We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF
NEAR

131 hedge funds and large institutions have $1.59B invested in iShares Short Maturity Bond ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

75% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 32

8% more funds holding

Funds holding: 121 → 131 (+10)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6% less capital invested

Capital invested by funds: $1.68B → $1.59B (-$94.1M)

9.87% less ownership

Funds ownership: 72.86% → 62.99% (-9.9%)

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
22
Increased
56
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$16.4M
2
UBS Group
UBS Group
Switzerland
+$11.1M
3
LPL Financial
LPL Financial
California
+$9.4M
4
Morgan Stanley
Morgan Stanley
New York
+$9.29M
5
SI
SII Investments
Wisconsin
+$5.58M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$133M
2
UCFA
United Capital Financial Advisors
Texas
-$45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.2M
4
BlackRock
BlackRock
New York
-$3.61M
5
HCM
Hollencrest Capital Management
California
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
51
FDx Advisors
Illinois
$1.5M -$83.8K -1,669 -5%
WF
52
WealthTrust Fairport
Ohio
$1.37M -$781K -15,548 -36%
Goldman Sachs
53
Goldman Sachs
New York
$1.34M +$45.2K +900 +3%
AI
54
Atria Investments
North Carolina
$1.32M +$68.7K +1,368 +5%
SWP
55
Stratos Wealth Partners
Ohio
$1.31M -$74.8K -1,490 -5%
CAN
56
Cetera Advisor Networks
California
$1.27M +$264K +5,250 +26%
RFC
57
Regions Financial Corp
Alabama
$1.26M +$2.21K +44 +0.2%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$1.22M -$13.1K -260 -1%
IA
59
IFP Advisors
Florida
$1.2M +$183K +3,641 +18%
CAL
60
Capital Advisors Ltd
Ohio
$1.17M +$203K +4,040 +21%
WAM
61
Watermark Asset Management
California
$1.17M +$124K +2,477 +12%
MNA
62
Manning & Napier Advisors
New York
$1.16M – – –
ICOA
63
Investment Centers of America
North Dakota
$1.13M +$428K +8,512 +62%
IH
64
IFC Holdings
Florida
$1.12M +$562K +11,185 +102%
SCM
65
SOL Capital Management
Maryland
$955K +$954K +19,000 New
DE
66
Day & Ennis
Georgia
$940K +$510K +10,145 +118%
NA
67
NewEdge Advisors
Louisiana
$935K +$935K +18,616 New
GFPC
68
Global Financial Private Capital
Florida
$911K -$30.4K -605 -3%
CWM
69
Cornerstone Wealth Management
Missouri
$909K +$229K +4,562 +34%
VWM
70
Venturi Wealth Management
Texas
$899K -$350K -6,960 -28%
UWPG
71
Ullmann Wealth Partners Group
Florida
$896K – – –
VC
72
Vicus Capital
Pennsylvania
$873K +$90.2K +1,796 +12%
AP
73
Advisors Preferred
Maryland
$855K +$4.02K +80 +0.5%
SPC
74
Sigma Planning Corp
Michigan
$802K +$560K +11,157 +233%
CS
75
Comerica Securities
Michigan
$800K +$372K +7,398 +87%
1 2
3
4 5

NEAR Hedge Fund Activity: Q2 2017 in Review

131 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2017, worth a combined $1.59B — down 5.6% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NEAR positions and 10 closed out — a net gain of 12 holders — while 56 added to existing stakes and 32 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $16.4M. The largest seller was PNC Financial Services Group, exiting entirely with an estimated $133M sold.

  • 131 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2017, up from 121 in Q1 2017.
  • Funds reported $1.59B of iShares Short Maturity Bond ETF stock for Q2 2017, down 5.6% quarter-over-quarter.
  • 22 funds opened new iShares Short Maturity Bond ETF positions in Q2 2017 and 10 closed out, a net change of +12 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2017 was 3EDGE Asset Management, an estimated $16.4M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2017 was PNC Financial Services Group, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2017.