iShares Short Maturity Bond ETF
NEAR
102 hedge funds and large institutions have $1.83B invested in iShares Short Maturity Bond ETF in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 12 closing their positions.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
82.24% more ownership
Funds ownership: 0% → 82.24% (+82%)
31% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 29
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
15% more funds holding
Funds holding: 89 → 102 (+13)
10% more capital invested
Capital invested by funds: $1.65B → $1.83B (+$170M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$39.7M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$33.4M |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$18.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16.7M |
| 5 |
Morgan Stanley
New York
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$22.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$15.4M |
| 3 |
Jane Street
New York
|
-$11.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.56M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.89M |
NEAR Hedge Fund Activity: Q4 2016 in Review
102 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q4 2016, worth a combined $1.83B — up 10% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new NEAR positions and 12 closed out — a net gain of 15 holders — while 38 added to existing stakes and 29 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $39.7M. The largest seller was BlackRock Advisors, cutting an estimated $22.6M.
- 102 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q4 2016, up from 89 in Q3 2016.
- Funds reported $1.83B of iShares Short Maturity Bond ETF stock for Q4 2016, up 10% quarter-over-quarter.
- 27 funds opened new iShares Short Maturity Bond ETF positions in Q4 2016 and 12 closed out, a net change of +15 holders.
- The largest iShares Short Maturity Bond ETF buyer in Q4 2016 was Envestnet Asset Management, an estimated $39.7M added.
- The largest iShares Short Maturity Bond ETF seller in Q4 2016 was BlackRock Advisors, an estimated $22.6M sold.
Based on aggregated 13F filings for Q4 2016.