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iShares Short Maturity Bond ETF
NEAR

137 hedge funds and large institutions have $1.78B invested in iShares Short Maturity Bond ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

45% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 40

12% more capital invested

Capital invested by funds: $1.59B → $1.78B (+$191M)

5% more funds holding

Funds holding: 131 → 137 (+6)

0.42% more ownership

Funds ownership: 62.99% → 63.41% (+0.42%)

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
3.42%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
19
Increased
58
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
+$72M
2
BlackRock
BlackRock
New York
+$51.3M
3
Bank of America
Bank of America
North Carolina
+$46.4M
4
SAS
Sage Advisory Services
Texas
+$22.5M
5
3AM
3EDGE Asset Management
Florida
+$17M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$47.1M
2
UCFA
United Capital Financial Advisors
Texas
-$36.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.2M
4
SI
SII Investments
Wisconsin
-$4.76M
5
UBS Group
UBS Group
Switzerland
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
51
First Wilshire Securities Management
California
$2.68M -$261K -5,200 -9%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$2.6M +$1.91M +38,018 +279%
TNB
53
Thomasville National Bank
Georgia
$2.38M – – –
PAG
54
Private Advisor Group
New Jersey
$2.27M -$1.17M -23,360 -34%
JGIA
55
Jackson Grant Investment Advisers
Connecticut
$2.15M +$67.5K +1,344 +3%
MNA
56
Manning & Napier Advisors
New York
$2.06M – – –
ICOA
57
Investment Centers of America
North Dakota
$1.81M +$672K +13,370 +60%
NA
58
NewEdge Advisors
Louisiana
$1.71M +$776K +15,442 +83%
BTS
59
BB&T Securities
Virginia
$1.71M -$317K -6,314 -16%
IH
60
IFC Holdings
Florida
$1.65M +$528K +10,500 +47%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.6M +$385K +7,654 +32%
CAN
62
Cetera Advisor Networks
California
$1.57M +$294K +5,844 +23%
SI
63
SII Investments
Wisconsin
$1.44M -$4.76M -94,769 -77%
GI
64
GS Investments
Minnesota
$1.43M +$1.43M +28,490 New
AI
65
Atria Investments
North Carolina
$1.35M +$26.2K +522 +2%
Goldman Sachs
66
Goldman Sachs
New York
$1.34M – – –
OC
67
Oppenheimer & Co
New York
$1.32M -$335K -6,663 -20%
UWPG
68
Ullmann Wealth Partners Group
Florida
$1.3M +$409K +8,135 +46%
IA
69
IFP Advisors
Florida
$1.3M +$94.1K +1,873 +8%
SWP
70
Stratos Wealth Partners
Ohio
$1.29M -$12.8K -254 -1%
DE
71
Day & Ennis
Georgia
$1.28M +$341K +6,779 +36%
RFC
72
Regions Financial Corp
Alabama
$1.26M -$2.21K -44 -0.2%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.25M +$671K +13,351 +117%
GFPC
74
Global Financial Private Capital
Florida
$1.18M +$267K +5,314 +29%
VF
75
Virtu Financial
New York
$1.18M +$1.18M +23,433 New
1 2
3
4 5

NEAR Hedge Fund Activity: Q3 2017 in Review

137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q3 2017, worth a combined $1.78B — up 12% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NEAR positions and 11 closed out — a net gain of 8 holders — while 58 added to existing stakes and 40 trimmed.

The largest buyer was FDx Advisors, adding an estimated $72M. The largest seller was Wells Fargo, cutting an estimated $47.1M.

  • 137 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q3 2017, up from 131 in Q2 2017.
  • Funds reported $1.78B of iShares Short Maturity Bond ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 19 funds opened new iShares Short Maturity Bond ETF positions in Q3 2017 and 11 closed out, a net change of +8 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q3 2017 was FDx Advisors, an estimated $72M added.
  • The largest iShares Short Maturity Bond ETF seller in Q3 2017 was Wells Fargo, an estimated $47.1M sold.

Based on aggregated 13F filings for Q3 2017.