iShares Short Maturity Bond ETF
NEAR
53 hedge funds and large institutions have $892M invested in iShares Short Maturity Bond ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.
167% more capital invested
Capital invested by funds: $335M → $892M (+$558M)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
6% more funds holding
Funds holding: 50 → 53 (+3)
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.96M |
| 2 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$3.48M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$2.51M |
| 4 |
SCA
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
-$1.23M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $32K | – | – | – |
|
|
BCI
52
Brinker Capital Investments
Berwyn,
Pennsylvania
| $21K | – | – | – |
|
|
VKH
53
Virtu KCG Holdings
New York
| – | -$2.51M | -50,038 | Closed |
|
|
PAM
54
Peak Asset Management
Louisville,
Colorado
| – | -$250K | -4,990 | Closed |
|
|
DADC
55
D.A. Davidson & Co
Great Falls,
Montana
| – | -$115K | -2,304 | Closed |
|
56
Creative Planning
Overland Park,
Kansas
| – | -$25K | -500 | Closed |
|
|
WP
57
WealthPLAN Partners
Omaha,
Nebraska
| – | -$18K | -368 | Closed |
|
NEAR Hedge Fund Activity: Q2 2015 in Review
53 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2015, worth a combined $892M — up 167% from $335M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NEAR positions and 5 closed out — a net gain of 3 holders — while 19 added to existing stakes and 15 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $243M. The largest seller was Bank of America, cutting an estimated $7.96M.
- 53 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2015, up from 50 in Q1 2015.
- Funds reported $892M of iShares Short Maturity Bond ETF stock for Q2 2015, up 167% quarter-over-quarter.
- 8 funds opened new iShares Short Maturity Bond ETF positions in Q2 2015 and 5 closed out, a net change of +3 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q2 2015 was Envestnet Asset Management, an estimated $243M added.
- The largest iShares Short Maturity Bond ETF seller in Q2 2015 was Bank of America, an estimated $7.96M sold.
Based on aggregated 13F filings for Q2 2015.