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iShares Short Maturity Bond ETF

352 hedge funds and large institutions have $2.94B invested in iShares Short Maturity Bond ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2.57B → $2.94B (+$374M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

8.31% more ownership

Funds ownership: 54.38%62.69% (+8.3%)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

2% less funds holding

Funds holding: 359352 (-7)

40% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 149

Holders
352
Holders Change
-7
Holders Change %
-1.95%
% of All Funds
5.93%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.44%
New
40
Increased
89
Reduced
149
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICG
26
InterOcean Capital Group
Tennessee
$23.5M +$23.6M +476,875 New
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$17.4M
SCA
28
Stillwater Capital Advisors
Pennsylvania
$16.9M -$392K -7,937 -2%
MBT
29
Montecito Bank & Trust
California
$16.7M -$2.61M -52,845 -13%
SW
30
Signify Wealth
Missouri
$16.3M +$16.3M +330,295 New
MML Investors Services
31
MML Investors Services
Massachusetts
$15.8M +$494K +9,994 +3%
PA
32
Pinnacle Associates
New York
$14.2M -$671K -13,576 -4%
MHR
33
Matthew Hamilton Rosenberg
$14.2M +$3.11M +62,874 +28%
AssetMark Inc
34
AssetMark Inc
California
$13.9M +$6.84M +138,445 +96%
RVPG
35
Relative Value Partners Group
$13.4M -$12M -243,362 -47%
Stifel Financial
36
Stifel Financial
Missouri
$13.4M +$7.08M +143,317 +112%
APA
37
American Portfolios Advisors
New York
$11.5M -$1.04M -21,106 -8%
UIA
38
UBP Investment Advisors
Switzerland
$11.4M +$11.1M +224,231 +3,040%
LBC
39
Lowe Brockenbrough & Co
Virginia
$11.2M -$548K -11,085 -5%
RBC
40
Roble Belko & Company
Pennsylvania
$11.1M -$8.98M -181,680 -45%
KFAA
41
Klaas Financial Asset Advisors
Illinois
$10.9M +$83.7K +1,693 +0.8%
Betterment LLC
42
Betterment LLC
New York
$10.7M -$571K -11,556 -5%
KL
43
KWMG LLC
Kansas
$10.2M -$209K -4,238 -2%
AWA
44
Aaron Wealth Advisors
Illinois
$10.2M +$10.2M +206,800 New
ST
45
Smithfield Trust
Pennsylvania
$9.25M -$239K -4,845 -3%
FLA
46
Financial Life Advisors
Texas
$9.07M -$64.6K -1,307 -0.7%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$8.77M +$535K +10,833 +6%
DP
48
Denver PWM
Colorado
$8.76M -$829K -16,768 -9%
IFS
49
Ifrah Financial Services
Arkansas
$8.69M -$109K -2,203 -1%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$8.33M +$5.14M +104,004 +160%

NEAR Hedge Fund Activity: Q2 2022 in Review

352 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2022, worth a combined $2.94B — up 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEAR positions and 39 closed out — a net gain of 1 holder — while 89 added to existing stakes and 149 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $247M. The largest seller was Enstar Group, exiting entirely with an estimated $45.4M sold.

  • 352 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2022, down from 359 in Q1 2022.
  • Funds reported $2.94B of iShares Short Maturity Bond ETF stock for Q2 2022, up 15% quarter-over-quarter.
  • 40 funds opened new iShares Short Maturity Bond ETF positions in Q2 2022 and 39 closed out, a net change of +1 holder.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2022 was EP Wealth Advisors, an estimated $247M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2022 was Enstar Group, an estimated $45.4M sold.

Based on aggregated 13F filings for Q2 2022.