2.8B of iShares Short Maturity Bond ETF stock for Q4 2021, up 5% quarter-over-quarter.
  • 57 funds opened new iShares Short Maturity Bond ETF positions in Q4 2021 and 47 closed out, a net change of +10 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q4 2021 was BlackRock, an estimated $101M added.
  • The largest iShares Short Maturity Bond ETF seller in Q4 2021 was Bank of America, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2021.