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iShares Short Maturity Bond ETF
NEAR

121 hedge funds and large institutions have $1.68B invested in iShares Short Maturity Bond ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

57% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 28

19% more funds holding

Funds holding: 102 → 121 (+19)

8% less capital invested

Capital invested by funds: $1.83B → $1.68B (-$144M)

9.37% less ownership

Funds ownership: 82.24% → 72.86% (-9.4%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
32
Increased
44
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$142M
2
MML Investors Services
MML Investors Services
Massachusetts
+$28.3M
3
Wells Fargo
Wells Fargo
California
+$10.4M
4
ST
Spinnaker Trust
Maine
+$9.44M
5
Morgan Stanley
Morgan Stanley
New York
+$8.94M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$81.4M
2
UCFA
United Capital Financial Advisors
Texas
-$54.7M
3
3AM
3EDGE Asset Management
Florida
-$39.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$38.4M
5
SEI Investments
SEI Investments
Pennsylvania
-$5.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$1.38M +$2.36K +47 +0.2%
Goldman Sachs
52
Goldman Sachs
New York
$1.29M +$1.29M +25,757 New
OC
53
Oppenheimer & Co
New York
$1.26M +$297K +5,908 +31%
RFC
54
Regions Financial Corp
Alabama
$1.26M +$1.25M +25,000 New
AI
55
Atria Investments
North Carolina
$1.25M +$16.1K +320 +1%
VWM
56
Venturi Wealth Management
Texas
$1.25M +$1.25M +24,841 New
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.23M +$367K +7,319 +43%
Bessemer Group
58
Bessemer Group
New Jersey
$1.21M +$1.2M +24,000 New
CA
59
Cetera Advisors
Colorado
$1.19M +$1.18M +23,592 New
WAM
60
Watermark Asset Management
California
$1.04M +$1.04M +20,779 New
IA
61
IFP Advisors
Florida
$1.02M -$215K -4,288 -17%
CAN
62
Cetera Advisor Networks
California
$1.01M +$272K +5,422 +37%
CAL
63
Capital Advisors Ltd
Ohio
$969K +$393K +7,820 +68%
GFPC
64
Global Financial Private Capital
Florida
$941K +$940K +18,722 New
Citadel Advisors
65
Citadel Advisors
Florida
$905K -$977K -19,463 -52%
UWPG
66
Ullmann Wealth Partners Group
Florida
$896K +$75.3K +1,500 +9%
EWA
67
EP Wealth Advisors
California
$871K -$81.4M -1,621,804 -99%
VC
68
Vicus Capital
Pennsylvania
$782K +$781K +15,565 New
VKH
69
Virtu KCG Holdings
New York
$718K +$717K +14,285 New
ICOA
70
Investment Centers of America
North Dakota
$692K +$474K +9,449 +216%
CWM
71
Cornerstone Wealth Management
Missouri
$679K +$681K +13,576 New
FAAS
72
First Allied Advisory Services
California
$660K -$48.3K -963 -7%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$630K +$223K +4,447 +55%
SI
74
SII Investments
Wisconsin
$616K +$390K +7,762 +181%
HTC
75
Haverford Trust Company
Pennsylvania
$582K -$100K -1,995 -15%
1 2
3
4 5

NEAR Hedge Fund Activity: Q1 2017 in Review

121 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2017, worth a combined $1.68B — down 7.9% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEAR positions and 10 closed out — a net gain of 22 holders — while 44 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $142M. The largest seller was EP Wealth Advisors, cutting an estimated $81.4M.

  • 121 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2017, up from 102 in Q4 2016.
  • Funds reported $1.68B of iShares Short Maturity Bond ETF stock for Q1 2017, down 7.9% quarter-over-quarter.
  • 32 funds opened new iShares Short Maturity Bond ETF positions in Q1 2017 and 10 closed out, a net change of +22 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2017 was BlackRock, an estimated $142M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2017 was EP Wealth Advisors, an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2017.