We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF
NEAR

84 hedge funds and large institutions have $2.71B invested in iShares Short Maturity Bond ETF in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

150% more funds holding in top 10

Funds holding in top 10: 4 → 10 (+6)

24% more funds holding

Funds holding: 68 → 84 (+16)

17% more capital invested

Capital invested by funds: $2.32B → $2.71B (+$386M)

Holders
84
Holders Change
+16
Holders Change %
+23.53%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.27%
New
22
Increased
34
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$84.7M
2
UCFA
United Capital Financial Advisors
Texas
+$77.9M
3
EWA
EP Wealth Advisors
California
+$76M
4
AIM
Astor Investment Management
Illinois
+$29.5M
5
Morgan Stanley
Morgan Stanley
New York
+$25.2M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$29.9M
2
BIM
BlackRock Investment Management
Delaware
-$19.7M
3
LPL Financial
LPL Financial
California
-$4.95M
4
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
-$2.13M
5
HW
Hancock Whitney
Mississippi
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
51
Advisors Preferred
Maryland
$688K +$84K +1,680 +14%
FAAS
52
First Allied Advisory Services
California
$677K +$195K +3,902 +40%
KA
53
Klingman & Associates
New York
$550K – – –
AIG
54
American International Group
New York
$527K +$280K +5,590 +113%
NGA
55
Naples Global Advisors
Florida
$522K – – –
NA
56
Nottingham Advisors
New York
$515K – – –
RJA
57
Raymond James & Associates
Florida
$505K +$504K +10,087 New
CWM
58
Cabot Wealth Management
Massachusetts
$498K -$35K -700 -7%
SS
59
Simplicity Solutions
Minnesota
$469K +$468K +9,362 New
LG
60
LaFleur & Godfrey
Michigan
$461K – – –
ASN
61
Advisory Services Network
Georgia
$448K +$228K +4,563 +104%
CAM
62
Concorde Asset Management
Michigan
$392K +$392K +7,832 New
PFS
63
Prospera Financial Services
Texas
$344K – – –
RJFSA
64
Raymond James Financial Services Advisors
Florida
$324K +$323K +6,463 New
HighTower Advisors
65
HighTower Advisors
Illinois
$320K +$1.8K +36 +0.6%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$318K -$72.3K -1,446 -19%
AIM
67
Aspen Investment Management
Michigan
$315K – – –
RBC
68
Ronald Blue & Co
Georgia
$315K +$314K +6,285 New
AFP
69
Ausdal Financial Partners
Iowa
$250K +$197K +3,934 +372%
CAN
70
Cetera Advisor Networks
California
$237K – – –
NPF
71
Norris Perne & French
Michigan
$225K – – –
CA
72
Cetera Advisors
Colorado
$215K +$214K +4,280 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$86K – – –
BWA
74
Burt Wealth Advisors
Maryland
$80K +$80K +1,600 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75K +$54K +1,080 +257%
1 2
3
4

NEAR Hedge Fund Activity: Q1 2016 in Review

84 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2016, worth a combined $2.71B — up 17% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NEAR positions and 5 closed out — a net gain of 17 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $84.7M. The largest seller was Wells Fargo, cutting an estimated $29.9M.

  • 84 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2016, up from 68 in Q4 2015.
  • Funds reported $2.71B of iShares Short Maturity Bond ETF stock for Q1 2016, up 17% quarter-over-quarter.
  • 22 funds opened new iShares Short Maturity Bond ETF positions in Q1 2016 and 5 closed out, a net change of +17 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2016 was Envestnet Asset Management, an estimated $84.7M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2016 was Wells Fargo, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2016.