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iShares Short Maturity Bond ETF
NEAR

66 hedge funds and large institutions have $1.96B invested in iShares Short Maturity Bond ETF in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

120% more capital invested

Capital invested by funds: $892M → $1.96B (+$1.07B)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

25% more funds holding

Funds holding: 53 → 66 (+13)

Holders
66
Holders Change
+13
Holders Change %
+24.53%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
19
Increased
20
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$495M
2
UCFA
United Capital Financial Advisors
Texas
+$233M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$229M
4
Bank of America
Bank of America
North Carolina
+$47.7M
5
NYLIM
New York Life Investment Management
New York
+$26.3M

Top Sellers

1
LPL Financial
LPL Financial
California
-$20M
2
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
-$3.43M
3
SEI Investments
SEI Investments
Pennsylvania
-$2.89M
4
Jane Street
Jane Street
New York
-$1.5M
5
PAG
Private Advisor Group
New Jersey
-$950K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
51
Aspen Investment Management
Michigan
$316K – – –
HighTower Advisors
52
HighTower Advisors
Illinois
$288K -$194K -3,875 -40%
AIG
53
American International Group
New York
$283K +$175K +3,485 +161%
CAN
54
Cetera Advisor Networks
California
$282K -$43.1K -860 -13%
KA
55
Klingman & Associates
New York
$249K – – –
NPF
56
Norris Perne & French
Michigan
$225K – – –
ASN
57
Advisory Services Network
Georgia
$163K -$3.31K -66 -2%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$86K – – –
CFS
59
Commonwealth Financial Services
West Virginia
$78K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$59K +$58.8K +1,175 New
TCM
61
TD Capital Management
Tennessee
$49K -$842K -16,809 -94%
Creative Planning
62
Creative Planning
Kansas
$25K +$25K +500 New
BCI
63
Brinker Capital Investments
Pennsylvania
$21K – – –
US Bancorp
64
US Bancorp
Minnesota
$15K -$17.4K -348 -54%
RIA
65
Regal Investment Advisors
Michigan
$1K +$1.75K +35 New
Jane Street
66
Jane Street
New York
– -$1.5M -29,836 Closed
RA
67
RFG Advisory
Alabama
– -$425K -8,480 Closed
DIA
68
Dana Investment Advisors
Wisconsin
– -$258K -5,147 Closed
CMO
69
Covenant Multifamily Offices
Texas
– -$203K -4,043 Closed
CB
70
Community Bank
New York
– -$108K -2,150 Closed
1 2
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NEAR Hedge Fund Activity: Q3 2015 in Review

66 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2015, worth a combined $1.96B — up 120% from $892M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NEAR positions and 5 closed out — a net gain of 14 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $495M. The largest seller was LPL Financial, cutting an estimated $20M.

  • 66 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2015, up from 53 in Q2 2015.
  • Funds reported $1.96B of iShares Short Maturity Bond ETF stock for Q3 2015, up 120% quarter-over-quarter.
  • 19 funds opened new iShares Short Maturity Bond ETF positions in Q3 2015 and 5 closed out, a net change of +14 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2015 was PNC Financial Services Group, an estimated $495M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2015 was LPL Financial, an estimated $20M sold.

Based on aggregated 13F filings for Q3 2015.